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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
HFBOT
76
Home Federal Bank of Tennessee
Tennessee
$8.73M -$174K -1,569 -2%
TW
77
TrinityPoint Wealth
Connecticut
$8.68M +$1.13M +10,235 +15%
SWA
78
Sax Wealth Advisors
New Jersey
$8.66M -$100K -903 -1%
MBI
79
May Barnhard Investments
Maryland
$8.63M -$49.9K -450 -0.6%
US Bancorp
80
US Bancorp
Minnesota
$8.47M -$1.57M -14,125 -15%
EAM
81
Evanson Asset Management
California
$8.46M +$8.2K +74 +0.1%
CAL
82
Capital Advisors Ltd
Ohio
$8.23M -$76.7K -692 -0.9%
PFPT
83
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.17M +$296K +2,668 +4%
RC
84
Rovin Capital
Arizona
$8.13M +$5.35M +48,248 +181%
SPIA
85
Steward Partners Investment Advisory
New York
$8.08M -$125K -1,132 -1%
TFF
86
The Family Firm
Maryland
$8.05M -$69.4K -626 -0.4%
WSFS
87
Wilmington Savings Fund Society
Delaware
$7.81M -$199K -1,797 -2%
CWM
88
Cordatus Wealth Management
Pennsylvania
$7.8M +$88.3K +797 +1%
WQ
89
Wealth Quarterback
New Jersey
$7.79M +$149K +1,348 +2%
CPIG
90
Chicago Partners Investment Group
Illinois
$7.67M -$39.3K -355 -0.5%
AWS
91
Atria Wealth Solutions
New York
$7.52M +$402K +3,624 +6%
OPW
92
Oxler Private Wealth
New York
$7.45M +$58.2K +525 +0.8%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$7.4M -$386K -3,487 -5%
JWBC
94
J.W. Burns & Co
New York
$7.29M -$198K -1,783 -3%
AF
95
Allworth Financial
California
$7.28M +$4.38M +39,514 +152%
SC
96
Sepio Capital
Utah
$7.24M +$404K +3,648 +6%
PL
97
Polianta Ltd
Jersey
$7.15M +$7.29M +65,800 New
IFS
98
Ifrah Financial Services
Arkansas
$7.11M -$32.1K -290 -0.4%
NAM
99
NorthCrest Asset Manangement
Minnesota
$7.1M -$14.6K -132 -0.2%
AFG
100
Atomi Financial Group
New York
$6.56M +$1.07M +9,664 +19%

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.