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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
CW
126
Code Waechter
Florida
$5.35M +$776 +7 +0%
SL
127
Salomon & Ludwin
Virginia
$5.25M -$239K -2,157 -4%
AWP
128
Accretive Wealth Partners
New Jersey
$5.25M -$10.8K -97 -0.2%
QC
129
Quent Capital
New York
$5.16M +$75.8K +684 +1%
ACIM
130
Azimuth Capital Investment Management
Michigan
$5.06M -$222K -2,000 -4%
EWA
131
EP Wealth Advisors
California
$4.99M +$1.03M +9,272 +25%
CGA
132
Crescent Grove Advisors
Illinois
$4.99M +$16.3K +147 +0.3%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$4.99M +$136K +1,225 +3%
PAI
134
Pittenger & Anderson Inc
Nebraska
$4.96M
LFAS
135
Level Four Advisory Services
Texas
$4.93M +$30.3K +273 +0.6%
ASN
136
Advisory Services Network
Georgia
$4.85M -$55.5K -501 -1%
GT
137
Greenleaf Trust
Michigan
$4.83M -$28.7K -259 -0.6%
LFS
138
Lutz Financial Services
Nebraska
$4.78M -$11.7K -106 -0.2%
SCG
139
Sonata Capital Group
Washington
$4.78M +$31.9K +288 +0.7%
DIP
140
DT Investment Partners
Pennsylvania
$4.77M
EK
141
Evensky & Katz
Florida
$4.75M -$146K -1,317 -3%
EWM
142
Empirical Wealth Management
Washington
$4.71M
PA
143
Parallel Advisors
California
$4.7M -$123K -1,108 -2%
CFG
144
Clayton Financial Group
Missouri
$4.59M +$141K +1,273 +3%
PAG
145
Private Advisor Group
New Jersey
$4.54M +$1.39M +12,534 +43%
LC
146
LTG Capital
Massachusetts
$4.47M +$9.75K +88 +0.2%
GLLW
147
Graves Light Lenhart Wealth
Virginia
$4.41M +$74K +668 +2%
BHIA
148
Birch Hill Investment Advisors
Massachusetts
$4.38M +$298K +2,688 +7%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$4.38M +$183K +1,653 +4%
ATPW
150
Ashton Thomas Private Wealth
Arizona
$4.35M +$1.55M +13,948 +53%

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.