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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
SPL
501
Smart Portfolios LLC
Washington
$384K +$62.4K +563 +19%
MCCA
502
Mill Creek Capital Advisors
Pennsylvania
$383K -$35K -316 -8%
IWM
503
Inlight Wealth Management
Georgia
$383K +$391K +3,528 New
WT
504
Whittier Trust
California
$378K +$15.8K +143 +4%
AFG
505
Altiora Financial Group
Ohio
$376K
AFP
506
Ausdal Financial Partners
Iowa
$375K +$22.1K +199 +6%
MWM
507
Marion Wealth Management
Pennsylvania
$375K
SFPG
508
Stonebridge Financial Planning Group
Florida
$373K +$10.3K +93 +3%
JE
509
JMAC Enterprises
Pennsylvania
$369K
IIL
510
Insight Inv LLC
California
$366K +$325K +2,933 +670%
WH
511
Willner & Heller
California
$362K +$15K +135 +4%
MBT
512
Montecito Bank & Trust
California
$361K
CWP
513
Curated Wealth Partners
California
$359K +$143K +1,293 +64%
WDG
514
Wealth Dimensions Group
Ohio
$358K -$23.7K -214 -6%
KBFS
515
Kohmann Bosshard Financial Services
Ohio
$356K +$111 +1 +0%
GC
516
Grimes & Company
Massachusetts
$351K -$2.77K -25 -0.8%
CL
517
CIM LLC
New York
$351K +$34.1K +308 +11%
CIA
518
Compass Ion Advisors
Pennsylvania
$349K +$14.4K +130 +4%
Principal Financial Group
519
Principal Financial Group
Iowa
$343K +$350K +3,161 New
CWC
520
Carolinas Wealth Consulting
North Carolina
$340K +$23.3K +210 +7%
AF
521
Amara Financial
California
$339K +$1.66K +15 +0.5%
CIA
522
Capital Investment Advisors
Georgia
$336K -$96.7K -872 -22%
S
523
SimplyRich
California
$336K
SGI
524
Summit Global Investments
Utah
$335K
EW
525
Element Wealth
Mississippi
$333K +$1.33K +12 +0.4%

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.