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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
MCM
576
MidAtlantic Capital Management
Virginia
$264K -$1.11K -10 -0.4%
TC
577
TownSquare Capital
Utah
$261K +$46.4K +419 +21%
BNP Paribas Financial Markets
578
BNP Paribas Financial Markets
France
$260K +$123K +1,114 +87%
AFA
579
American Financial Advisors
Georgia
$258K -$1.11K -10 -0.4%
HCP
580
Hardin Capital Partners
South Carolina
$256K
WC
581
Weil Company
California
$253K +$222 +2 +0.1%
QCG
582
Quadrant Capital Group
Ohio
$253K -$203K -1,833 -44%
HWM
583
HB Wealth Management
Georgia
$253K +$258K +2,329 New
CFS
584
Cannon Financial Strategists
Georgia
$251K
MBFW
585
Morton Brown Family Wealth
Pennsylvania
$250K
SSB
586
Sandy Spring Bank
Maryland
$250K
MIM
587
Marco Investment Management
Georgia
$249K
TH
588
Team Hewins
California
$248K
CFS
589
CGC Financial Services
Oregon
$247K -$36.1K -326 -13%
PJWM
590
Philip James Wealth Mangement
Georgia
$245K +$1.11K +10 +0.4%
HIMC
591
Heritage Investors Management Corp
Maryland
$244K
CFG
592
Cosner Financial Group
Colorado
$244K
CWA
593
CogentBlue Wealth Advisors
Tennessee
$244K +$249K +2,242 New
FM
594
Foster & Motley
Ohio
$243K +$222 +2 +0.1%
VFG
595
Victory Financial Group
Texas
$243K +$248K +2,233 New
KFP
596
Keener Financial Planning
Texas
$241K
PAM
597
Peak Asset Management
Colorado
$239K
SFS
598
Sharp Financial Services
Pennsylvania
$239K
FT
599
Fiduciary Trust
Massachusetts
$239K
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K

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.