iShares S&P Small-Cap 600 Value ETF
IJS
369 hedge funds and large institutions have $2.48B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 24 closing their positions.
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
18% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 114
3% more funds holding
Funds holding: 359 → 369 (+10)
1% more capital invested
Capital invested by funds: $2.46B → $2.48B (+$15.4M)
2.51% less ownership
Funds ownership: 104.1% → 101.58% (-2.5%)
15% less funds holding in top 10
Funds holding in top 10: 34 → 29 (-5)
79% less call options, than puts
Call options by funds: $1.72M | Put options by funds: $8.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$26.6M |
| 2 |
PI
PineBridge Investments
New York
|
+$15.4M |
| 3 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$13.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.8M |
| 5 |
Morgan Stanley
New York
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$35.5M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$13.4M |
| 3 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$10.1M |
| 4 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$9.94M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.06M |
IJS Hedge Fund Activity: Q1 2017 in Review
369 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q1 2017, worth a combined $2.48B — up 0.62% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IJS positions and 24 closed out — a net gain of 12 holders — while 135 added to existing stakes and 114 trimmed.
The largest buyer was Bank of America, adding an estimated $26.6M. The largest seller was LPL Financial, cutting an estimated $35.5M.
- 369 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q1 2017, up from 359 in Q4 2016.
- Funds reported $2.48B of iShares S&P Small-Cap 600 Value ETF stock for Q1 2017, up 0.62% quarter-over-quarter.
- 36 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q1 2017 and 24 closed out, a net change of +12 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q1 2017 was Bank of America, an estimated $26.6M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q1 2017 was LPL Financial, an estimated $35.5M sold.
Based on aggregated 13F filings for Q1 2017.