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iShares S&P Small-Cap 600 Growth ETF

283 hedge funds and large institutions have $1.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

48% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.23M

40% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 81

6% more capital invested

Capital invested by funds: $1.85B → $1.97B (+$114M)

3% more funds holding

Funds holding: 276283 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.8% less ownership

Funds ownership: 113.36%112.56% (-0.8%)

Holders
283
Holders Change
+7
Holders Change %
+2.54%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
33
Increased
113
Reduced
81
Closed
22
Calls
$10.7M
Puts
$7.23M
Net Calls
+$3.49M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Alesco Advisors
New York
$3M -$147K -2,324 -5%
RFC
77
Regions Financial Corp
Alabama
$2.96M +$276K +4,356 +10%
IA
78
IFP Advisors
Florida
$2.87M +$2.93M +46,146 New
CG
79
Colony Group
Massachusetts
$2.86M +$2.56M +40,414 +720%
IFS
80
Ifrah Financial Services
Arkansas
$2.85M -$36.5K -576 -1%
CPO
81
Cerity Partners OCIO
New York
$2.83M +$56.5K +890 +2%
SS
82
Simplicity Solutions
Minnesota
$2.77M +$2.56M +40,418 +986%
EDRIA
83
Edmonds Duncan Registered Investment Advisors
Kansas
$2.74M +$2.8M +44,124 New
RPG
84
Risk Paradigm Group
Texas
$2.66M +$2.71M +42,790 New
SWP
85
Stratos Wealth Partners
Ohio
$2.56M +$69.5K +1,096 +3%
NPC
86
National Planning Corporation
California
$2.5M -$15.2M -239,200 -84%
Comerica Bank
87
Comerica Bank
Texas
$2.48M +$766K +12,082 +39%
PAG
88
Private Advisor Group
New Jersey
$2.47M +$349K +5,504 +16%
AIM
89
Advantage Investment Management
Iowa
$2.46M -$1.61M -25,358 -39%
CAN
90
Cetera Advisor Networks
California
$2.36M +$64.6K +1,018 +3%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$2.35M +$1.67M +26,284 +229%
CAM
92
Capstone Asset Management
Texas
$2.14M +$251K +3,952 +13%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$2.11M -$81.1K -1,278 -4%
FCBT
94
First Citizens Bank & Trust
North Carolina
$2.06M -$1.39M -21,964 -40%
BCM
95
Barometer Capital Management
Ontario, Canada
$2.04M +$355K +5,600 +21%
BRWA
96
B. Riley Wealth Advisors
Florida
$2.02M -$19.9K -314 -1%
CI
97
Conning Inc
Connecticut
$2.02M
LFG
98
LifePlan Financial Group
Ohio
$2M -$3.42K -54 -0.2%
CWM
99
Cranbrook Wealth Management
Michigan
$1.98M -$51.9K -818 -3%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$1.88M -$666K -10,498 -26%

IJT Hedge Fund Activity: Q4 2015 in Review

283 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2015, worth a combined $1.97B — up 6.2% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IJT positions and 22 closed out — a net gain of 11 holders — while 113 added to existing stakes and 81 trimmed.

The largest buyer was LPL Financial, adding an estimated $49M. The largest seller was Wells Fargo, cutting an estimated $35.1M.

  • 283 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2015, up from 276 in Q3 2015.
  • Funds reported $1.97B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2015, up 6.2% quarter-over-quarter.
  • 33 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2015 and 22 closed out, a net change of +11 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $49M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2015 was Wells Fargo, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2015.