We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

216 hedge funds and large institutions have $1.38B invested in iShares S&P Small-Cap 600 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $8.96M | Put options by funds: $2.71M

1% less funds holding

Funds holding: 218216 (-2)

3% less ownership

Funds ownership: 99.36%96.36% (-3%)

6% less capital invested

Capital invested by funds: $1.47B → $1.38B (-$91.3M)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

31% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 97

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
216
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
6.24%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.2%
New
16
Increased
67
Reduced
97
Closed
18
Calls
$8.96M
Puts
$2.71M
Net Calls
+$6.25M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NES
51
New England Securities
New York
$3.59M +$391K +6,650 +12%
CAL
52
Capital Analysts LLC
Pennsylvania
$3.47M -$296K -5,036 -8%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$3.37M +$2.07M +35,292 +165%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$3.37M +$91.8K +1,562 +3%
AA
55
Alesco Advisors
New York
$3.34M -$104K -1,778 -3%
SCG
56
Strategic Capital Group
Washington
$3.1M +$3.04M +51,830 +16,719%
PAI
57
Pittenger & Anderson Inc
Nebraska
$3.03M -$49.9K -850 -2%
AMG
58
Asset Management Group
Connecticut
$3.02M +$41.9K +714 +1%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$3.01M +$1.96M +33,370 +194%
IFS
60
Ifrah Financial Services
Arkansas
$3M -$5.77M -98,150 -66%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$2.93M -$738K -12,558 -20%
MA
62
MCF Advisors
Kentucky
$2.92M -$1.12M -19,020 -28%
Citigroup
63
Citigroup
New York
$2.89M +$504K +8,572 +21%
GLA
64
Great Lakes Advisors
Illinois
$2.88M -$28.9K -492 -1%
NPC
65
National Planning Corporation
California
$2.74M -$751K -12,792 -22%
FHC
66
First Heartland Consultants
Missouri
$2.72M +$2.69M +45,788 New
LA
67
Leonetti & Associates
Illinois
$2.6M -$49.1K -836 -2%
TRCT
68
Tower Research Capital (TRC)
New York
$2.54M +$2.5M +42,526 +24,440%
PFPT
69
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.51M -$15.5K -264 -0.6%
CS
70
Credit Suisse
Switzerland
$2.51M +$1.32M +22,398 +113%
CPO
71
Cerity Partners OCIO
New York
$2.45M +$185K +3,144 +8%
TAIM
72
TD Ameritrade Investment Management
Nebraska
$2.4M -$47.6K -810 -2%
RFC
73
Regions Financial Corp
Alabama
$2.26M +$32.9K +560 +1%
WTIM
74
Wilmington Trust Investment Management
Delaware
$2.2M -$14.6K -248 -0.7%
STMM
75
South Texas Money Management
Texas
$1.93M -$36.5K -622 -2%

IJT Hedge Fund Activity: Q1 2014 in Review

216 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2014, worth a combined $1.38B — down 6.2% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IJT and 16 opened new positions — a net loss of 2 holders — while 97 trimmed existing stakes and 67 added.

The largest buyer was PNC Financial Services Group, adding an estimated $36.7M. The largest seller was LPL Financial, cutting an estimated $52.7M.

  • 216 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2014, down from 218 in Q4 2013.
  • Funds reported $1.38B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2014, down 6.2% quarter-over-quarter.
  • 16 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2014 and 18 closed out, a net change of -2 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2014 was PNC Financial Services Group, an estimated $36.7M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2014 was LPL Financial, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2014.