iShares S&P Small-Cap 600 Value ETF
839 hedge funds and large institutions have $3.99B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 228 increasing their positions, 295 reducing their positions, and 40 closing their positions.
760% more call options, than puts
Call options by funds: $3.04M | Put options by funds: $353K
148% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 40
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
6% more funds holding
Funds holding: 795 → 839 (+44)
1% more capital invested
Capital invested by funds: $3.95B → $3.99B (+$38.5M)
0.13% less ownership
Funds ownership: 59.31% → 59.18% (-0.13%)
23% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 295
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$27.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.4M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$16.2M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$12.8M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$9.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.1M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$26.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.8M |
| 4 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$24.2M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$15.8M |
IJS Hedge Fund Activity: Q4 2025 in Review
839 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2025, worth a combined $3.99B — up 0.97% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new IJS positions and 40 closed out — a net gain of 59 holders — while 228 added to existing stakes and 295 trimmed.
The largest buyer was AlphaCore Capital, adding an estimated $27.2M. The largest seller was Morgan Stanley, cutting an estimated $27.1M.
- 839 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2025, up from 795 in Q3 2025.
- Funds reported $3.99B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2025, up 0.97% quarter-over-quarter.
- 99 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2025 and 40 closed out, a net change of +59 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2025 was AlphaCore Capital, an estimated $27.2M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2025 was Morgan Stanley, an estimated $27.1M sold.
Based on aggregated 13F filings for Q4 2025.