iShares S&P Small-Cap 600 Growth ETF
285 hedge funds and large institutions have $1.71B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 101 reducing their positions, and 16 closing their positions.
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
4% more funds holding
Funds holding: 275 → 285 (+10)
2% less capital invested
Capital invested by funds: $1.75B → $1.71B (-$41.3M)
5% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 101
4.32% less ownership
Funds ownership: 111.58% → 107.25% (-4.3%)
31% less call options, than puts
Call options by funds: $3.43M | Put options by funds: $5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.88M |
| 3 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
+$4.47M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.64M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$62.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$55M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$9.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.49M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.13M |
IJT Hedge Fund Activity: Q2 2016 in Review
285 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2016, worth a combined $1.71B — down 2.4% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IJT positions and 16 closed out — a net gain of 13 holders — while 96 added to existing stakes and 101 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.92M. The largest seller was LPL Financial, cutting an estimated $62.6M.
- 285 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2016, up from 275 in Q1 2016.
- Funds reported $1.71B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2016, down 2.4% quarter-over-quarter.
- 29 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2016 and 16 closed out, a net change of +13 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2016 was Morgan Stanley, an estimated $7.92M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $62.6M sold.
Based on aggregated 13F filings for Q2 2016.