iShares S&P Small-Cap 600 Value ETF
804 hedge funds and large institutions have $3.89B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 243 increasing their positions, 283 reducing their positions, and 72 closing their positions.
79% more call options, than puts
Call options by funds: $1.52M | Put options by funds: $848K
10% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 72
1.06% less ownership
Funds ownership: 61.66% → 60.6% (-1.1%)
3% less funds holding
Funds holding: 826 → 804 (-22)
14% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 283
23% less capital inflows, than outflows
Capital inflows: $275M | Capital outflows: $358M
31% less funds holding in top 10
Funds holding in top 10: 26 → 18 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$38.9M |
| 2 |
World Investment Advisors
Santa Barbara,
California
|
+$19.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$14.1M |
| 4 |
Michelson Medical Research Foundation
Los Angeles,
California
|
+$13.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$59.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$37.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$29.4M |
| 5 |
Covenant Partners
Nashville,
Tennessee
|
-$10.7M |
IJS Hedge Fund Activity: Q1 2025 in Review
804 of the 7,481 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q1 2025, worth a combined $3.89B — down 12% from $4.42B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of IJS and 65 opened new positions — a net loss of 7 holders — while 283 trimmed existing stakes and 243 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $38.9M. The largest seller was M&T Bank, cutting an estimated $59.5M.
- 804 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q1 2025, down from 826 in Q4 2024.
- Funds reported $3.89B of iShares S&P Small-Cap 600 Value ETF stock for Q1 2025, down 12% quarter-over-quarter.
- 65 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q1 2025 and 72 closed out, a net change of -7 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $38.9M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q1 2025 was M&T Bank, an estimated $59.5M sold.
Based on aggregated 13F filings for Q1 2025.