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iShares S&P Small-Cap 600 Growth ETF
IJT

275 hedge funds and large institutions have $1.75B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 112.56% → 111.58% (-0.98%)

3% less funds holding

Funds holding: 283 → 275 (-8)

11% less capital invested

Capital invested by funds: $1.97B → $1.75B (-$218M)

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

34% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $3.85M

42% less funds holding in top 10

Funds holding in top 10: 12 → 7 (-5)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
7.33%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.19%
New
26
Increased
87
Reduced
109
Closed
32
Calls
$2.55M
Puts
$3.85M
Net Calls
-$1.3M
Net Calls Change
-$4.79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.7M
2
NFG
Noven Financial Group
Colorado
+$9.79M
3
NAM
North American Management
Massachusetts
+$7.87M
4
M&T Bank
M&T Bank
New York
+$6.26M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.64M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$49.2M
2
LPL Financial
LPL Financial
California
-$44.7M
3
Morgan Stanley
Morgan Stanley
New York
-$27.6M
4
IFA
Interactive Financial Advisors
Illinois
-$18.8M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$4.37M +$353K +6,056 +9%
TAT
52
TD Ameritrade Trust
Colorado
$4.32M +$173K +2,974 +4%
DCM
53
Donaldson Capital Management
Indiana
$4.25M +$4.54K +78 +0.1%
CSA
54
Cottage Street Advisors
Massachusetts
$4.1M +$17.5K +300 +0.5%
US Bancorp
55
US Bancorp
Minnesota
$4.04M -$123K -2,118 -3%
PFPT
56
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.04M +$796K +13,662 +27%
GT
57
Greenleaf Trust
Michigan
$3.97M +$103K +1,772 +3%
FHA
58
First Horizon Advisors
Tennessee
$3.93M +$665K +11,418 +22%
AIG
59
American International Group
New York
$3.65M -$304K -5,214 -8%
FCT
60
Family Capital Trust
Massachusetts
$3.56M +$3.34M +57,360 New
SIA
61
Starfire Investment Advisers
Michigan
$3.48M +$102K +1,750 +3%
GLA
62
Great Lakes Advisors
Illinois
$3.48M +$39.3K +674 +1%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$3.43M +$162K +2,774 +5%
FA
64
FCG Advisors
New Jersey
$3.43M +$3.22M +55,238 New
AMG
65
Asset Management Group
Connecticut
$3.21M -$15.8K -272 -0.5%
BF
66
BOK Financial
Oklahoma
$3.16M +$117K +2,000 +4%
AA
67
Alesco Advisors
New York
$2.87M -$123K -2,108 -4%
BWFA
68
Baltimore-Washington Financial Advisors
Maryland
$2.82M +$2.65M +45,426 New
EDRIA
69
Edmonds Duncan Registered Investment Advisors
Kansas
$2.81M +$66.2K +1,136 +3%
Comerica Bank
70
Comerica Bank
Texas
$2.73M +$26.7K +458 +1%
RFC
71
Regions Financial Corp
Alabama
$2.69M -$250K -4,286 -9%
UR
72
USCA RIA
Texas
$2.46M +$2.31M +39,700 New
SIAS
73
Shine Investment Advisory Services
Colorado
$2.42M +$2.27M +38,886 New
VFS
74
VSR Financial Services
Kansas
$2.41M -$1.7M -29,118 -43%
FAAS
75
First Allied Advisory Services
California
$2.29M -$1.28M -21,932 -37%
1 2
3
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IJT Hedge Fund Activity: Q1 2016 in Review

275 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2016, worth a combined $1.75B — down 11% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IJT and 26 opened new positions — a net loss of 6 holders — while 109 trimmed existing stakes and 87 added.

The largest buyer was Fidelity Investments, adding an estimated $23.7M. The largest seller was Wells Fargo, cutting an estimated $49.2M.

  • 275 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2016, down from 283 in Q4 2015.
  • Funds reported $1.75B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2016, down 11% quarter-over-quarter.
  • 26 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2016 and 32 closed out, a net change of -6 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2016 was Fidelity Investments, an estimated $23.7M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2016 was Wells Fargo, an estimated $49.2M sold.

Based on aggregated 13F filings for Q1 2016.