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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
SIS
201
Sound Income Strategies
Florida
$2.5M -$589K -5,317 -19%
GJIA
202
Glass Jacobson Investment Advisors
Maryland
$2.49M -$83.8K -756 -3%
ATI
203
ARK & TLK Investments
Oklahoma
$2.49M
SC
204
Sapient Capital
Indiana
$2.49M +$229K +2,066 +10%
LFG
205
Larson Financial Group
Missouri
$2.43M -$498K -4,494 -17%
IFG
206
Independent Financial Group
California
$2.43M +$1.82M +16,396 +276%
BIM
207
Bridges Investment Management
Nebraska
$2.38M -$58K -523 -2%
NL
208
NWAM LLC
Washington
$2.37M -$35.7K -322 -1%
PP
209
PrairieView Partners
Minnesota
$2.35M -$57.9K -522 -2%
TSWM
210
Triangle Securities Wealth Management
North Carolina
$2.35M +$5.87K +53 +0.2%
HNB
211
Huntington National Bank
Ohio
$2.34M
FHC
212
First Heartland Consultants
Missouri
$2.32M -$1.43M -12,899 -38%
WB
213
WesBanco Bank
West Virginia
$2.31M -$9.64K -87 -0.4%
AF
214
AtlasMark Financial
Texas
$2.29M +$30.5K +275 +1%
FAIM
215
Financial Advocates Investment Management
Washington
$2.27M +$276K +2,489 +14%
IA
216
IFP Advisors
Florida
$2.22M +$44.8K +404 +2%
AWM
217
Avior Wealth Management
Nebraska
$2.21M -$16.2K -146 -0.7%
CWP
218
Corepath Wealth Partners
Arizona
$2.2M +$72.4K +653 +3%
PSCM
219
Per Stirling Capital Management
Texas
$2.19M +$45.8K +413 +2%
ITC
220
Inspire Trust Company
Nevada
$2.17M +$2.22M +20,000 New
TFG
221
Taylor Financial Group
Virginia
$2.14M +$111K +1,005 +5%
LF
222
LifeSteps Financial
California
$2.12M +$85K +767 +4%
SF
223
Summit Financial
New Jersey
$2.07M -$15.6K -141 -0.7%
GIM
224
Goelzer Investment Management
Indiana
$2.02M -$181K -1,632 -8%
SAM
225
Sequent Asset Management
Texas
$2M

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.