iShares S&P Small-Cap 600 Value ETF
IJS
683 hedge funds and large institutions have $6.92B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 233 increasing their positions, 230 reducing their positions, and 35 closing their positions.
137% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 35
89% more call options, than puts
Call options by funds: $4.65M | Put options by funds: $2.46M
24% more capital invested
Capital invested by funds: $5.6B → $6.92B (+$1.32B)
6% more funds holding
Funds holding: 645 → 683 (+38)
5% more funds holding in top 10
Funds holding in top 10: 42 → 44 (+2)
4.1% more ownership
Funds ownership: 64.13% → 68.23% (+4.1%)
1% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 230
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$434M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$231M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$138M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$54.2M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$52.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$29.1M |
| 2 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$25.9M |
| 3 |
COI
Connable Office Inc
Kalamazoo,
Michigan
|
-$13.6M |
| 4 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$12.1M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$10.9M |
IJS Hedge Fund Activity: Q2 2021 in Review
683 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q2 2021, worth a combined $6.92B — up 24% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new IJS positions and 35 closed out — a net gain of 48 holders — while 233 added to existing stakes and 230 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $434M. The largest seller was Morgan Stanley, cutting an estimated $29.1M.
- 683 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q2 2021, up from 645 in Q1 2021.
- Funds reported $6.92B of iShares S&P Small-Cap 600 Value ETF stock for Q2 2021, up 24% quarter-over-quarter.
- 83 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q2 2021 and 35 closed out, a net change of +48 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $434M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q2 2021 was Morgan Stanley, an estimated $29.1M sold.
Based on aggregated 13F filings for Q2 2021.