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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
PCTC
801
Perkins Coie Trust Company
Washington
$8.47K +$8.64K +78 New
CA
802
Crewe Advisors
Utah
$7.17K
AAP
803
Arax Advisory Partners
Colorado
$7.14K +$111 +1 +2%
BA
804
Ballast Advisors
Minnesota
$6.52K
SWM
805
Sugarloaf Wealth Management
Georgia
$5.71K +$111 +1 +2%
BWL
806
Bogart Wealth LLC
Virginia
$5.65K
AWM
807
Accredited Wealth Management
Kentucky
$5.65K +$5.76K +52 New
RIA
808
Realta Investment Advisors
Delaware
$5.6K
EWM
809
EPG Wealth Management
Georgia
$5.43K
HGERS
810
Householder Group Estate & Retirement Specialist
Arizona
$4K -$21.2K -191 -83%
PA
811
Pineridge Advisors
Missouri
$3.51K
HCA
812
Heck Capital Advisors
Wisconsin
$3.35K -$551K -4,969 -99%
FDCP
813
Foster Dykema Cabot & Partners
Massachusetts
$2.82K
ME
814
McIlrath & Eck
Washington
$2.61K -$665 -6 -20%
PB
815
Pinnacle Bancorp
Nebraska
$2.17K -$9.53K -86 -81%
NL
816
NVWM LLC
Pennsylvania
$2.08K
WBC
817
West Branch Capital
Massachusetts
$1.63K
KA
818
Kozak & Associates
Colorado
$1.44K
FGC
819
Financial Gravity Companies
Texas
$760
DF
820
Dunhill Financial
United Kingdom
$326
IHWM
821
Iron Horse Wealth Management
Iowa
$255
RWM
822
Rialto Wealth Management
New York
$218 +$222 +2 New
Qube Research & Technologies (QRT)
823
Qube Research & Technologies (QRT)
United Kingdom
$217 -$42.5K -383 -99%
SFM
824
Systematic Financial Management
New Jersey
$192 +$111 +1 New
ICM
825
Islay Capital Management
Texas
$163

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.