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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
SIA
176
Soltis Investment Advisors
Utah
$3.14M +$430K +3,879 +15%
KDA
177
Kraft Davis & Associates
Missouri
$3.14M +$204K +1,840 +7%
APG
178
Abacus Planning Group
South Carolina
$3.07M -$146K -1,321 -4%
MCWS
179
McKinley Carter Wealth Services
West Virginia
$3.02M -$246K -2,219 -7%
TIM
180
Tortoise Investment Management
New York
$3M -$14.1K -127 -0.5%
PA
181
Pinnacle Associates
New York
$2.98M -$79.6K -718 -3%
MFG
182
Mainsail Financial Group
Washington
$2.98M +$147K +1,325 +5%
CPA
183
Cardiff Park Advisors
California
$2.98M -$45.2K -408 -1%
SAM
184
Strive Asset Management
Ohio
$2.92M +$2.98M +26,876 New
BP
185
Ballentine Partners
Massachusetts
$2.91M +$4.77K +43 +0.2%
OWA
186
One Wealth Advisors
California
$2.9M -$24.1K -217 -0.8%
FCI
187
Financial Counselors Inc
Kansas
$2.84M -$14.6K -132 -0.5%
CastleKeep Investment Advisors
188
CastleKeep Investment Advisors
Connecticut
$2.83M -$363K -3,275 -11%
BCM
189
Becker Capital Management
Oregon
$2.78M
ABC
190
Associated Banc-Corp
Wisconsin
$2.77M +$32.5K +293 +1%
NCM
191
Neumann Capital Management
California
$2.77M +$46.6K +420 +2%
FFA
192
Farther Finance Advisors
California
$2.71M -$20.2K -182 -0.7%
OC
193
Oarsman Capital
Wisconsin
$2.69M -$126K -1,133 -4%
MCA
194
MSH Capital Advisors
Arizona
$2.69M +$332K +2,995 +14%
QWM
195
Quadcap Wealth Management
Texas
$2.68M -$62.7K -566 -2%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$2.6M +$262K +2,364 +11%
FPAS
197
Focus Partners Advisor Solutions
Missouri
$2.6M +$75.3K +679 +3%
EH
198
Equitable Holdings
New York
$2.6M +$168K +1,519 +7%
MCM
199
M1 Capital Management
Michigan
$2.6M +$2.65M +23,895 New
TIA
200
Tiemann Investment Advisors
California
$2.57M -$22.5K -203 -0.8%

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.