ISHARES ENHANCED U.S. SMALL CAP ETF
IESM
IESM was delisted on the 23rd of August, 2016.
14 hedge funds and large institutions have $7.01M invested in ISHARES ENHANCED U.S. SMALL CAP ETF in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
60% more capital invested
Capital invested by funds: $4.37M → $7.01M (+$2.64M)
40% more funds holding
Funds holding: 10 → 14 (+4)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$957K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$513K |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
+$470K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$346K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$154K |
| 2 |
LPL Financial
San Diego,
California
|
-$98.2K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$12K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$1.76K |
IESM Hedge Fund Activity: Q1 2015 in Review
14 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ISHARES ENHANCED U.S. SMALL CAP ETF (IESM) for Q1 2015, worth a combined $7.01M — up 60% from $4.37M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IESM positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $957K. The largest seller was National Planning Corporation, exiting entirely with an estimated $154K sold.
- 14 institutional investors held ISHARES ENHANCED U.S. SMALL CAP ETF (IESM) as of Q1 2015, up from 10 in Q4 2014.
- Funds reported $7.01M of ISHARES ENHANCED U.S. SMALL CAP ETF stock for Q1 2015, up 60% quarter-over-quarter.
- 5 funds opened new ISHARES ENHANCED U.S. SMALL CAP ETF positions in Q1 2015 and 1 closed out, a net change of +4 holders.
- The largest ISHARES ENHANCED U.S. SMALL CAP ETF buyer in Q1 2015 was AssetMark Inc, an estimated $957K added.
- The largest ISHARES ENHANCED U.S. SMALL CAP ETF seller in Q1 2015 was National Planning Corporation, an estimated $154K sold.
Based on aggregated 13F filings for Q1 2015.