iShares S&P Small-Cap 600 Growth ETF
615 hedge funds and large institutions have $2.8B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 176 increasing their positions, 180 reducing their positions, and 46 closing their positions.
0.06% less ownership
Funds ownership: 57.59% → 57.53% (-0.06%)
2% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 180
7% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 46
2% less funds holding
Funds holding: 625 → 615 (-10)
6% less capital invested
Capital invested by funds: $2.98B → $2.8B (-$178M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$41.3M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$8.36M |
| 3 |
Rockefeller Capital Management
New York
|
+$7.92M |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$6.74M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$29.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$23.7M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$22.6M |
| 4 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$16.2M |
| 5 |
Morgan Stanley
New York
|
-$13.8M |
IJT Hedge Fund Activity: Q3 2023 in Review
615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2023, worth a combined $2.8B — down 6% from $2.98B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of IJT and 43 opened new positions — a net loss of 3 holders — while 180 trimmed existing stakes and 176 added.
The largest buyer was Corient Private Wealth, adding an estimated $41.3M. The largest seller was Envestnet Asset Management, cutting an estimated $29.2M.
- 615 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2023, down from 625 in Q2 2023.
- Funds reported $2.8B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2023, down 6% quarter-over-quarter.
- 43 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2023 and 46 closed out, a net change of -3 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $41.3M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $29.2M sold.
Based on aggregated 13F filings for Q3 2023.