iShares S&P Small-Cap 600 Growth ETF
255 hedge funds and large institutions have $1.92B invested in iShares S&P Small-Cap 600 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 72 reducing their positions, and 20 closing their positions.
245% more call options, than puts
Call options by funds: $2.47M | Put options by funds: $716K
80% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 20
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
38% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 72
21% more capital invested
Capital invested by funds: $1.59B → $1.92B (+$336M)
5% more funds holding
Funds holding: 242 → 255 (+13)
1.12% more ownership
Funds ownership: 111.59% → 112.71% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$57.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$34.8M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$23M |
| 4 |
JP Morgan Chase
New York
|
+$20.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$73M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$11M |
| 3 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$9.66M |
| 4 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$3.09M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$2.14M |
IJT Hedge Fund Activity: Q1 2015 in Review
255 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2015, worth a combined $1.92B — up 21% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IJT positions and 20 closed out — a net gain of 16 holders — while 99 added to existing stakes and 72 trimmed.
The largest buyer was Wells Fargo, adding an estimated $57.5M. The largest seller was Bank of New York Mellon, cutting an estimated $73M.
- 255 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2015, up from 242 in Q4 2014.
- Funds reported $1.92B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2015, up 21% quarter-over-quarter.
- 36 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2015 and 20 closed out, a net change of +16 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2015 was Wells Fargo, an estimated $57.5M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2015 was Bank of New York Mellon, an estimated $73M sold.
Based on aggregated 13F filings for Q1 2015.