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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
ACA
351
Atlas Capital Advisors
Wyoming
$727K
MAM
352
Mystic Asset Management
Rhode Island
$722K
Brown Advisory
353
Brown Advisory
Maryland
$720K -$41.5K -400 -6%
BGAI
354
Bruce G. Allen Investments
Colorado
$719K +$10.8K +104 +2%
JAG
355
Journey Advisory Group
Kentucky
$718K
DWP
356
Daymark Wealth Partners
Ohio
$714K -$33K -318 -5%
BRWA
357
B. Riley Wealth Advisors
Florida
$710K -$877K -8,446 -56%
LWM
358
LJI Wealth Management
Indiana
$709K -$17.6K -169 -3%
CFFP
359
Center for Financial Planning
Michigan
$708K
OIA
360
OneDigital Investment Advisors
Kansas
$707K -$86.2K -830 -11%
JFA
361
JNBA Financial Advisors
Minnesota
$700K -$30.5K -294 -4%
CA
362
CoreCap Advisors
Michigan
$699K +$675K +6,497 New
CT
363
Colonial Trust
South Carolina
$697K +$252K +2,429 +60%
TC
364
TAGStone Capital
North Carolina
$680K +$3.43K +33 +0.5%
VWM
365
Valley Wealth Managers
New Jersey
$679K -$7.58K -73 -1%
HWA
366
Heritage Wealth Advisors
Virginia
$675K
PS
367
Principal Securities
Iowa
$672K -$6.33K -61 -1%
CAM
368
Close Asset Management
United Kingdom
$668K
CA
369
Clearstead Advisors
Ohio
$665K
AIM
370
Anchor Investment Management
South Carolina
$664K +$207K +1,994 +48%
AAS
371
Ameritas Advisory Services
Nebraska
$660K +$65.5K +631 +11%
JFG
372
JMG Financial Group
Illinois
$659K +$7.68K +74 +1%
EFS
373
Essex Financial Services
Connecticut
$656K +$104 +1 +0%
JIC
374
Johnson Investment Counsel
Ohio
$652K +$1.76K +17 +0.3%
BB
375
Busey Bank
Illinois
$650K

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.