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

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
$5.82M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
M&T Bank
M&T Bank
New York
$80.5M
4
Wells Fargo
Wells Fargo
California
$147M
5
LPL Financial
LPL Financial
California
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
601
West Branch Capital
Massachusetts
$5.45K +$109 +1 +2%
AIC
602
Archer Investment Corporation
Indiana
$4.84K – – –
BCMLT
603
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.96K – – –
GTAM
604
Global Trust Asset Management
Florida
$3.08K -$19.8K -180 -87%
AIM
605
Anchor Investment Management
South Carolina
$2.86K – – –
AIA
606
Armor Investment Advisors
North Carolina
$2.2K -$44K -400 -95%
CT
607
Colonial Trust
South Carolina
$2.16K -$108 -1 -5%
AW
608
Avion Wealth
Texas
$2K – – –
AWM
609
Accel Wealth Management
Iowa
$1.98K – – –
SSC
610
Syverson Strege & Co
Iowa
$1.32K +$1.32K +12 New
HS
611
Horan Securities
United States
$1.16K – – –
WFA
612
WestHill Financial Advisors
California
$1.1K – – –
CIA
613
Cape Investment Advisory
Georgia
$440 +$440 +4 New
IHWM
614
Iron Horse Wealth Management
Iowa
$238 – – –
RPCA
615
Running Point Capital Advisors
California
$220 +$220 +2 New
BNP Paribas Financial Markets
616
BNP Paribas Financial Markets
France
$110 – – –
FGAM
617
Financial Gravity Asset Management
Texas
$12 – -2 -2%
TA
618
TruWealth Advisors
Louisiana
– -$2.56M -23,643 Closed
NWA
619
Navis Wealth Advisors
New York
– -$2M -18,464 Closed
RFA
620
Resurgent Financial Advisors
Georgia
– -$1.11M -10,258 Closed
Natixis Advisors
621
Natixis Advisors
Massachusetts
– -$1.08M -10,024 Closed
AWA
622
Arete Wealth Advisors
Illinois
– -$409M -7,775 Closed
Renaissance Technologies
623
Renaissance Technologies
New York
– -$832K -7,700 Closed
SA
624
Sunesis Advisors
Kansas
– -$658K -6,090 Closed
WA
625
Wealth Alliance
New York
– -$565K -5,226 Closed
23 24
25
26 27