iShares S&P Small-Cap 600 Value ETF
IJS
800 hedge funds and large institutions have $5.73B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 248 increasing their positions, 253 reducing their positions, and 45 closing their positions.
207% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 45
52% more capital invested
Capital invested by funds: $3.77B → $5.73B (+$1.97B)
32% more funds holding in top 10
Funds holding in top 10: 19 → 25 (+6)
15% more call options, than puts
Call options by funds: $3.75M | Put options by funds: $3.27M
12.15% more ownership
Funds ownership: 59.65% → 71.79% (+12%)
12% more funds holding
Funds holding: 715 → 800 (+85)
2% less repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 253
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$357M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$334M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$148M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$102M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$45.9M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$22.5M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$18.4M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$18M |
| 5 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$14.8M |
IJS Hedge Fund Activity: Q4 2023 in Review
800 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2023, worth a combined $5.73B — up 52% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new IJS positions and 45 closed out — a net gain of 93 holders — while 248 added to existing stakes and 253 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was Truist Financial, cutting an estimated $45.9M.
- 800 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2023, up from 715 in Q3 2023.
- Funds reported $5.73B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2023, up 52% quarter-over-quarter.
- 138 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2023 and 45 closed out, a net change of +93 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $357M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2023 was Truist Financial, an estimated $45.9M sold.
Based on aggregated 13F filings for Q4 2023.