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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
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$269K
ACM
552
Advisors Capital Management
New Jersey
$269K -$127K -1,223 -33%
SFPM
553
Sensible Financial Planning & Management
Massachusetts
$269K +$259K +2,495 New
FWTB
554
First Western Trust Bank
Colorado
$268K
VVP
555
Venture Visionary Partners
Ohio
$264K -$8.31K -80 -3%
MCM
556
MidAtlantic Capital Management
Virginia
$263K +$1.25K +12 +0.5%
CPP
557
Capasso Planning Partners
South Carolina
$262K
AFA
558
American Financial Advisors
Georgia
$257K -$32.7K -315 -12%
KV
559
Kickstand Ventures
New York
$254K +$245K +2,361 New
WC
560
Weil Company
California
$251K -$65.4K -630 -21%
CFS
561
Cannon Financial Strategists
Georgia
$249K -$5.19K -50 -2%
MBFW
562
Morton Brown Family Wealth
Pennsylvania
$248K -$42.8K -412 -15%
SSB
563
Sandy Spring Bank
Maryland
$248K
HCP
564
Hardin Capital Partners
South Carolina
$248K +$6.02K +58 +3%
GLA
565
Good Life Advisors
Pennsylvania
$247K +$238K +2,294 New
MIM
566
Marco Investment Management
Georgia
$247K
TH
567
Team Hewins
California
$245K
SG
568
Sharper & Granite
California
$244K +$12.5K +120 +6%
HIMC
569
Heritage Investors Management Corp
Maryland
$242K
PJWM
570
Philip James Wealth Mangement
Georgia
$242K +$1.14K +11 +0.5%
CFG
571
Cosner Financial Group
Colorado
$241K
FM
572
Foster & Motley
Ohio
$241K -$44.4K -428 -16%
SIC
573
Sigma Investment Counselors
Michigan
$239K
KFP
574
Keener Financial Planning
Texas
$239K
SFS
575
Sharp Financial Services
Pennsylvania
$237K -$20.8K -200 -8%

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.