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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
BEC
176
Blue Edge Capital
Virginia
$2.66M -$3.01M -32,968 -54%
ASN
177
Advisory Services Network
Georgia
$2.65M -$110K -1,205 -4%
Financial Engines Advisors
178
Financial Engines Advisors
California
$2.63M +$68K +744 +3%
PP
179
PrairieView Partners
Minnesota
$2.62M +$2.65K +29 +0.1%
SAM
180
Silvercrest Asset Management
New York
$2.59M +$2.49M +27,210 New
ATPW
181
Ashton Thomas Private Wealth
Arizona
$2.58M -$29.8K -326 -1%
FPIS
182
Financial Planning & Information Services
Wisconsin
$2.57M +$83.1K +909 +3%
CAM
183
Cresset Asset Management
Illinois
$2.55M +$890K +9,732 +57%
OPW
184
Oxler Private Wealth
New York
$2.52M -$1.68M -18,340 -41%
BCM
185
Becker Capital Management
Oregon
$2.44M – – –
PAG
186
Private Advisor Group
New Jersey
$2.43M +$144K +1,575 +7%
TRCT
187
Tower Research Capital (TRC)
New York
$2.42M -$376K -4,111 -14%
OAM
188
Occidental Asset Management
California
$2.41M +$327K +3,577 +16%
WI
189
Wintrust Investments
Illinois
$2.38M -$5.94K -65 -0.3%
CC
190
Courier Capital
New York
$2.37M +$842K +9,205 +58%
AF
191
AtlasMark Financial
Texas
$2.37M -$3.66K -40 -0.2%
KDA
192
Kraft Davis & Associates
Missouri
$2.33M +$2.19M +24,008 New
BRWA
193
B. Riley Wealth Advisors
Florida
$2.27M -$588K -6,432 -21%
NCM
194
Neumann Capital Management
California
$2.26M +$91.4K +1,000 +4%
NL
195
NWAM LLC
Washington
$2.25M +$315K +3,446 +17%
AF
196
Advisornet Financial
Minnesota
$2.23M +$56.1K +614 +3%
CCA
197
Cadent Capital Advisors
Oklahoma
$2.22M +$22.2K +243 +1%
TIA
198
Tiemann Investment Advisors
California
$2.21M -$90.3K -988 -4%
CSWM
199
Cassady Schiller Wealth Management
Ohio
$2.2M – – –
Natixis Advisors
200
Natixis Advisors
Massachusetts
$2.18M +$20.8K +227 +1%
6 7
8
9 10

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.