iShares S&P Small-Cap 600 Growth ETF
593 hedge funds and large institutions have $3.53B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 40 closing their positions.
13% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 40
1% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 175
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
1% less funds holding
Funds holding: 598 → 593 (-5)
4% less capital invested
Capital invested by funds: $3.66B → $3.53B (-$131M)
12.44% less ownership
Funds ownership: 69.63% → 57.19% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$81.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.5M |
| 3 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
+$8.01M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.92M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$821M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$26.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$18.4M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$12.4M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$11.4M |
IJT Hedge Fund Activity: Q3 2021 in Review
593 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2021, worth a combined $3.53B — down 3.6% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IJT positions and 40 closed out — a net gain of 5 holders — while 176 added to existing stakes and 175 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $81.1M. The largest seller was Kelly Financial Services, cutting an estimated $821M.
- 593 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2021, down from 598 in Q2 2021.
- Funds reported $3.53B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2021, down 3.6% quarter-over-quarter.
- 45 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2021 and 40 closed out, a net change of +5 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2021 was Morgan Stanley, an estimated $81.1M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2021 was Kelly Financial Services, an estimated $821M sold.
Based on aggregated 13F filings for Q3 2021.