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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
PWM
301
PBMares Wealth Management
Virginia
$1.09M -$443 -4 -0%
Renaissance Technologies
302
Renaissance Technologies
New York
$1.09M +$1.11M +10,000 New
CA
303
CoreCap Advisors
Michigan
$1.08M +$383K +3,457 +53%
ATC
304
Argent Trust Co
Tennessee
$1.08M
WMP
305
Wealth Management Partners
Arizona
$1.07M -$22.8K -206 -2%
BSB
306
Bangor Savings Bank
Maine
$1.07M
ANBT
307
American National Bank & Trust
Texas
$1.06M -$22.2K -200 -2%
CAG
308
Crestwood Advisors Group
Massachusetts
$1.06M +$757K +6,826 +234%
IAA
309
Independent Advisor Alliance
North Carolina
$1.05M +$1.07M +9,683 New
SAM
310
Synergy Asset Management
Washington
$1.05M +$414K +3,735 +63%
SB
311
Strategic Blueprint
Georgia
$1.04M +$21.8K +197 +2%
PAA
312
Peregrine Asset Advisers
Oregon
$1.04M -$1.55K -14 -0.1%
RDFA
313
Ritter Daniher Financial Advisory
Ohio
$1.03M -$27.3K -246 -3%
MA
314
Marquette Associates
Illinois
$1.03M +$5.21K +47 +0.5%
WCWM
315
Willow Creek Wealth Management
California
$1.03M -$5.65K -51 -0.5%
CB
316
Commerce Bank
Missouri
$1M
IPW
317
Intergy Private Wealth
Colorado
$964K +$18.4K +166 +2%
RIA
318
Regal Investment Advisors
Michigan
$955K +$76.9K +694 +9%
P
319
&Partners
Tennessee
$948K +$404K +3,648 +72%
USCWA
320
U.S. Capital Wealth Advisors
Texas
$947K +$374K +3,377 +63%
IP
321
Integras Partners
Georgia
$946K +$966K +8,712 New
MLIC
322
Mandatum Life Insurance Company
Finland
$946K
VCS
323
Vaughan & Co Securities
New Jersey
$945K
SIMC
324
Squire Investment Management Company
Utah
$944K +$101K +915 +12%
SWP
325
Stratos Wealth Partners
Ohio
$942K -$15.4K -139 -2%

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.