iShares S&P Small-Cap 600 Growth ETF
669 hedge funds and large institutions have $3.61B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 35 closing their positions.
180% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 35
127% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $735K
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
29% more capital invested
Capital invested by funds: $2.8B → $3.61B (+$806M)
9% more funds holding
Funds holding: 615 → 669 (+54)
7.42% more ownership
Funds ownership: 57.53% → 64.95% (+7.4%)
5% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 200
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$366M |
| 2 |
Goldman Sachs
New York
|
+$42.3M |
| 3 |
JP Morgan Chase
New York
|
+$22.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$13.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$40M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$39.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$24M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$15.1M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$6.97M |
IJT Hedge Fund Activity: Q4 2023 in Review
669 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2023, worth a combined $3.61B — up 29% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new IJT positions and 35 closed out — a net gain of 63 holders — while 191 added to existing stakes and 200 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $366M. The largest seller was Corient Private Wealth, cutting an estimated $40M.
- 669 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2023, up from 615 in Q3 2023.
- Funds reported $3.61B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 98 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2023 and 35 closed out, a net change of +63 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $366M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2023 was Corient Private Wealth, an estimated $40M sold.
Based on aggregated 13F filings for Q4 2023.