iShares S&P Small-Cap 600 Value ETF
645 hedge funds and large institutions have $5.6B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 180 increasing their positions, 221 reducing their positions, and 33 closing their positions.
239% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 33
50% more funds holding in top 10
Funds holding in top 10: 28 → 42 (+14)
38% more capital invested
Capital invested by funds: $4.06B → $5.6B (+$1.54B)
35% more call options, than puts
Call options by funds: $2.7M | Put options by funds: $2M
13% more funds holding
Funds holding: 573 → 645 (+72)
0.36% more ownership
Funds ownership: 63.77% → 64.13% (+0.36%)
19% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$112M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$60.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$51.6M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$49M |
| 5 |
Morgan Stanley
New York
|
+$47.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$134M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$85.1M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$29.8M |
| 4 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$11M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.1M |
IJS Hedge Fund Activity: Q1 2021 in Review
645 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q1 2021, worth a combined $5.6B — up 38% from $4.06B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new IJS positions and 33 closed out — a net gain of 79 holders — while 180 added to existing stakes and 221 trimmed.
The largest buyer was Truist Financial, adding an estimated $112M. The largest seller was Jones Financial Companies, cutting an estimated $134M.
- 645 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q1 2021, up from 573 in Q4 2020.
- Funds reported $5.6B of iShares S&P Small-Cap 600 Value ETF stock for Q1 2021, up 38% quarter-over-quarter.
- 112 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q1 2021 and 33 closed out, a net change of +79 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q1 2021 was Truist Financial, an estimated $112M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q1 2021 was Jones Financial Companies, an estimated $134M sold.
Based on aggregated 13F filings for Q1 2021.