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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
B
26
Bailard
California
$33.2M +$589K +5,310 +2%
EWA
27
Exencial Wealth Advisors
Oklahoma
$32.5M -$895K -8,079 -3%
PHAM
28
Palisades Hudson Asset Management
Florida
$31.6M -$145K -1,306 -0.4%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$29M +$1.02M +9,245 +4%
SFI
30
SPC Financial Inc
Maryland
$26.1M +$537K +4,843 +2%
Mariner
31
Mariner
Kansas
$24.1M -$1.43M -12,873 -5%
HWA
32
Heartwood Wealth Advisors
Virginia
$22.9M +$243K +2,188 +1%
GIA
33
GHP Investment Advisors
Colorado
$22.5M -$105K -943 -0.5%
UCFA
34
United Capital Financial Advisors
Texas
$22.2M -$478K -4,310 -2%
Osaic Holdings
35
Osaic Holdings
Arizona
$22.1M +$6.49M +58,538 +40%
Cerity Partners
36
Cerity Partners
New York
$22M +$643K +5,800 +3%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$21.6M +$195K +1,763 +0.9%
Truist Financial
38
Truist Financial
North Carolina
$20.9M -$624K -5,628 -3%
SC
39
Savant Capital
Illinois
$20.1M -$2.61M -23,537 -11%
MCM
40
MAI Capital Management
Ohio
$19.6M +$1.75M +15,758 +10%
PA
41
Probity Advisors
Texas
$19M -$2.99M -26,986 -13%
Goldman Sachs
42
Goldman Sachs
New York
$18.7M -$6.86M -61,935 -26%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$17.7M +$383K +3,452 +2%
Creative Planning
44
Creative Planning
Kansas
$17.6M +$2.7M +24,379 +18%
WA
45
Waverly Advisors
Alabama
$17.4M -$471K -4,247 -3%
EIP
46
Ellis Investment Partners
Pennsylvania
$17M +$638K +5,754 +4%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$16.2M +$5.23M +47,169 +46%
PFM
48
Phillips Financial Management
Indiana
$15.4M -$5.19M -46,863 -25%
MGIA
49
Moneta Group Investment Advisors
Missouri
$15M -$1.36M -12,295 -8%
Financial Engines Advisors
50
Financial Engines Advisors
California
$14.5M +$5.64M +50,882 +62%

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.