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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
BSWA
576
Bromfield Sneider Wealth Advisors
Massachusetts
$216K – – –
SFG
577
SNS Financial Group
Minnesota
$216K -$132K -1,439 -39%
FA
578
Flagstar Advisors
New York
$215K +$207K +2,261 New
TLFA
579
True Link Financial Advisors
California
$214K – – –
CIBC Private Wealth Group
580
CIBC Private Wealth Group
Georgia
$213K -$1.19K -13 -0.6%
IIC
581
Integrated Investment Consultants
Michigan
$213K -$17.4K -190 -8%
SB
582
Strategic Blueprint
Georgia
$212K -$319K -3,484 -61%
KCM
583
Kendall Capital Management
Maryland
$210K – – –
QCIG
584
Quad-Cities Investment Group
Iowa
$210K +$202K +2,208 New
DWP
585
Destiny Wealth Partners
Florida
$205K +$190K +2,077 New
IAG
586
Investment Advisory Group
Massachusetts
$203K +$195K +2,130 New
HI
587
Harbour Investments
Wisconsin
$200K +$42.4K +464 +28%
HIA
588
Harbor Investment Advisory
Maryland
$199K +$31.8K +348 +20%
GC
589
Garde Capital
Washington
$191K – – –
DI
590
Disciplined Investments
Oklahoma
$190K -$1.91M -20,862 -91%
CA
591
Clearstead Advisors
Ohio
$182K – – –
AIA
592
Arcadia Investment Advisors
Idaho
$180K – – –
HCM
593
Hollencrest Capital Management
California
$178K – – –
JGIA
594
Jackson Grant Investment Advisers
Connecticut
$171K +$731 +8 +0.4%
RA
595
Rise Advisors
New York
$171K -$9.69K -106 -6%
PMFA
596
Plante Moran Financial Advisors
Michigan
$165K +$10.1K +111 +7%
AWM
597
AllSquare Wealth Management
New York
$159K – – –
TCOV
598
Trust Company of Vermont
Vermont
$147K – – –
MFT
599
Moisand Fitzgerald Tamayo
Florida
$145K -$3.2K -35 -2%
BAAM
600
Baker Avenue Asset Management
California
$142K +$1.92K +21 +1%
22 23
24
25 26

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.