IJT icon

iShares S&P Small-Cap 600 Growth ETF
IJT

Overview Fund Activity

615 hedge funds and large institutions have $2.78B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 167 increasing their positions, 246 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-23
Holders Change %
-3.61%
% of All Funds
9.84%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.16%
New
41
Increased
167
Reduced
246
Closed
49
Calls
$839K
Puts
$418K
Net Calls
+$421K
Net Calls Change
-$186K

Top Buyers

1
WIA
1
World Investment Advisors
California
$23.7M
2
PWM
2
PRW Wealth Management
Massachusetts
$6.39M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$189M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$11.4M
5
EWA
5
EP Wealth Advisors
California
$4.01M

Top Sellers

1
CSA
1
Cottage Street Advisors
Massachusetts
$5.82M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
M&T Bank
3
M&T Bank
New York
$80.5M
4
Wells Fargo
4
Wells Fargo
California
$147M
5
LPL Financial
5
LPL Financial
California
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$18.9M +$98.8K +899 +0.5%
Truist Financial
27
Truist Financial
North Carolina
$18.4M -$184K -1,670 -1%
RJA
28
Raymond James & Associates
Florida
$16M +$469K +4,266 +3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$15.3M -$591K -5,372 -4%
FWP
30
Falcon Wealth Planning
California
$15.3M +$1.42M +12,918 +10%
Osaic Holdings
31
Osaic Holdings
Arizona
$15M +$1.44M +13,095 +11%
US Bancorp
32
US Bancorp
Minnesota
$12.5M -$43.6K -397 -0.3%
Corient Private Wealth
33
Corient Private Wealth
Florida
$12.4M -$15.9M -144,911 -56%
SL
34
Salomon & Ludwin
Virginia
$12.1M +$10.6K +96 +0.1%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$11.9M -$215K -1,956 -2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$11.4M +$5.04M +45,827 +79%
MGIA
37
Moneta Group Investment Advisors
Missouri
$11.4M +$1.47M +13,361 +15%
PHAM
38
Palisades Hudson Asset Management
Florida
$11.2M -$84.7K -770 -0.8%
PFP
39
Pinnacle Financial Partners
Tennessee
$11.1M +$123K +1,118 +1%
TYCC
40
Texas Yale Capital Corp
Florida
$10.5M – – –
SDWMA
41
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.5M +$413K +3,756 +4%
SC
42
Savant Capital
Illinois
$10.5M -$426K -3,876 -4%
RFA
43
RTD Financial Advisors
Pennsylvania
$10.3M +$372K +3,382 +4%
SFP
44
Sterling Financial Planning
New Jersey
$10.2M +$702K +6,383 +7%
KeyBank National Association
45
KeyBank National Association
Ohio
$10.1M -$307K -2,796 -3%
WSFS
46
Wilmington Savings Fund Society
Delaware
$10M +$11.3K +103 +0.1%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$9.12M -$127K -1,154 -1%
MCM
48
MAI Capital Management
Ohio
$9.06M -$770 -7 -0%
CAL
49
Capital Advisors Ltd
Ohio
$9.01M +$105K +954 +1%
Creative Planning
50
Creative Planning
Kansas
$8.9M +$133K +1,206 +2%
1
2
3 4 5