iShares S&P Small-Cap 600 Value ETF
366 hedge funds and large institutions have $2.47B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
19% more call options, than puts
Call options by funds: $2.51M | Put options by funds: $2.11M
6% more capital invested
Capital invested by funds: $2.32B → $2.47B (+$150M)
4% more funds holding
Funds holding: 353 → 366 (+13)
2.12% more ownership
Funds ownership: 100.7% → 102.82% (+2.1%)
5% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 132
16% less funds holding in top 10
Funds holding in top 10: 25 → 21 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$15.1M |
| 2 |
COI
Connable Office Inc
Kalamazoo,
Michigan
|
+$8.99M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$8.12M |
| 4 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
+$8.08M |
| 5 |
TSS
Two Sigma Securities
New York
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$14.5M |
| 2 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$10.2M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$8.71M |
| 4 |
Goldman Sachs
New York
|
-$7.65M |
| 5 |
Jane Street
New York
|
-$4.8M |
IJS Hedge Fund Activity: Q3 2017 in Review
366 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q3 2017, worth a combined $2.47B — up 6.5% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IJS positions and 19 closed out — a net gain of 18 holders — while 125 added to existing stakes and 132 trimmed.
The largest buyer was Stifel Financial, adding an estimated $15.1M. The largest seller was Wells Fargo, cutting an estimated $14.5M.
- 366 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q3 2017, up from 353 in Q2 2017.
- Funds reported $2.47B of iShares S&P Small-Cap 600 Value ETF stock for Q3 2017, up 6.5% quarter-over-quarter.
- 37 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q3 2017 and 19 closed out, a net change of +18 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q3 2017 was Stifel Financial, an estimated $15.1M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q3 2017 was Wells Fargo, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2017.