iShares S&P Small-Cap 600 Value ETF
737 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 257 increasing their positions, 213 reducing their positions, and 55 closing their positions.
69% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 55
47% more call options, than puts
Call options by funds: $5.75M | Put options by funds: $3.92M
21% more funds holding in top 10
Funds holding in top 10: 29 → 35 (+6)
21% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 213
4% more funds holding
Funds holding: 711 → 737 (+26)
0.49% less ownership
Funds ownership: 68.01% → 67.52% (-0.49%)
3% less capital invested
Capital invested by funds: $5.94B → $5.76B (-$175M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$144M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$75.9M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$38.7M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$36.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$606M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.5M |
| 3 |
COI
Connable Office Inc
Kalamazoo,
Michigan
|
-$12.7M |
| 4 |
Bank of New York Mellon
New York
|
-$7.37M |
| 5 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$7.04M |
IJS Hedge Fund Activity: Q1 2022 in Review
737 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q1 2022, worth a combined $5.76B — down 2.9% from $5.94B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new IJS positions and 55 closed out — a net gain of 38 holders — while 257 added to existing stakes and 213 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $144M. The largest seller was Jones Financial Companies, cutting an estimated $606M.
- 737 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q1 2022, up from 711 in Q4 2021.
- Funds reported $5.76B of iShares S&P Small-Cap 600 Value ETF stock for Q1 2022, down 2.9% quarter-over-quarter.
- 93 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q1 2022 and 55 closed out, a net change of +38 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q1 2022 was Merriman Wealth Management, an estimated $144M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q1 2022 was Jones Financial Companies, an estimated $606M sold.
Based on aggregated 13F filings for Q1 2022.