iShares S&P Small-Cap 600 Value ETF
353 hedge funds and large institutions have $2.32B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 123 reducing their positions, and 35 closing their positions.
1% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 123
0.88% less ownership
Funds ownership: 101.58% → 100.7% (-0.88%)
4% less funds holding
Funds holding: 369 → 353 (-16)
6% less capital invested
Capital invested by funds: $2.48B → $2.32B (-$155M)
14% less funds holding in top 10
Funds holding in top 10: 29 → 25 (-4)
31% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.2M |
| 2 |
Goldman Sachs
New York
|
+$7.53M |
| 3 |
N
Natixis
Paris,
France
|
+$6.91M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.51M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$23.5M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
-$18.8M |
| 3 |
Morgan Stanley
New York
|
-$18.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.9M |
| 5 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$14.2M |
IJS Hedge Fund Activity: Q2 2017 in Review
353 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q2 2017, worth a combined $2.32B — down 6.3% from $2.48B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of IJS and 24 opened new positions — a net loss of 11 holders — while 123 trimmed existing stakes and 122 added.
The largest buyer was Fidelity Investments, adding an estimated $11.2M. The largest seller was Wells Fargo, cutting an estimated $23.5M.
- 353 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q2 2017, down from 369 in Q1 2017.
- Funds reported $2.32B of iShares S&P Small-Cap 600 Value ETF stock for Q2 2017, down 6.3% quarter-over-quarter.
- 24 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q2 2017 and 35 closed out, a net change of -11 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q2 2017 was Fidelity Investments, an estimated $11.2M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q2 2017 was Wells Fargo, an estimated $23.5M sold.
Based on aggregated 13F filings for Q2 2017.