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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
FWMP
601
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$235K +$240K +2,164 New
EW
602
Evoke Wealth
California
$235K
PWM
603
Perigon Wealth Management
California
$235K +$10.5K +95 +5%
BFC
604
Bedel Financial Consulting
Indiana
$235K +$235K +2,122 New
GWP
605
Gen-Wealth Partners
Michigan
$234K
FFM
606
Forum Financial Management
Illinois
$234K +$239K +2,155 New
HFS
607
Heritage Financial Services
Massachusetts
$231K
GPA
608
Guidance Point Advisors
Massachusetts
$231K +$1.11K +10 +0.5%
BFG
609
Bleakley Financial Group
New Jersey
$229K +$6.32K +57 +3%
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$228K
PFA
611
Petra Financial Advisors
Colorado
$227K
AWM
612
Aprio Wealth Management
Georgia
$225K +$230K +2,075 New
ACM
613
Advisors Capital Management
New Jersey
$225K -$47.1K -425 -17%
SG
614
Sharper & Granite
California
$225K -$22.2K -200 -9%
KP
615
Keel Point
Alabama
$224K +$229K +2,066 New
IA
616
IFG Advisory
Georgia
$223K +$228K +2,053 New
PPA
617
Painted Porch Advisors
California
$223K +$2.44K +22 +1%
IIC
618
Integrated Investment Consultants
Michigan
$221K +$4.1K +37 +2%
VF
619
Vawter Financial
Ohio
$219K
GFA
620
Gallagher Fiduciary Advisors
Illinois
$219K +$998 +9 +0.4%
BOPW
621
Brandywine Oak Private Wealth
Pennsylvania
$218K +$2.22K +20 +1%
JWM
622
Jeppson Wealth Management
California
$217K
GSWM
623
Greenup Street Wealth Management
Michigan
$216K -$4.74M -42,776 -96%
CM
624
Columbus Macro
Pennsylvania
$216K +$1.66K +15 +0.8%
CTA
625
Camelot Technology Advisors
California
$215K +$554 +5 +0.3%

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.