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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
VWWMG
751
Vermillion & White Wealth Management Group
Pennsylvania
$32.6K
MWA
752
Medallion Wealth Advisors
Connecticut
$32.6K +$33.3K +300 New
GWSG
753
GPS Wealth Strategies Group
Colorado
$32.2K +$1.22K +11 +4%
SC
754
Stephens Consulting
Michigan
$32K +$222 +2 +0.7%
CICI
755
Capital Investment Counsel Inc
North Carolina
$29.1K
NWWA
756
New Wave Wealth Advisors
Arkansas
$28.8K +$29.4K +265 New
UIA
757
Ulland Investment Advisors
Minnesota
$27K
PCM
758
Palouse Capital Management
Washington
$26.5K +$27K +244 New
TAM
759
Tucker Asset Management
Colorado
$25.8K -$5.32K -48 -17%
MWM
760
MGB Wealth Management
Texas
$25.8K
FCG
761
Financial Connections Group
California
$25K
CB
762
Centennial Bank
Arkansas
$25K
VHAM
763
Van Hulzen Asset Management
California
$24.9K +$25.4K +229 New
S
764
SignatureFD
Georgia
$24.4K
RFS
765
Richardson Financial Services
Massachusetts
$24.2K
AF
766
Atala Financial
California
$21.9K +$22.4K +202 New
FUBT
767
First United Bank & Trust
Maryland
$21.7K
Russell Investments Group
768
Russell Investments Group
United Kingdom
$21.6K +$665 +6 +3%
PWA
769
Principia Wealth Advisory
Texas
$21K +$21.4K +193 New
FWM
770
FSA Wealth Management
Massachusetts
$19.7K
NWMP
771
Noble Wealth Management PBC
Colorado
$19.6K +$20K +180 New
FFA
772
Founders Financial Alliance
North Carolina
$19K -$3.88K -35 -17%
CSPIA
773
Cary Street Partners Investment Advisory
Virginia
$18.6K -$1.04M -9,390 -98%
RTL
774
Red Tortoise LLC
Georgia
$18.5K +$111 +1 +0.6%
WTFG
775
Wood Tarver Financial Group
Idaho
$18K +$18.6K +168 New

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.