iShares S&P Small-Cap 600 Value ETF
778 hedge funds and large institutions have $4.34B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 284 reducing their positions, and 21 closing their positions.
243% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 21
53% more call options, than puts
Call options by funds: $1.92M | Put options by funds: $1.25M
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
14% more capital invested
Capital invested by funds: $3.82B → $4.34B (+$528M)
6% more funds holding
Funds holding: 737 → 778 (+41)
1.56% more ownership
Funds ownership: 59.14% → 60.7% (+1.6%)
15% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 284
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.3M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$37.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.7M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.15M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.14M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$8.32M |
| 4 |
D.E. Shaw & Co
New York
|
-$6.94M |
| 5 |
Nisa Investment Advisors
St. Louis,
Missouri
|
-$5.71M |
IJS Hedge Fund Activity: Q3 2024 in Review
778 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q3 2024, worth a combined $4.34B — up 14% from $3.82B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IJS positions and 21 closed out — a net gain of 51 holders — while 240 added to existing stakes and 284 trimmed.
The largest buyer was Ameriprise, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $9.15M.
- 778 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q3 2024, up from 737 in Q2 2024.
- Funds reported $4.34B of iShares S&P Small-Cap 600 Value ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 72 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q3 2024 and 21 closed out, a net change of +51 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q3 2024 was Ameriprise, an estimated $42.3M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q3 2024 was Bank of America, an estimated $9.15M sold.
Based on aggregated 13F filings for Q3 2024.