iShares S&P Small-Cap 600 Growth ETF
242 hedge funds and large institutions have $1.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 14 closing their positions.
279% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 14
190% more capital inflows, than outflows
Capital inflows: $266M | Capital outflows: $91.5M
87% more call options, than puts
Call options by funds: $3.55M | Put options by funds: $1.9M
19% more funds holding
Funds holding: 204 → 242 (+38)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$68.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.4M |
| 3 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$13.9M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$13.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$15.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.2M |
| 3 |
Credit Suisse
Zurich,
Switzerland
|
-$8.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.69M |
| 5 |
United Capital Financial Advisors
Irving,
Texas
|
-$5.64M |
IJT Hedge Fund Activity: Q4 2014 in Review
242 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2014, worth a combined $1.59B — up 20% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IJT positions and 14 closed out — a net gain of 39 holders — while 72 added to existing stakes and 75 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $68.8M. The largest seller was M&T Bank, cutting an estimated $15.4M.
- 242 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2014, up from 204 in Q3 2014.
- Funds reported $1.59B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2014, up 20% quarter-over-quarter.
- 53 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2014 and 14 closed out, a net change of +39 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2014 was Bank of New York Mellon, an estimated $68.8M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2014 was M&T Bank, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2014.