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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
HWA
651
HHM Wealth Advisors
Tennessee
$180K
AssetMark Inc
652
AssetMark Inc
California
$177K +$24.4K +220 +16%
VWA
653
VSM Wealth Advisory
Maryland
$166K +$169K +1,527 New
WCM
654
Winthrop Capital Management
Indiana
$165K +$169K +1,524 New
SIM
655
Synergy Investment Management
Florida
$156K +$159K +1,436 New
OC
656
Oakworth Capital
Alabama
$154K +$52.9K +477 +50%
RA
657
Rise Advisors
New York
$147K -$24.7K -223 -14%
AIC
658
Archer Investment Corporation
Indiana
$145K +$111 +1 +0.1%
IRAG
659
Investment Research & Advisory Group
Georgia
$141K
CF
660
Centaurus Financial
California
$140K -$3.21K -29 -2%
EPW
661
Evergreen Private Wealth
Colorado
$140K +$998 +9 +0.7%
WI
662
Wintrust Investments
Illinois
$139K -$173K -1,559 -55%
DWM
663
Dogwood Wealth Management
Kansas
$139K -$5.54K -50 -4%
AP
664
Atwood & Palmer
Missouri
$138K
LI
665
LRI Investments
Florida
$137K
HCM
666
Hollencrest Capital Management
California
$136K
CWM
667
Copia Wealth Management
Oregon
$133K +$136K +1,224 New
WB
668
Webster Bank
Connecticut
$131K
HPC
669
HM Payson & Co
Maine
$130K
LWANC
670
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K
BTI
671
Blue Trust Inc
Georgia
$128K +$11.1K +100 +9%
LAMC
672
Longview Asset Management (California)
California
$127K +$130K +1,173 New
DSC
673
Duncker Streett & Co
Missouri
$119K
AT
674
Arlington Trust
Alabama
$118K
CA
675
Continuum Advisory
Idaho
$118K

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.