We are live on ! Find out more
IJS icon

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
MWM
451
Modern Wealth Management
Kansas
$505K +$139K +1,250 +37%
IA
452
IFG Advisors
Missouri
$503K +$4.21K +38 +0.8%
NFG
453
Nations Financial Group
Iowa
$501K +$119K +1,070 +30%
BL
454
BFSG LLC
California
$498K -$9.42K -85 -2%
SAM
455
Silvercrest Asset Management
New York
$494K +$90.4K +816 +22%
SIC
456
Shoker Investment Counsel
Ohio
$494K
NFP
457
NorthLanding Financial Partners
New York
$487K +$1.55K +14 +0.3%
BCG
458
Breakwater Capital Group
New Jersey
$485K -$8.76K -79 -2%
AWA
459
Arkadios Wealth Advisors
Georgia
$484K +$12.7K +115 +3%
GA
460
Greenspring Advisors
Maryland
$483K
DAS
461
Dynamic Advisor Solutions
Arizona
$482K -$83.3K -752 -14%
PPH
462
Pure Portfolios Holdings
Oregon
$481K +$3.88K +35 +0.8%
TRIA
463
Trail Ridge Investment Advisors
Colorado
$475K -$1.33K -12 -0.3%
SCM
464
SOL Capital Management
Maryland
$474K -$26.6K -240 -5%
KFP
465
KMG Fiduciary Partners
Ohio
$469K +$38.6K +348 +9%
UFA
466
Uptown Financial Advisors
Texas
$466K +$476K +4,291 New
VCP
467
Vista Capital Partners
Oregon
$465K +$33.7K +304 +8%
DWT
468
Dorsey & Whitney Trust
South Dakota
$461K
FGWP
469
Founders Grove Wealth Partners
Virginia
$460K +$470K +4,239 New
LWM
470
LJI Wealth Management
Indiana
$456K -$264K -2,386 -36%
LA
471
Lane & Associates
New Jersey
$452K +$1.88K +17 +0.4%
WPC
472
Wedmont Private Capital
Pennsylvania
$451K -$67.2K -606 -12%
IFA
473
Index Fund Advisors
California
$448K +$998 +9 +0.2%
BI
474
Beckerman Institutional
New Jersey
$447K -$1.66K -15 -0.4%
MSAM
475
Moloney Securities Asset Management
Missouri
$443K -$42.6K -384 -9%

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.