iShares S&P Small-Cap 600 Growth ETF
483 hedge funds and large institutions have $3.1B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 135 increasing their positions, 176 reducing their positions, and 40 closing their positions.
58% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 40
7% more capital invested
Capital invested by funds: $2.88B → $3.1B (+$216M)
3% more funds holding
Funds holding: 468 → 483 (+15)
2.2% more ownership
Funds ownership: 110.73% → 112.94% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
23% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$49.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.6M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$14.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.6M |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$24.4M |
| 2 |
Morgan Stanley
New York
|
-$19.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$17.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$13.4M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.1M |
IJT Hedge Fund Activity: Q1 2019 in Review
483 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2019, worth a combined $3.1B — up 7.5% from $2.88B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IJT positions and 40 closed out — a net gain of 23 holders — while 135 added to existing stakes and 176 trimmed.
The largest buyer was Formidable Asset Management, opening a new position worth an estimated $49.1M. The largest seller was LPL Financial, cutting an estimated $24.4M.
- 483 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2019, up from 468 in Q4 2018.
- Funds reported $3.1B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2019, up 7.5% quarter-over-quarter.
- 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2019 and 40 closed out, a net change of +23 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2019 was Formidable Asset Management, an estimated $49.1M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2019 was LPL Financial, an estimated $24.4M sold.
Based on aggregated 13F filings for Q1 2019.