iShares S&P Small-Cap 600 Growth ETF
617 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 40 funds opening new positions, 169 increasing their positions, 246 reducing their positions, and 49 closing their positions.
101% more call options, than puts
Call options by funds: $839K | Put options by funds: $418K
4% less funds holding
Funds holding: 641 → 617 (-24)
13.12% less ownership
Funds ownership: 69.74% → 56.62% (-13%)
18% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 49
31% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 246
33% less capital invested
Capital invested by funds: $4.18B → $2.78B (-$1.39B)
41% less funds holding in top 10
Funds holding in top 10: 17 → 10 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$22.3M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$10.4M |
| 3 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$6.75M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.25M |
| 5 |
Rockefeller Capital Management
New York
|
+$5.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$583M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$409M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$73M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$31.3M |
| 5 |
LPL Financial
San Diego,
California
|
-$27M |
IJT Hedge Fund Activity: Q1 2023 in Review
617 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2023, worth a combined $2.78B — down 33% from $4.18B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of IJT and 40 opened new positions — a net loss of 9 holders — while 246 trimmed existing stakes and 169 added.
The largest buyer was World Investment Advisors, adding an estimated $22.3M. The largest seller was Cottage Street Advisors, cutting an estimated $583M.
- 617 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2023, down from 641 in Q4 2022.
- Funds reported $2.78B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2023, down 33% quarter-over-quarter.
- 40 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2023 and 49 closed out, a net change of -9 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2023 was World Investment Advisors, an estimated $22.3M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2023 was Cottage Street Advisors, an estimated $583M sold.
Based on aggregated 13F filings for Q1 2023.