We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

300 hedge funds and large institutions have $1.81B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

58% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $810K

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more capital invested

Capital invested by funds: $1.7B → $1.81B (+$101M)

6% more funds holding

Funds holding: 284300 (+16)

2.93% less ownership

Funds ownership: 107.15%104.22% (-2.9%)

Holders
300
Holders Change
+16
Holders Change %
+5.63%
% of All Funds
8%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
31
Increased
112
Reduced
89
Closed
7
Calls
$1.28M
Puts
$810K
Net Calls
+$466K
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
26
North American Management
Massachusetts
$9.5M -$110K -1,636 -1%
JP Morgan Chase
27
JP Morgan Chase
New York
$9.42M +$131K +1,938 +1%
Citigroup
28
Citigroup
New York
$9.03M +$32K +474 +0.4%
UB
29
UMB Bank
Missouri
$8.88M +$590K +8,744 +7%
DY
30
Dowling & Yahnke
California
$8.64M -$323K -4,782 -4%
1IA
31
1834 Investment Advisors
Wisconsin
$8.34M +$236K +3,494 +3%
TYCC
32
Texas Yale Capital Corp
Florida
$8.3M
SFI
33
SPC Financial Inc
Maryland
$8.08M +$73.6K +1,090 +0.9%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$7.82M -$22.8K -338 -0.3%
PA
35
Probity Advisors
Texas
$7.79M -$290K -4,298 -4%
Truist Financial
36
Truist Financial
North Carolina
$7.62M +$138K +2,038 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$7.58M +$1.79M +26,450 +31%
CAL
38
Capital Analysts LLC
Pennsylvania
$7.5M +$640K +9,476 +9%
Goldman Sachs
39
Goldman Sachs
New York
$7.21M -$7.84M -116,132 -52%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$7.07M -$1.22K -18 -0%
MA
41
MUFG Americas
New York
$6.89M -$95.7K -1,418 -1%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$6.83M +$3.14M +46,596 +88%
Franklin Resources
43
Franklin Resources
California
$6.14M -$212K -3,134 -3%
CAL
44
Capital Advisors Ltd
Ohio
$6.08M +$124K +1,830 +2%
WF
45
WealthTrust Fairport
Ohio
$6.06M -$36.7K -544 -0.6%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$5.82M +$245K +3,630 +4%
AG
47
Advisor Group
Arizona
$5.77M +$729K +10,800 +15%
FMC
48
First Merchants Corp
Indiana
$5.55M +$234K +3,468 +4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$5.49M +$806K +11,936 +18%
PFPT
50
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.02M

IJT Hedge Fund Activity: Q3 2016 in Review

300 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2016, worth a combined $1.81B — up 5.9% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IJT positions and 7 closed out — a net gain of 24 holders — while 112 added to existing stakes and 89 trimmed.

The largest buyer was Noven Financial Group, adding an estimated $14M. The largest seller was Wells Fargo, cutting an estimated $59.1M.

  • 300 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2016, up from 284 in Q2 2016.
  • Funds reported $1.81B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2016, up 5.9% quarter-over-quarter.
  • 31 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2016 and 7 closed out, a net change of +24 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2016 was Noven Financial Group, an estimated $14M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2016 was Wells Fargo, an estimated $59.1M sold.

Based on aggregated 13F filings for Q3 2016.