We are live on ! Find out more
IJS icon

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
CL
276
Choreo LLC
Illinois
$1.28M -$176K -1,587 -12%
UB
277
Umpqua Bank
Oregon
$1.27M +$330K +2,978 +34%
BFA
278
Bragg Financial Advisors
North Carolina
$1.23M -$56.2K -507 -4%
CAL
279
Capital Analysts LLC
Pennsylvania
$1.22M -$20.4K -184 -2%
VCM
280
Versant Capital Management
Arizona
$1.21M +$5.87K +53 +0.5%
EFG
281
Ehrlich Financial Group
California
$1.21M -$14.7K -133 -1%
D
282
Dentgroup
Louisiana
$1.2M
JWS
283
Juncture Wealth Strategies
Arizona
$1.19M -$10.3K -93 -0.8%
GVAG
284
Great Valley Advisor Group
Delaware
$1.19M +$32.3K +291 +3%
FFBTD
285
First Financial Bank - Trust Division
Ohio
$1.18M +$669K +6,038 +125%
AWM
286
Apollon Wealth Management
South Carolina
$1.18M +$7.54K +68 +0.6%
CAM
287
Campion Asset Management
Virginia
$1.17M +$13.1K +118 +1%
RB
288
Renasant Bank
Mississippi
$1.17M -$38.5K -347 -3%
BCI
289
Brinker Capital Investments
Pennsylvania
$1.16M +$712K +6,426 +150%
OPS
290
Orion Portfolio Solutions
Nebraska
$1.16M +$712K +6,426 +150%
William Blair & Company
291
William Blair & Company
Illinois
$1.15M +$4.54K +41 +0.4%
EWA
292
ERTS Wealth Advisors
Michigan
$1.14M +$69.3K +625 +6%
AL
293
ACAS LLC
California
$1.14M -$7.87K -71 -0.7%
3IP
294
3Chopt Investment Partners
Virginia
$1.12M
TSW
295
Thompson Siegel & Walmsley
Virginia
$1.12M
EMC
296
Everest Management Corp
California
$1.12M +$1.14M +10,283 New
PA
297
Planning Alternatives
Michigan
$1.11M
TPCW
298
TD Private Client Wealth
New York
$1.1M -$18.8K -170 -2%
AllianceBernstein
299
AllianceBernstein
Tennessee
$1.1M -$10.9K -98 -1%
IFO
300
Independent Family Office
New York
$1.09M

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.