iShares S&P Small-Cap 600 Value ETF
227 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 18 closing their positions.
364% more call options, than puts
Call options by funds: $25.7M | Put options by funds: $5.53M
1.29% more ownership
Funds ownership: 98.96% → 100.26% (+1.3%)
4% more capital invested
Capital invested by funds: $1.53B → $1.6B (+$67.6M)
0% more funds holding
Funds holding: 227 → 227 (0)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
5% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 86
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$18.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.6M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$8.01M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.37M |
| 5 |
IFS
Ifrah Financial Services
Little Rock,
Arkansas
|
+$5.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
-$10.1M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$3.79M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$3.18M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.9M |
IJS Hedge Fund Activity: Q1 2014 in Review
227 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q1 2014, worth a combined $1.6B — up 4.4% from $1.53B a quarter earlier.
Fund positioning in IJS was balanced in Q1 2014: 18 funds opened new positions, 18 closed out, 82 added to existing stakes and 86 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $18.2M. The largest seller was Bank of America, cutting an estimated $16M.
- 227 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $1.6B of iShares S&P Small-Cap 600 Value ETF stock for Q1 2014, up 4.4% quarter-over-quarter.
- 18 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q1 2014 and 18 closed out, a net change of 0 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q1 2014 was United Capital Financial Advisors, an estimated $18.2M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q1 2014 was Bank of America, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2014.