iShares S&P Small-Cap 600 Growth ETF
336 hedge funds and large institutions have $2.08B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 144 increasing their positions, 78 reducing their positions, and 19 closing their positions.
195% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 19
85% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 78
82% more funds holding in top 10
Funds holding in top 10: 11 → 20 (+9)
15% more capital invested
Capital invested by funds: $1.8B → $2.08B (+$274M)
12% more funds holding
Funds holding: 301 → 336 (+35)
0.65% less ownership
Funds ownership: 103.99% → 103.34% (-0.65%)
34% less call options, than puts
Call options by funds: $963K | Put options by funds: $1.47M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.7M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.42M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.01M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$94.8M |
| 2 |
IA
IndexIQ Advisors
New York
|
-$11.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.56M |
| 4 |
FA
FCG Advisors
Chatham,
New Jersey
|
-$3.79M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.26M |
IJT Hedge Fund Activity: Q4 2016 in Review
336 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2016, worth a combined $2.08B — up 15% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IJT positions and 19 closed out — a net gain of 37 holders — while 144 added to existing stakes and 78 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.7M. The largest seller was Wells Fargo, cutting an estimated $94.8M.
- 336 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2016, up from 301 in Q3 2016.
- Funds reported $2.08B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2016, up 15% quarter-over-quarter.
- 56 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2016 and 19 closed out, a net change of +37 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2016 was Morgan Stanley, an estimated $13.7M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2016 was Wells Fargo, an estimated $94.8M sold.
Based on aggregated 13F filings for Q4 2016.