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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
MFWP
626
Mosaic Family Wealth Partners
Missouri
$215K -$1.44K -13 -0.7%
SI
627
Saxon Interests
Texas
$214K -$5.1K -46 -2%
BFA
628
Benningfield Financial Advisors
California
$213K +$218K +1,965 New
CT
629
Coastline Trust
Rhode Island
$213K -$554 -5 -0.3%
WPW
630
Watershed Private Wealth
Illinois
$212K
HIA
631
Harbor Investment Advisory
Maryland
$210K
WIM
632
Westside Investment Management
California
$209K +$11.4K +103 +6%
TCOTS
633
Trust Company of the South
North Carolina
$209K
WCF
634
West Coast Financial
California
$208K
KWAG
635
Kiely Wealth Advisory Group
North Carolina
$207K
DWM
636
Drive Wealth Management
Utah
$207K
PG
637
Prostatis Group
Maryland
$203K +$207K +1,872 New
AIA
638
Arcadia Investment Advisors
Idaho
$202K
PMFA
639
Plante Moran Financial Advisors
Michigan
$202K +$35.4K +319 +21%
MA
640
MONECO Advisors
Connecticut
$201K +$205K +1,853 New
JGIA
641
Jackson Grant Investment Advisers
Connecticut
$201K +$998 +9 +0.5%
VCM
642
Vivaldi Capital Management
Illinois
$201K +$199K +1,795 New
JPLA
643
Joseph P. Lucia & Associates
New York
$200K +$204K +1,844 New
NB
644
NBT Bank
New York
$200K -$1.77K -16 -0.9%
AWM
645
AllSquare Wealth Management
New York
$194K
HI
646
Horizon Investments
North Carolina
$192K +$196K +1,772 New
OP
647
ORG Partners
Indiana
$189K -$2.33K -21 -1%
GC
648
Garde Capital
Washington
$186K -$10.8K -97 -5%
FLP
649
Financial Life Planners
Arizona
$183K +$187K +1,685 New
TRCT
650
Tower Research Capital (TRC)
New York
$182K +$183K +1,654 +7,876%

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.