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iShares S&P Small-Cap 600 Value ETF
IJS

735 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 216 increasing their positions, 281 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

490% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $295K

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

1.36% more ownership

Funds ownership: 58.99% → 60.35% (+1.4%)

1% more funds holding

Funds holding: 728 → 735 (+7)

1% more capital invested

Capital invested by funds: $4.08B → $4.11B (+$31.8M)

23% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 281

Holders
735
Holders Change
+7
Holders Change %
+0.96%
% of All Funds
11.54%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
55
Increased
216
Reduced
281
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$88.9M
2
MWM
Modera Wealth Management
New Jersey
+$65.4M
3
Lido Advisors
Lido Advisors
California
+$5.03M
4
Cerity Partners
Cerity Partners
New York
+$4.37M
5
PFA
Petra Financial Advisors
Colorado
+$4.17M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$25.8M
2
Ameriprise
Ameriprise
Minnesota
-$22.6M
3
UBS Group
UBS Group
Switzerland
-$18.8M
4
Bank of America
Bank of America
North Carolina
-$16.9M
5
CT
Coastline Trust
Rhode Island
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
551
Anchor Investment Management
South Carolina
$232K – – –
CW
552
Connectus Wealth
Ohio
$230K +$4.11K +45 +2%
BMCM
553
Bryn Mawr Capital Management
Pennsylvania
$229K +$220K +2,406 New
H
554
HoyleCohen
California
$228K +$220K +2,402 New
QPWM
555
Quadrant Private Wealth Management
Pennsylvania
$228K -$21.5K -235 -9%
VFA
556
Valeo Financial Advisors
Indiana
$226K -$9.96K -109 -4%
AP
557
Atwood & Palmer
Missouri
$225K – – –
RRC
558
Relaxing Retirement Coach
Massachusetts
$225K – – –
GL
559
Graypoint LLC
New York
$225K +$217K +2,370 New
AAP
560
Arax Advisory Partners
Colorado
$225K -$1.25M -13,622 -85%
TFS
561
Thoroughbred Financial Services
Tennessee
$225K – – –
SG
562
Sharper & Granite
California
$224K +$216K +2,360 New
PA
563
PFG Advisors
Arizona
$224K -$67K -733 -24%
CFS
564
Cannon Financial Strategists
Georgia
$224K – – –
NB
565
Nicolet Bankshares
Wisconsin
$223K – – –
QCG
566
Quadrant Capital Group
Ohio
$222K -$107K -1,166 -33%
CPP
567
Capasso Planning Partners
South Carolina
$220K +$4.94K +54 +2%
PFO
568
Pathstone Family Office
New Jersey
$219K +$211K +2,304 New
HIMC
569
Heritage Investors Management Corp
Maryland
$219K – – –
MIM
570
Marco Investment Management
Georgia
$218K -$1.1K -12 -0.5%
SI
571
Saxon Interests
Texas
$218K +$209K +2,289 New
MCCP
572
Mission Creek Capital Partners
California
$217K -$1.46K -16 -0.7%
FM
573
Foster & Motley
Ohio
$217K – – –
TH
574
Team Hewins
California
$217K – – –
FFN
575
Focus Financial Network
Minnesota
$216K -$596K -6,521 -74%
21 22
23
24 25

IJS Hedge Fund Activity: Q2 2023 in Review

735 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q2 2023, worth a combined $4.11B — up 0.78% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IJS positions and 37 closed out — a net gain of 18 holders — while 216 added to existing stakes and 281 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $88.9M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.8M.

  • 735 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q2 2023, up from 728 in Q1 2023.
  • Funds reported $4.11B of iShares S&P Small-Cap 600 Value ETF stock for Q2 2023, up 0.78% quarter-over-quarter.
  • 55 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q2 2023 and 37 closed out, a net change of +18 holders.
  • The largest iShares S&P Small-Cap 600 Value ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $88.9M added.
  • The largest iShares S&P Small-Cap 600 Value ETF seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2023.