We are live on ! Find out more
IJS icon

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
PAM
576
Peak Asset Management
Colorado
$237K
FT
577
Fiduciary Trust
Massachusetts
$237K +$228K +2,197 New
FDCDDQ
578
Federation des caisses Desjardins du Quebec
Quebec, Canada
$235K -$28K -270 -11%
MMA
579
Miracle Mile Advisors
California
$234K +$226K +2,174 New
EW
580
Evoke Wealth
California
$233K +$225K +2,163 New
GWP
581
Gen-Wealth Partners
Michigan
$232K
HFS
582
Heritage Financial Services
Massachusetts
$229K
GPA
583
Guidance Point Advisors
Massachusetts
$228K +$208 +2 +0.1%
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$226K
PFA
585
Petra Financial Advisors
Colorado
$225K
ATS
586
Ashton Thomas Securities
New York
$224K +$5.5K +53 +3%
BFG
587
Bleakley Financial Group
New Jersey
$221K +$213K +2,055 New
KWAG
588
Kiely Wealth Advisory Group
North Carolina
$220K
PWM
589
Perigon Wealth Management
California
$220K -$4.47K -43 -2%
PPA
590
Painted Porch Advisors
California
$218K
VF
591
Vawter Financial
Ohio
$217K +$210K +2,020 New
CWM
592
Congress Wealth Management
Massachusetts
$217K +$210K +2,018 New
SI
593
Saxon Interests
Texas
$217K +$209K +2,014 New
CWP
594
Curated Wealth Partners
California
$216K +$209K +2,008 New
GFA
595
Gallagher Fiduciary Advisors
Illinois
$216K +$208K +2,004 New
IIC
596
Integrated Investment Consultants
Michigan
$215K -$27.2K -262 -12%
JWM
597
Jeppson Wealth Management
California
$215K +$208K +2,000 New
BOPW
598
Brandywine Oak Private Wealth
Pennsylvania
$214K +$207K +1,990 New
MFWP
599
Mosaic Family Wealth Partners
Missouri
$214K +$207K +1,990 New
TC
600
TownSquare Capital
Utah
$214K -$89.3K -860 -30%

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.