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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
CTB
701
Country Trust Bank
Illinois
$71.6K
RIL
702
Rothschild Investment LLC
Illinois
$69.9K
GWM
703
Geneos Wealth Management
Colorado
$69.4K -$34.1K -308 -33%
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68.3K -$77.7K -701 -53%
BA
705
Bellwether Advisors
Nebraska
$66.8K +$68.2K +615 New
CTA
706
Colonial Trust Advisors
South Carolina
$66K
KPP
707
Kings Path Partners
Texas
$66K
CWM
708
Crowley Wealth Management
Delaware
$65.6K +$66.9K +604 New
MCM
709
Mainstream Capital Management
California
$65.2K +$66.5K +600 New
CWM
710
CarsonAllaria Wealth Management
Illinois
$61.7K +$20.5K +185 +48%
MA
711
Montag & Associates
Georgia
$61.6K
CTC
712
Central Trust Company
Missouri
$60.7K
AAG
713
Armstrong Advisory Group
Massachusetts
$59.7K
PIA
714
Powell Investment Advisors
Florida
$57.9K
TWM
715
Topsail Wealth Management
North Carolina
$57.8K +$59K +532 New
JEST
716
JTC Employer Solutions Trustee
Jersey
$57K
HWM
717
HighMark Wealth Management
Minnesota
$55.8K -$586K -5,290 -91%
GI
718
GAMMA Investing
California
$54.4K
GIP
719
Granite Investment Partners
California
$52.2K
APW
720
Acima Private Wealth
Virginia
$50.5K
CAM
721
Creekmur Asset Management
Illinois
$50.5K
KTC
722
Kentucky Trust Company
Kentucky
$50K +$51K +460 New
FRA
723
Front Row Advisors
California
$48.9K
SWP
724
SIMA Wealth Partners
Virginia
$47.8K -$11.1K -100 -19%
Allspring Global Investments
725
Allspring Global Investments
North Carolina
$47.6K

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.