iShares S&P Small-Cap 600 Growth ETF
276 hedge funds and large institutions have $1.85B invested in iShares S&P Small-Cap 600 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
86% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $5.81M
13% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 86
7% more funds holding
Funds holding: 259 → 276 (+17)
2.65% more ownership
Funds ownership: 110.71% → 113.36% (+2.7%)
2% less capital invested
Capital invested by funds: $1.89B → $1.85B (-$42.4M)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$40.4M |
| 2 |
Barclays
London,
United Kingdom
|
+$25.6M |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$11.7M |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$9.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$12.3M |
| 2 |
SG Americas Securities
New York
|
-$5.82M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$5.45M |
| 4 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$4.87M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.98M |
IJT Hedge Fund Activity: Q3 2015 in Review
276 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2015, worth a combined $1.85B — down 2.2% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IJT positions and 11 closed out — a net gain of 19 holders — while 97 added to existing stakes and 86 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $40.4M. The largest seller was Noven Financial Group, cutting an estimated $12.3M.
- 276 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2015, up from 259 in Q2 2015.
- Funds reported $1.85B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2015, down 2.2% quarter-over-quarter.
- 30 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2015 and 11 closed out, a net change of +19 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2015 was IndexIQ Advisors, an estimated $40.4M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2015 was Noven Financial Group, an estimated $12.3M sold.
Based on aggregated 13F filings for Q3 2015.