iShares S&P Small-Cap 600 Growth ETF
351 hedge funds and large institutions have $2.23B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 132 increasing their positions, 103 reducing their positions, and 20 closing their positions.
110% more call options, than puts
Call options by funds: $2.99M | Put options by funds: $1.42M
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
28% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 103
7% more capital invested
Capital invested by funds: $2.08B → $2.23B (+$150M)
4% more funds holding
Funds holding: 336 → 351 (+15)
1.67% less ownership
Funds ownership: 103.34% → 101.67% (-1.7%)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.8M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$13.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.89M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.8M |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$7.84M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$7.68M |
| 5 |
Citigroup
New York
|
-$7.19M |
IJT Hedge Fund Activity: Q1 2017 in Review
351 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2017, worth a combined $2.23B — up 7.2% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IJT positions and 20 closed out — a net gain of 17 holders — while 132 added to existing stakes and 103 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.5M. The largest seller was Brookstone Capital Management, cutting an estimated $8.89M.
- 351 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2017, up from 336 in Q4 2016.
- Funds reported $2.23B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2017, up 7.2% quarter-over-quarter.
- 37 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2017 and 20 closed out, a net change of +17 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2017 was Morgan Stanley, an estimated $24.5M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2017 was Brookstone Capital Management, an estimated $8.89M sold.
Based on aggregated 13F filings for Q1 2017.