We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF
IJT

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
625
Holders Change
+8
Holders Change %
+1.3%
% of All Funds
9.81%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
46
Increased
191
Reduced
203
Closed
33
Calls
$942K
Puts
–
Net Calls
+$942K
Net Calls Change
+$521K

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$22.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$11.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.3M
4
PFS
Prospera Financial Services
Texas
+$6.47M
5
CWM
Cordatus Wealth Management
Pennsylvania
+$6.45M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25M
2
MML Investors Services
MML Investors Services
Massachusetts
-$19.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$13.5M
4
MCC
Money Concepts Capital
Florida
-$10.8M
5
M&T Bank
M&T Bank
New York
-$9.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
476
MV Capital Management
Maryland
$132K -$206K -1,888 -62%
National Bank of Canada
477
National Bank of Canada
Quebec, Canada
$131K – – –
JGIA
478
Jackson Grant Investment Advisers
Connecticut
$127K +$328 +3 +0.3%
WAG
479
Windsor Advisory Group
Ohio
$127K – – –
HPC
480
HM Payson & Co
Maine
$127K – – –
MIM
481
Macroview Investment Management
Maryland
$126K +$17.7K +162 +17%
OFG
482
Oxford Financial Group
Indiana
$123K +$109 +1 +0.1%
CT
483
Cambridge Trust
Massachusetts
$118K – – –
CTC
484
Central Trust Company
Missouri
$117K -$5.46K -50 -5%
LWANC
485
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K +$109 +1 +0.1%
TWC
486
TD Waterhouse Canada
Ontario, Canada
$115K +$109K +1,000 New
BWL
487
Bogart Wealth LLC
Virginia
$108K – – –
MFC
488
Mechanics Financial Corp
Ohio
$105K – – –
EWM
489
Evermay Wealth Management
Virginia
$105K – – –
TCOV
490
Trust Company of Vermont
Vermont
$101K – – –
BWP
491
Baldwin Wealth Partners
Massachusetts
$99.1K – – –
LCM
492
Logan Capital Management
Pennsylvania
$95.2K – – –
CCM
493
Chilton Capital Management
Texas
$91.9K – – –
SIC
494
Salem Investment Counselors
North Carolina
$87.1K – – –
PFM
495
Phillips Financial Management
Indiana
$86K -$101K -924 -55%
TAM
496
Townsend Asset Management
North Carolina
$83.9K – – –
ST
497
Smithfield Trust
Pennsylvania
$80K – – –
NSG
498
Nalls Sherbakoff Group
Tennessee
$78K – – –
BTI
499
Blue Trust Inc
Georgia
$78K – – –
RIA
500
Realta Investment Advisors
Delaware
$76.3K +$72.5K +664 New
18 19
20
21 22

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.