iShares S&P Small-Cap 600 Value ETF
IJS
314 hedge funds and large institutions have $2.02B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 15 closing their positions.
193% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 15
29% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 93
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
9% more funds holding
Funds holding: 288 → 314 (+26)
5% more capital invested
Capital invested by funds: $1.93B → $2.02B (+$87.6M)
5.34% less ownership
Funds ownership: 116.3% → 110.96% (-5.3%)
55% less call options, than puts
Call options by funds: $5.44M | Put options by funds: $12.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$20.1M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$16.8M |
| 3 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
+$9.11M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$5.73M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$47M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$25.5M |
| 3 |
LPL Financial
San Diego,
California
|
-$19.9M |
| 4 |
Morgan Stanley
New York
|
-$10.5M |
| 5 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
-$6.89M |
IJS Hedge Fund Activity: Q2 2016 in Review
314 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q2 2016, worth a combined $2.02B — up 4.5% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IJS positions and 15 closed out — a net gain of 29 holders — while 120 added to existing stakes and 93 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $20.1M. The largest seller was Wells Fargo, cutting an estimated $47M.
- 314 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q2 2016, up from 288 in Q1 2016.
- Funds reported $2.02B of iShares S&P Small-Cap 600 Value ETF stock for Q2 2016, up 4.5% quarter-over-quarter.
- 44 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q2 2016 and 15 closed out, a net change of +29 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q2 2016 was Bessemer Group, an estimated $20.1M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q2 2016 was Wells Fargo, an estimated $47M sold.
Based on aggregated 13F filings for Q2 2016.