iShares S&P Small-Cap 600 Growth ETF
204 hedge funds and large institutions have $1.32B invested in iShares S&P Small-Cap 600 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 15 closing their positions.
759% more call options, than puts
Call options by funds: $6.09M | Put options by funds: $709K
2.76% more ownership
Funds ownership: 99.85% → 102.61% (+2.8%)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
2% less funds holding
Funds holding: 209 → 204 (-5)
6% less capital invested
Capital invested by funds: $1.4B → $1.32B (-$77.9M)
11% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 76
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$68.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$16.7M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$6.74M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.67M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.96M |
| 2 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
-$2.84M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.2M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.02M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.98M |
IJT Hedge Fund Activity: Q3 2014 in Review
204 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2014, worth a combined $1.32B — down 5.6% from $1.4B a quarter earlier.
Fund positioning in IJT was balanced in Q3 2014: 15 funds opened new positions, 15 closed out, 68 added to existing stakes and 76 trimmed.
The largest buyer was M&T Bank, adding an estimated $68.5M. The largest seller was LPL Financial, cutting an estimated $4.96M.
- 204 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2014, down from 209 in Q2 2014.
- Funds reported $1.32B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2014, down 5.6% quarter-over-quarter.
- 15 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2014 and 15 closed out, a net change of 0 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2014 was M&T Bank, an estimated $68.5M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2014 was LPL Financial, an estimated $4.96M sold.
Based on aggregated 13F filings for Q3 2014.