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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
EWP
401
Elevation Wealth Partners
California
$621K +$2.77K +25 +0.4%
FTS
402
Fifth Third Securities
Ohio
$616K +$27K +244 +4%
SHGA
403
Sand Hill Global Advisors
California
$616K
DIA
404
Dana Investment Advisors
Wisconsin
$615K +$37.7K +340 +6%
DADC
405
D.A. Davidson & Co
Montana
$614K +$222 +2 +0%
PRS
406
Pinkerton Retirement Specialists
Idaho
$611K +$624K +5,626 New
MWP
407
Meredith Wealth Planning
Illinois
$609K +$1.77K +16 +0.3%
CFD
408
Creative Financial Designs
Indiana
$605K +$36.6K +330 +6%
DWP
409
Daymark Wealth Partners
Ohio
$598K -$125K -1,129 -17%
PIA
410
Panoramic Investment Advisors
Colorado
$595K +$55.4K +500 +10%
RIA
411
Richwood Investment Advisors
Ohio
$591K
Charles Schwab
412
Charles Schwab
California
$589K -$29K -262 -5%
LWL
413
Leo Wealth LLC
Texas
$588K +$2.11K +19 +0.4%
CAM
414
Cozad Asset Management
Illinois
$587K +$443 +4 +0.1%
VWM
415
Valley Wealth Managers
New Jersey
$585K -$102K -921 -15%
AIA
416
Accelerate Investment Advisors
California
$585K +$32K +289 +6%
GRP
417
Global Retirement Partners
California
$581K -$2.84M -25,592 -83%
TC
418
TAP Consulting
Missouri
$581K +$2.99K +27 +0.5%
SMA
419
Sage Mountain Advisors
Georgia
$580K
CWM
420
Cornerstone Wealth Management
Missouri
$580K +$76.4K +689 +15%
NWM
421
Northwest Wealth Management
Iowa
$579K -$31.9K -288 -5%
SCA
422
Snowden Capital Advisors
New York
$577K
Chevy Chase Trust
423
Chevy Chase Trust
Maryland
$577K +$83.8K +756 +17%
FF
424
Finley Financial
Nevada
$576K +$582K +5,250 New
AC
425
AWM Capital
Arizona
$572K -$333 -3 -0.1%

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.