iShares S&P Small-Cap 600 Value ETF
477 hedge funds and large institutions have $2.9B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 191 reducing their positions, and 35 closing their positions.
69% more call options, than puts
Call options by funds: $992K | Put options by funds: $587K
31% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 35
1% more funds holding
Funds holding: 472 → 477 (+5)
2% more capital invested
Capital invested by funds: $2.84B → $2.9B (+$59.8M)
0.18% more ownership
Funds ownership: 125.85% → 126.03% (+0.18%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
24% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
RGT Wealth Advisors
Dallas,
Texas
|
+$52.8M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$29.9M |
| 3 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$19.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$30.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14.1M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
-$10.4M |
| 4 |
EH
Equitable Holdings
New York
|
-$8.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.87M |
IJS Hedge Fund Activity: Q3 2020 in Review
477 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q3 2020, worth a combined $2.9B — up 2.1% from $2.84B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IJS positions and 35 closed out — a net gain of 11 holders — while 146 added to existing stakes and 191 trimmed.
The largest buyer was RGT Wealth Advisors, opening a new position worth an estimated $52.8M. The largest seller was PNC Financial Services Group, cutting an estimated $30.9M.
- 477 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q3 2020, up from 472 in Q2 2020.
- Funds reported $2.9B of iShares S&P Small-Cap 600 Value ETF stock for Q3 2020, up 2.1% quarter-over-quarter.
- 46 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q3 2020 and 35 closed out, a net change of +11 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q3 2020 was RGT Wealth Advisors, an estimated $52.8M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q3 2020 was PNC Financial Services Group, an estimated $30.9M sold.
Based on aggregated 13F filings for Q3 2020.