We are live on ! Find out more
IJS icon

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.

New
Increased
Maintained
Reduced
Closed

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: 1521 (+6)

14% more capital invested

Capital invested by funds: $3.82B → $4.34B (+$528M)

6% more funds holding

Funds holding: 737778 (+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

Holders
778
Holders Change
+41
Holders Change %
+5.56%
% of All Funds
11.17%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
72
Increased
240
Reduced
284
Closed
21
Calls
$1.92M
Puts
$1.25M
Net Calls
+$667K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
326
High Net Worth Advisory Group
Florida
$851K
FPCG
327
Forum Private Client Group
Indiana
$850K -$40.3K -388 -5%
SWM
328
SigFig Wealth Management
California
$839K +$150K +1,440 +23%
SIMC
329
Squire Investment Management Company
Utah
$837K +$114K +1,097 +16%
SFC
330
Sprinkle Financial Consultants
Colorado
$837K +$2.8K +27 +0.3%
TIM
331
Thompson Investment Management
Wisconsin
$831K +$17.1K +165 +2%
HBW
332
Hazlett, Burt & Watson
West Virginia
$830K +$5.5K +53 +0.7%
VIA
333
Vickerman Investment Advisors
Washington
$818K -$1.14K -11 -0.1%
NF
334
Nikulski Financial
Iowa
$809K +$1.04K +10 +0.1%
SC
335
Schoolcraft Capital
Colorado
$803K
SWM
336
Spire Wealth Management
Virginia
$802K -$219K -2,110 -22%
CCFM
337
Clear Creek Financial Management
Washington
$802K +$204K +1,964 +36%
CHJWM
338
Carlton Hofferkamp & Jenks Wealth Management
Texas
$795K +$46.7K +450 +6%
FPGK
339
Financial Partners Group (Kansas)
Kansas
$794K +$2.08K +20 +0.3%
CI
340
Conning Inc
Connecticut
$793K -$578K -5,561 -43%
PPW
341
Presilium Private Wealth
Pennsylvania
$790K -$21.5K -207 -3%
AC
342
Apella Capital
Connecticut
$784K
AFC
343
AFT Forsyth & Company
Florida
$782K +$1.25K +12 +0.2%
BJL
344
Brighton Jones LLC
Washington
$781K +$35.9K +346 +5%
QHA
345
Quarry Hill Advisors
Minnesota
$742K
VFIC
346
Valley Forge Investment Consultants
Pennsylvania
$739K
CFG
347
Citizens Financial Group
Rhode Island
$739K +$2.7K +26 +0.4%
MSWMA
348
Market Street Wealth Management Advisors
Indiana
$737K -$117K -1,125 -14%
IC
349
IEQ Capital
California
$733K +$209K +2,010 +42%
WGC
350
Watts Gwilliam & Co
Arizona
$728K +$721K +6,943 New

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.