iShares S&P Small-Cap 600 Value ETF
228 hedge funds and large institutions have $1.53B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 9 closing their positions.
378% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 9
98% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $8.48M
17% more capital invested
Capital invested by funds: $1.3B → $1.53B (+$228M)
15% more funds holding
Funds holding: 198 → 228 (+30)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
2.63% more ownership
Funds ownership: 96.34% → 98.96% (+2.6%)
4% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$65.8M |
| 2 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$25.8M |
| 3 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$13.7M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$6.79M |
| 5 |
WT
Wilmington Trust
Wilmington,
Delaware
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$13.3M |
| 2 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$7.2M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$5.57M |
| 4 |
TU
TDAM USA
Toronto,
Ontario, Canada
|
-$5.43M |
| 5 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$4.11M |
IJS Hedge Fund Activity: Q4 2013 in Review
228 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2013, worth a combined $1.53B — up 17% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IJS positions and 9 closed out — a net gain of 34 holders — while 72 added to existing stakes and 75 trimmed.
The largest buyer was Wells Fargo, adding an estimated $65.8M. The largest seller was United Capital Financial Advisors, cutting an estimated $13.3M.
- 228 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2013, up from 198 in Q3 2013.
- Funds reported $1.53B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2013, up 17% quarter-over-quarter.
- 43 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2013 and 9 closed out, a net change of +34 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2013 was Wells Fargo, an estimated $65.8M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2013 was United Capital Financial Advisors, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2013.