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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
QPWM
426
Quadrant Private Wealth Management
Pennsylvania
$569K +$114K +1,033 +25%
Kayne Anderson Rudnick Investment Management
427
Kayne Anderson Rudnick Investment Management
California
$568K +$568K +5,121 +4,698%
CWM
428
Congress Wealth Management
Massachusetts
$566K +$354K +3,192 +158%
NP
429
NorthRock Partners
Minnesota
$566K +$1.77K +16 +0.3%
CIAS
430
Capital Investment Advisory Services
North Carolina
$557K -$8.76K -79 -2%
CSA
431
Cottage Street Advisors
Massachusetts
$555K
BC
432
Barrett & Company
Rhode Island
$555K +$998 +9 +0.2%
FHA
433
First Horizon Advisors
Tennessee
$549K +$19.8K +179 +4%
SFG
434
Sage Financial Group
Pennsylvania
$548K +$68.3K +616 +14%
CI
435
Conning Inc
Connecticut
$548K -$258K -2,324 -32%
QWP
436
Quotient Wealth Partners
Texas
$545K -$111 -1 -0%
PFA
437
Pure Financial Advisors
California
$539K -$9.97K -90 -2%
RWP
438
RWA Wealth Partners
Massachusetts
$537K +$219K +1,976 +67%
First Trust Advisors
439
First Trust Advisors
Illinois
$536K -$9.53K -86 -2%
CFP
440
Cypress Financial Planning
New Jersey
$535K +$443 +4 +0.1%
Betterment LLC
441
Betterment LLC
New York
$535K +$28.5K +257 +6%
SEIA
442
Signature Estate & Investment Advisors
California
$534K +$70.3K +634 +15%
SW
443
SkyOak Wealth
Michigan
$533K +$42.8K +386 +9%
FSG
444
Financial Strategies Group
Michigan
$533K +$3.66K +33 +0.7%
JWCA
445
J.W. Cole Advisors
Florida
$531K +$24.9K +225 +5%
KFI
446
Key Financial Inc
Pennsylvania
$526K -$5.54K -50 -1%
RSWM
447
Robertson Stephens Wealth Management
California
$517K +$1.44K +13 +0.3%
RPCONE
448
Retirement Planning Company of New England
Rhode Island
$516K
SDWMA
449
Schneider Downs Wealth Management Advisors
Pennsylvania
$513K +$2.11K +19 +0.4%
FAC
450
Financial Advisory Corporation
Michigan
$508K +$518K +4,676 New

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.