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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
LKWM
251
Lee-Kelleher Wealth Management
Maryland
$1.54M +$1.57M +14,148 New
PWMAG
252
Pinnacle Wealth Management Advisory Group
New Jersey
$1.53M +$12K +108 +0.8%
TFA
253
Tobias Financial Advisors
Florida
$1.52M +$82.5K +744 +6%
CHC
254
City Holding Co
West Virginia
$1.52M +$255K +2,300 +20%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$1.51M -$18.7K -169 -1%
IWM
256
IHT Wealth Management
Illinois
$1.5M -$1.96M -17,666 -56%
PAS
257
PKS Advisory Services
New York
$1.5M +$1.53M +13,806 New
GA
258
GFS Advisors
Texas
$1.48M -$3.88K -35 -0.3%
Citigroup
259
Citigroup
New York
$1.48M +$304K +2,739 +25%
SQA
260
Simon Quick Advisors
New Jersey
$1.46M
GWMR
261
GC Wealth Management RIA
Massachusetts
$1.46M -$106K -957 -7%
PPC
262
Park Place Capital
Alabama
$1.43M -$23.5K -212 -2%
TNB
263
Thomasville National Bank
Georgia
$1.43M -$25.4K -229 -2%
WTC
264
WhitTier Trust Company
Nevada
$1.4M -$7.76K -70 -0.5%
HC
265
Hurley Capital
New York
$1.39M +$1.41M +12,753 New
OA
266
Operose Advisors
Wisconsin
$1.39M -$135K -1,222 -9%
MG
267
Mather Group
Illinois
$1.39M +$20.6K +186 +1%
SAF
268
Smith Anglin Financial
Texas
$1.38M +$333 +3 +0%
CFS
269
Commonwealth Financial Services
West Virginia
$1.34M -$39.9K -360 -3%
AA
270
Alesco Advisors
New York
$1.34M -$25.9K -234 -2%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$1.33M +$12K +108 +0.9%
FWP
272
FAS Wealth Partners
Kansas
$1.31M -$87.5K -789 -6%
TF
273
Tompkins Financial
New York
$1.31M +$97.5K +880 +8%
MA
274
MCF Advisors
Kentucky
$1.3M +$554 +5 +0%
MFC
275
Morris Financial Concepts
South Carolina
$1.28M -$65K -586 -5%

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.