iShares S&P Small-Cap 600 Growth ETF
218 hedge funds and large institutions have $1.47B invested in iShares S&P Small-Cap 600 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 11 closing their positions.
255% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 11
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
16% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 69
12% more funds holding
Funds holding: 194 → 218 (+24)
5% more capital invested
Capital invested by funds: $1.39B → $1.47B (+$75.8M)
4.65% less ownership
Funds ownership: 104.01% → 99.36% (-4.6%)
65% less call options, than puts
Call options by funds: $6.17M | Put options by funds: $17.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$51.5M |
| 2 |
WT
Wilmington Trust
Wilmington,
Delaware
|
+$15.4M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$9.38M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.52M |
| 5 |
WTNA
Wilmington Trust National Association
Wilmington,
Delaware
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$94.1M |
| 2 |
AssetMark Inc
Concord,
California
|
-$27.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$19.5M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$6.01M |
| 5 |
TU
TDAM USA
Toronto,
Ontario, Canada
|
-$5.3M |
IJT Hedge Fund Activity: Q4 2013 in Review
218 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2013, worth a combined $1.47B — up 5.4% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IJT positions and 11 closed out — a net gain of 28 holders — while 80 added to existing stakes and 69 trimmed.
The largest buyer was Wells Fargo, adding an estimated $51.5M. The largest seller was Stadion Money Management, exiting entirely with an estimated $94.1M sold.
- 218 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2013, up from 194 in Q3 2013.
- Funds reported $1.47B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2013, up 5.4% quarter-over-quarter.
- 39 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2013 and 11 closed out, a net change of +28 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2013 was Wells Fargo, an estimated $51.5M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2013 was Stadion Money Management, an estimated $94.1M sold.
Based on aggregated 13F filings for Q4 2013.