iShares S&P Small-Cap 600 Value ETF
IJS
573 hedge funds and large institutions have $4.06B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 128 increasing their positions, 217 reducing their positions, and 27 closing their positions.
389% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 27
87% more funds holding in top 10
Funds holding in top 10: 15 → 28 (+13)
79% more call options, than puts
Call options by funds: $2.58M | Put options by funds: $1.44M
40% more capital invested
Capital invested by funds: $2.9B → $4.06B (+$1.16B)
20% more funds holding
Funds holding: 477 → 573 (+96)
41% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 217
62.26% less ownership
Funds ownership: 126.03% → 63.77% (-62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$24.6M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$22.2M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$15.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$14.9M |
| 5 |
Morgan Stanley
New York
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$61.6M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$18.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18M |
| 4 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$7.9M |
| 5 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$7.73M |
IJS Hedge Fund Activity: Q4 2020 in Review
573 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2020, worth a combined $4.06B — up 40% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new IJS positions and 27 closed out — a net gain of 105 holders — while 128 added to existing stakes and 217 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $24.6M. The largest seller was Jones Financial Companies, cutting an estimated $61.6M.
- 573 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2020, up from 477 in Q3 2020.
- Funds reported $4.06B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2020, up 40% quarter-over-quarter.
- 132 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2020 and 27 closed out, a net change of +105 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2020 was World Investment Advisors, an estimated $24.6M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2020 was Jones Financial Companies, an estimated $61.6M sold.
Based on aggregated 13F filings for Q4 2020.