iShares S&P Small-Cap 600 Value ETF
468 hedge funds and large institutions have $3.24B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 150 increasing their positions, 153 reducing their positions, and 76 closing their positions.
353% more call options, than puts
Call options by funds: $2.81M | Put options by funds: $620K
8% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 76
0% more funds holding
Funds holding: 466 → 468 (+2)
0.95% less ownership
Funds ownership: 122.39% → 121.44% (-0.95%)
2% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 153
17% less funds holding in top 10
Funds holding in top 10: 30 → 25 (-5)
24% less capital invested
Capital invested by funds: $4.28B → $3.24B (-$1.04B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$39.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$21.2M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$19.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.1M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$79.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$31.9M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$28.9M |
| 4 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$26.7M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$25M |
IJS Hedge Fund Activity: Q4 2018 in Review
468 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2018, worth a combined $3.24B — down 24% from $4.28B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IJS positions and 76 closed out — a net gain of 6 holders — while 150 added to existing stakes and 153 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $39.2M. The largest seller was Donoghue Forlines, exiting entirely with an estimated $79.6M sold.
- 468 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2018, up from 466 in Q3 2018.
- Funds reported $3.24B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2018, down 24% quarter-over-quarter.
- 82 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2018 and 76 closed out, a net change of +6 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2018 was Jones Financial Companies, an estimated $39.2M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2018 was Donoghue Forlines, an estimated $79.6M sold.
Based on aggregated 13F filings for Q4 2018.