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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
CCM
376
Cambridge Capital Management
Illinois
$701K -$534K -4,817 -43%
TC
377
TAGStone Capital
North Carolina
$690K +$3.44K +31 +0.5%
AAS
378
Ameritas Advisory Services
Nebraska
$690K +$25K +226 +4%
HWA
379
Heritage Wealth Advisors
Virginia
$681K
CFFP
380
Center for Financial Planning
Michigan
$678K -$36.6K -330 -5%
OIA
381
OneDigital Investment Advisors
Kansas
$675K -$38.9K -351 -5%
CAM
382
Close Asset Management
United Kingdom
$674K
EFS
383
Essex Financial Services
Connecticut
$670K +$2K +18 +0.3%
AIM
384
Anchor Investment Management
South Carolina
$669K
JFG
385
JMG Financial Group
Illinois
$667K +$2.11K +19 +0.3%
BPA
386
Beacon Pointe Advisors
California
$667K +$50.3K +454 +8%
JFA
387
JNBA Financial Advisors
Minnesota
$664K -$42.8K -386 -6%
JIC
388
Johnson Investment Counsel
Ohio
$658K
NOI
389
Newton One Investments
Delaware
$656K +$3.21K +29 +0.5%
BB
390
Busey Bank
Illinois
$656K
HSWM
391
Hubbell Strickland Wealth Management
Louisiana
$654K +$19.1K +172 +3%
PAMG
392
Patton Albertson Miller Group
Tennessee
$651K
FA
393
Financial Alternatives
California
$648K
BHWM
394
Beaird Harris Wealth Management
Texas
$648K +$12.1K +109 +2%
KCM
395
Kendall Capital Management
Maryland
$646K +$19.8K +179 +3%
SWC
396
Spectrum Wealth Counsel
Indiana
$636K +$37K +334 +6%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$634K +$131K +1,184 +25%
GIA
398
Gladstone Institutional Advisory
Florida
$632K +$225K +2,034 +54%
VPWA
399
Vestia Personal Wealth Advisors
Indiana
$631K +$7.2K +65 +1%
VFIC
400
Valley Forge Investment Consultants
Pennsylvania
$622K -$127K -1,143 -17%

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.