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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
RPSA
551
Richard P. Slaughter Associates
Texas
$299K +$14.6K +132 +5%
MKW
552
Mullaney, Keating & Wright
Connecticut
$298K +$5.87K +53 +2%
DFG
553
Dynamic Financial Group
Iowa
$296K +$302K +2,724 New
AF
554
Advisornet Financial
Minnesota
$296K -$15.3K -138 -5%
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$296K
LBC
556
Lowe Brockenbrough & Co
Virginia
$293K -$11.1K -100 -4%
WF
557
Warner Financial
Maryland
$292K +$18.7K +169 +7%
FP
558
Financial Perspectives
Minnesota
$289K +$665 +6 +0.2%
MIC
559
Means Investment Company
Maine
$283K +$998 +9 +0.3%
LPP
560
Life Planning Partners
Florida
$282K
KWA
561
Kingswood Wealth Advisors
California
$282K +$287K +2,592 New
CP
562
Cornerstone Planning
North Carolina
$281K +$286K +2,583 New
MFC
563
Mechanics Financial Corp
Ohio
$280K
AEPWM
564
Atlantic Edge Private Wealth Management
Florida
$279K
SWM
565
Sterling Wealth Management
Illinois
$278K +$111 +1 +0%
HSA
566
HBK Sorce Advisory
Pennsylvania
$278K +$283K +2,556 New
FFG
567
Foundry Financial Group
New Hampshire
$274K -$3.48M -31,397 -93%
IWA
568
Inspirion Wealth Advisors
Illinois
$273K
PPW
569
Parcion Private Wealth
Washington
$272K
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$272K
AQR Capital Management
571
AQR Capital Management
Connecticut
$272K +$277K +2,500 New
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$271K -$22.8K -206 -8%
FWTB
573
First Western Trust Bank
Colorado
$270K
BFS
574
Bradley Foster & Sargent
Connecticut
$267K -$21.9K -198 -7%
Luther King Capital Management (LKCM)
575
Luther King Capital Management (LKCM)
Texas
$266K

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.