iShares S&P Small-Cap 600 Growth ETF
625 hedge funds and large institutions have $2.98B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 33 closing their positions.
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
7% more capital invested
Capital invested by funds: $2.78B → $2.98B (+$195M)
1% more funds holding
Funds holding: 617 → 625 (+8)
0.97% more ownership
Funds ownership: 56.62% → 57.59% (+0.97%)
6% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 203
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$22.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.3M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$6.47M |
| 5 |
CWM
Cordatus Wealth Management
Newtown,
Pennsylvania
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$25M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$19.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$13.5M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$10.8M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$9.53M |
IJT Hedge Fund Activity: Q2 2023 in Review
625 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2023, worth a combined $2.98B — up 7% from $2.78B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IJT positions and 33 closed out — a net gain of 13 holders — while 191 added to existing stakes and 203 trimmed.
The largest buyer was Cerity Partners, adding an estimated $22.9M. The largest seller was Fidelity Investments, cutting an estimated $25M.
- 625 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2023, up from 617 in Q1 2023.
- Funds reported $2.98B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2023, up 7% quarter-over-quarter.
- 46 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2023 and 33 closed out, a net change of +13 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2023 was Cerity Partners, an estimated $22.9M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2023 was Fidelity Investments, an estimated $25M sold.
Based on aggregated 13F filings for Q2 2023.