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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
AWE
151
Avidian Wealth Enterprises
Texas
$4.35M -$149K -1,340 -3%
CA
152
Centerpoint Advisors
Massachusetts
$4.33M -$158K -1,422 -3%
FCFC
153
First Citizens Financial Corp
Iowa
$4.31M -$37.4K -337 -0.8%
BWM
154
BKM Wealth Management
Wisconsin
$4.27M -$51.8K -467 -1%
1IA
155
1834 Investment Advisors
Wisconsin
$4.19M -$700K -6,319 -14%
KAS
156
Kestra Advisory Services
Texas
$4.16M +$178K +1,610 +4%
EFM
157
Eley Financial Management
Vermont
$4.05M +$185K +1,668 +5%
FFG
158
Fortress Financial Group
Minnesota
$4.05M +$4.13M +37,295 New
SP
159
Sequent Planning
Nebraska
$3.99M -$431K -3,885 -10%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$3.95M +$700K +6,318 +21%
FMC
161
First Merchants Corp
Indiana
$3.88M -$174K -1,572 -4%
SLT
162
St Louis Trust
Missouri
$3.87M +$443 +4 +0%
TYCC
163
Texas Yale Capital Corp
Florida
$3.83M -$188K -1,700 -5%
AIM
164
Access Investment Management
Georgia
$3.76M +$25.5K +230 +0.7%
SFA
165
Salus Financial Advisors
Colorado
$3.59M +$3.66M +33,050 New
BFM
166
Broadview Financial Management
Wisconsin
$3.49M -$177K -1,594 -5%
SWA
167
SOA Wealth Advisors
New York
$3.39M -$48.5K -438 -1%
I
168
InvesTrust
Oklahoma
$3.38M +$3.47M +31,268 New
UB
169
UMB Bank
Missouri
$3.35M -$110K -993 -3%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$3.33M -$1.71M -15,392 -33%
LCM
171
Liberty Capital Management
Michigan
$3.3M -$11.2K -101 -0.3%
NL
172
NDWM LLC
California
$3.3M -$20.9K -189 -0.6%
Northern Trust
173
Northern Trust
Illinois
$3.19M +$109K +984 +3%
Brown Advisory
174
Brown Advisory
Maryland
$3.16M +$2.49M +22,423 +335%
AWP
175
Astra Wealth Partners
New Jersey
$3.16M +$3.22M +29,062 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.