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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
BEC
101
Blue Edge Capital
Virginia
$6.46M +$1.1M +9,902 +20%
Corient Private Wealth
102
Corient Private Wealth
Florida
$6.43M -$994K -8,964 -13%
CCWM
103
Cassaday & Co Wealth Management
Virginia
$6.32M +$90.1K +813 +1%
IF
104
Ironwood Financial
Arizona
$6.23M -$367K -3,314 -5%
SIM
105
Sims Investment Management
Ohio
$6.19M +$6.32M +57,027 New
FCB
106
First County Bank
Connecticut
$6.01M +$439K +3,963 +8%
CC
107
Courier Capital
New York
$5.83M +$583K +5,257 +11%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$5.83M +$685K +6,179 +13%
Franklin Resources
109
Franklin Resources
California
$5.81M +$147K +1,326 +3%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$5.8M +$366K +3,305 +7%
OAM
111
Occidental Asset Management
California
$5.74M -$86.5K -780 -1%
IWC
112
Integrated Wealth Concepts
Massachusetts
$5.74M +$216K +1,952 +4%
NFC
113
Northeast Financial Consultants
Connecticut
$5.74M -$103K -928 -2%
GLA
114
Great Lakes Advisors
Illinois
$5.73M -$436K -3,937 -7%
RA
115
Rodgers & Associates
Pennsylvania
$5.7M +$7.43K +67 +0.1%
SFO
116
Stokes Family Office
Louisiana
$5.66M +$26K +235 +0.5%
CFGA
117
Cambridge Financial Group (Arizona)
Arizona
$5.59M -$3.55K -32 -0.1%
CIA
118
Concurrent Investment Advisors
Florida
$5.57M +$70.2K +633 +1%
MA
119
Mutual Advisors
Nebraska
$5.57M +$1.86M +16,760 +49%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$5.56M +$184K +1,659 +3%
CWL
121
Causey Wealth LLC
Colorado
$5.54M +$5.66M +51,051 New
MML Investors Services
122
MML Investors Services
Massachusetts
$5.41M +$93.1K +840 +2%
SPC
123
Sigma Planning Corp
Michigan
$5.4M -$78.3K -706 -1%
CAM
124
Cresset Asset Management
Illinois
$5.39M -$909K -8,197 -14%
SFS
125
Sowell Financial Services
Arkansas
$5.39M +$607K +5,478 +12%

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.