iShares S&P Small-Cap 600 Value ETF
448 hedge funds and large institutions have $3.3B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 27 closing their positions.
52% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 27
23% more capital invested
Capital invested by funds: $2.68B → $3.3B (+$623M)
7.22% more ownership
Funds ownership: 103.68% → 110.9% (+7.2%)
3% more funds holding
Funds holding: 437 → 448 (+11)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
8% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 152
88% less call options, than puts
Call options by funds: $359K | Put options by funds: $3.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$347M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.8M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$23.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$17.8M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$16.3M |
| 3 |
TA
Townsend & Associates
Westminster,
Colorado
|
-$11.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.76M |
| 5 |
Morgan Stanley
New York
|
-$8.71M |
IJS Hedge Fund Activity: Q2 2018 in Review
448 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q2 2018, worth a combined $3.3B — up 23% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IJS positions and 27 closed out — a net gain of 14 holders — while 140 added to existing stakes and 152 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $347M. The largest seller was LPL Financial, cutting an estimated $17.8M.
- 448 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q2 2018, up from 437 in Q1 2018.
- Funds reported $3.3B of iShares S&P Small-Cap 600 Value ETF stock for Q2 2018, up 23% quarter-over-quarter.
- 41 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q2 2018 and 27 closed out, a net change of +14 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q2 2018 was Jones Financial Companies, an estimated $347M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q2 2018 was LPL Financial, an estimated $17.8M sold.
Based on aggregated 13F filings for Q2 2018.