iShares S&P Small-Cap 600 Value ETF
730 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 233 increasing their positions, 249 reducing their positions, and 53 closing their positions.
604% more call options, than puts
Call options by funds: $1.35M | Put options by funds: $192K
100% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 53
38% more funds holding in top 10
Funds holding in top 10: 21 → 29 (+8)
7% more capital invested
Capital invested by funds: $3.82B → $4.1B (+$281M)
5% more funds holding
Funds holding: 696 → 730 (+34)
0.03% more ownership
Funds ownership: 60.26% → 60.3% (+0.03%)
6% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 249
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$25.7M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$24.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$21.9M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$21.9M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.5M |
| 2 |
RVPG
Relative Value Partners Group
|
-$13.8M |
| 3 |
Cerity Partners
New York
|
-$10.3M |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$6.89M |
| 5 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$5.42M |
IJS Hedge Fund Activity: Q4 2022 in Review
730 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2022, worth a combined $4.1B — up 7.4% from $3.82B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new IJS positions and 53 closed out — a net gain of 53 holders — while 233 added to existing stakes and 249 trimmed.
The largest buyer was Waverly Advisors, adding an estimated $25.7M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.
- 730 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2022, up from 696 in Q3 2022.
- Funds reported $4.1B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
- 106 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2022 and 53 closed out, a net change of +53 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2022 was Waverly Advisors, an estimated $25.7M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2022 was Morgan Stanley, an estimated $14.5M sold.
Based on aggregated 13F filings for Q4 2022.