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iShares S&P Small-Cap 600 Value ETF

823 hedge funds and large institutions have $4.42B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 276 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $814K

153% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 40

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

6% more funds holding

Funds holding: 778823 (+45)

7% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 257

2% more capital invested

Capital invested by funds: $4.34B → $4.42B (+$75.5M)

0.94% more ownership

Funds ownership: 60.7%61.64% (+0.94%)

Holders
823
Holders Change
+45
Holders Change %
+5.78%
% of All Funds
10.84%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.34%
New
101
Increased
276
Reduced
257
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
226
First Hawaiian Bank
Hawaii
$1.94M -$231K -2,086 -10%
SCA
227
Stillwater Capital Advisors
Pennsylvania
$1.93M -$5.32K -48 -0.3%
AM
228
AGF Management
Ontario, Canada
$1.91M -$13.9K -125 -0.7%
RBFC
229
Roman Butler Fullerton & Co
Missouri
$1.9M +$1.88M +16,996 New
CCB
230
Country Club Bank
Missouri
$1.84M -$16.2K -146 -0.9%
BF
231
Baring Financial
Washington
$1.81M +$1.84M +16,638 New
UWPG
232
Ullmann Wealth Partners Group
Florida
$1.81M +$16.4K +148 +0.9%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$92.9K +838 +5%
PWA
234
Physician Wealth Advisors
Utah
$1.71M -$44.6K -402 -2%
TIAA Trust, National Association
235
TIAA Trust, National Association
North Carolina
$1.7M +$2.22K +20 +0.1%
CWA
236
CM Wealth Advisors
Ohio
$1.69M
NA
237
NewEdge Advisors
Louisiana
$1.68M +$191K +1,723 +13%
KWMG
238
King Wealth Management Group
Florida
$1.67M -$3.88K -35 -0.2%
EE
239
EWG Elevate
California
$1.67M +$1.7M +15,331 New
UL
240
Unionview LLC
Washington
$1.62M +$69.6K +628 +4%
AIS
241
American Investment Services
Massachusetts
$1.62M +$301K +2,714 +22%
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$1.6M -$21.2K -191 -1%
CSWM
243
Cassady Schiller Wealth Management
Ohio
$1.6M -$36.1K -326 -2%
SG
244
StoneX Group
New York
$1.58M +$1.61M +14,513 New
WANY
245
Wealthspire Advisors (New York)
New York
$1.57M +$663K +5,984 +71%
PFG
246
Pacific Financial Group
Washington
$1.56M -$61.4K -554 -4%
ZF
247
Zhang Financial
Michigan
$1.56M +$242K +2,184 +18%
CWM
248
Cranbrook Wealth Management
Michigan
$1.56M -$9.31K -84 -0.6%
SA
249
Sanctuary Advisors
Indiana
$1.55M -$198K -1,789 -11%
T. Rowe Price Associates
250
T. Rowe Price Associates
Maryland
$1.54M

IJS Hedge Fund Activity: Q4 2024 in Review

823 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2024, worth a combined $4.42B — up 1.7% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new IJS positions and 40 closed out — a net gain of 61 holders — while 276 added to existing stakes and 257 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $43.2M. The largest seller was World Investment Advisors, cutting an estimated $39.5M.

  • 823 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2024, up from 778 in Q3 2024.
  • Funds reported $4.42B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 101 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2024 and 40 closed out, a net change of +61 holders.
  • The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $43.2M added.
  • The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2024 was World Investment Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2024.