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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
FWA
776
FSC Wealth Advisors
New York
$17.3K +$15.8K +143 +894%
EB
777
Eastern Bank
Massachusetts
$16.3K
VCM
778
Viewpoint Capital Management
Washington
$16.3K
EWA
779
EverSource Wealth Advisors
Alabama
$15.7K +$14.6K +132 +1,015%
ITIM
780
Indiana Trust & Investment Management
Indiana
$13.9K -$15.3K -138 -52%
BCMLT
781
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2K +$111 +1 +0.8%
MWM
782
Mascoma Wealth Management
New Hampshire
$13K
SMAM
783
Sugar Maple Asset Management
Wisconsin
$12.9K +$13.2K +119 New
PP
784
Pacifica Partners
Canada
$12.8K
GSWM
785
Golden State Wealth Management
California
$12.5K +$12.7K +115 New
CW
786
Curio Wealth
Maryland
$12.1K +$12.3K +111 New
RI
787
Ridgewood Investments
New Jersey
$11.9K
T
788
Transce3nd
Texas
$11.9K +$12.2K +110 New
BFPW
789
BOK Financial Private Wealth
Colorado
$11.4K -$998 -9 -8%
OHWP
790
Oak Harbor Wealth Partners
North Carolina
$10.9K
RP
791
Rice Partnership
Hawaii
$10.9K
OPTFSNA
792
Old Point Trust & Financial Services N A
Virginia
$10.9K +$11.1K +100 New
BONH
793
Bank of New Hampshire
New Hampshire
$10.2K
BIG
794
Brooklyn Investment Group
New York
$9.79K +$10.1K +91 New
MIM
795
MTM Investment Management
South Carolina
$9.78K
WWP
796
WR Wealth Planners
Missouri
$9.55K -$10.5K -95 -52%
RCM
797
Richardson Capital Management
Wisconsin
$9.39K -$14.1K -127 -60%
CSC
798
Caldwell Sutter Capital
California
$9.34K
SN
799
Sittner & Nelson
Oregon
$8.8K
S
800
Sachetta
Massachusetts
$8.5K +$8.64K +78 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.