iShares S&P Small-Cap 600 Value ETF
IJS
433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.
300% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 23
33% more funds holding in top 10
Funds holding in top 10: 21 → 28 (+7)
18% more funds holding
Funds holding: 366 → 433 (+67)
15% more call options, than puts
Call options by funds: $2.32M | Put options by funds: $2.01M
12% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 126
11% more capital invested
Capital invested by funds: $2.47B → $2.76B (+$284M)
1.39% more ownership
Funds ownership: 102.82% → 104.21% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$23.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.4M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$14.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PineBridge Investments
New York
|
-$60.6M |
| 2 |
Goldman Sachs
New York
|
-$7.59M |
| 3 |
Citigroup
New York
|
-$5.01M |
| 4 |
Morgan Stanley
New York
|
-$4.9M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$4.46M |
IJS Hedge Fund Activity: Q4 2017 in Review
433 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2017, worth a combined $2.76B — up 11% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new IJS positions and 23 closed out — a net gain of 69 holders — while 141 added to existing stakes and 126 trimmed.
The largest buyer was LPL Financial, adding an estimated $24M. The largest seller was PineBridge Investments, cutting an estimated $60.6M.
- 433 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2017, up from 366 in Q3 2017.
- Funds reported $2.76B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 92 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2017 and 23 closed out, a net change of +69 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2017 was LPL Financial, an estimated $24M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2017 was PineBridge Investments, an estimated $60.6M sold.
Based on aggregated 13F filings for Q4 2017.