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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
CA
326
Claro Advisors
Massachusetts
$938K -$53.6K -484 -5%
SWM
327
SigFig Wealth Management
California
$936K +$92K +830 +11%
ET
328
Equitable Trust
Tennessee
$933K +$952K +8,588 New
BBHC
329
Brown Brothers Harriman & Co
New York
$930K
CHJWM
330
Carlton Hofferkamp & Jenks Wealth Management
Texas
$921K +$97.4K +879 +12%
CSP
331
Cary Street Partners
Virginia
$906K +$925K +8,346 New
BFAG
332
Blackston Financial Advisory Group
Florida
$905K -$30.6K -276 -3%
MAM
333
Milestone Asset Management
Pennsylvania
$901K -$86K -776 -9%
CKAIS
334
Christensen King & Associates Investment Services
Washington
$898K -$80.1K -723 -8%
PIMG
335
Patriot Investment Management Group
Tennessee
$897K -$37.4K -337 -4%
DBIA
336
Dumont & Blake Investment Advisors
New Jersey
$896K +$914K +8,249 New
HBW
337
Hazlett, Burt & Watson
West Virginia
$895K +$59.1K +533 +7%
EA
338
Enclave Advisors
Texas
$893K -$115K -1,035 -11%
YIH
339
Y-Intercept (HK)
Hong Kong
$888K +$906K +8,172 New
NPFS
340
Novak & Powell Financial Services
Florida
$882K -$1.2M -10,813 -57%
BGAI
341
Bruce G. Allen Investments
Colorado
$878K +$156K +1,407 +21%
SAG
342
SageView Advisory Group
California
$874K +$289K +2,608 +48%
SI
343
Stephens Inc
Arkansas
$870K +$1.77K +16 +0.2%
MSFS
344
Main Street Financial Solutions
Pennsylvania
$869K -$10.3K -93 -1%
WP
345
WealthShield Partners
North Carolina
$864K -$14.6K -132 -2%
HNWAG
346
High Net Worth Advisory Group
Florida
$858K
TIM
347
Thompson Investment Management
Wisconsin
$849K +$11.7K +106 +1%
SFC
348
Sprinkle Financial Consultants
Colorado
$847K +$2.44K +22 +0.3%
CFA
349
Cahill Financial Advisors
Minnesota
$837K -$49.4K -446 -5%
FPCG
350
Forum Private Client Group
Indiana
$836K -$21.9K -198 -3%

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.