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iShares S&P Small-Cap 600 Value ETF

778 hedge funds and large institutions have $4.34B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 284 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

53% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $1.25M

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

14% more capital invested

Capital invested by funds: $3.82B → $4.34B (+$528M)

6% more funds holding

Funds holding: 737778 (+41)

1.56% more ownership

Funds ownership: 59.14%60.7% (+1.6%)

15% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 284

Holders
778
Holders Change
+41
Holders Change %
+5.56%
% of All Funds
11.17%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
72
Increased
240
Reduced
284
Closed
21
Calls
$1.92M
Puts
$1.25M
Net Calls
+$667K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
476
McGlone Suttner Wealth Management
Wisconsin
$410K +$10.4K +100 +3%
CCA
477
Clearwater Capital Advisors
Illinois
$409K
GIA
478
Gladstone Institutional Advisory
Florida
$407K +$30.2K +291 +8%
SAM
479
Silvercrest Asset Management
New York
$402K +$5.19K +50 +1%
SYBT
480
Stock Yards Bank & Trust
Kentucky
$402K
PSF
481
Pacific Sun Financial
California
$402K -$4.99K -48 -1%
TFS
482
Thoroughbred Financial Services
Tennessee
$399K +$14.3K +138 +4%
VA
483
Valmark Advisers
Ohio
$396K -$60.6K -584 -14%
KWS
484
Keystone Wealth Services
California
$394K +$54.7K +527 +17%
9WM
485
9258 Wealth Management
Ohio
$394K
SWA
486
Stratos Wealth Advisors
Ohio
$393K +$7.68K +74 +2%
RCAG
487
Rehmann Capital Advisory Group
Michigan
$388K -$19.6K -189 -5%
Bessemer Group
488
Bessemer Group
New Jersey
$386K
ML
489
Mayport LLC
Massachusetts
$385K +$104 +1 +0%
DWM
490
Dakota Wealth Management
Florida
$383K +$1.87K +18 +0.5%
SCM
491
Sage Capital Management
New Jersey
$382K -$47.1K -454 -11%
NFG
492
Nations Financial Group
Iowa
$382K -$2.8K -27 -0.8%
WDG
493
Wealth Dimensions Group
Ohio
$378K -$18.5K -178 -5%
AFG
494
Altiora Financial Group
Ohio
$373K
MWM
495
Marion Wealth Management
Pennsylvania
$371K +$112K +1,076 +45%
JE
496
JMAC Enterprises
Pennsylvania
$366K
MWM
497
Modern Wealth Management
Kansas
$366K -$10.7K -103 -3%
SFPG
498
Stonebridge Financial Planning Group
Florida
$360K -$66.9K -644 -16%
WT
499
Whittier Trust
California
$359K
MBT
500
Montecito Bank & Trust
California
$358K

IJS Hedge Fund Activity: Q3 2024 in Review

778 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q3 2024, worth a combined $4.34B — up 14% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IJS positions and 21 closed out — a net gain of 51 holders — while 240 added to existing stakes and 284 trimmed.

The largest buyer was Ameriprise, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $9.15M.

  • 778 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q3 2024, up from 737 in Q2 2024.
  • Funds reported $4.34B of iShares S&P Small-Cap 600 Value ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 72 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q3 2024 and 21 closed out, a net change of +51 holders.
  • The largest iShares S&P Small-Cap 600 Value ETF buyer in Q3 2024 was Ameriprise, an estimated $42.3M added.
  • The largest iShares S&P Small-Cap 600 Value ETF seller in Q3 2024 was Bank of America, an estimated $9.15M sold.

Based on aggregated 13F filings for Q3 2024.