iShares S&P Small-Cap 600 Growth ETF
415 hedge funds and large institutions have $2.67B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 24 closing their positions.
238% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 24
21% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 113
15% more funds holding
Funds holding: 361 → 415 (+54)
10% more capital invested
Capital invested by funds: $2.42B → $2.67B (+$247M)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
2.87% more ownership
Funds ownership: 105.53% → 108.4% (+2.9%)
6% more call options, than puts
Call options by funds: $614K | Put options by funds: $581K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$24.7M |
| 3 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$17.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.3M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.9M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$11.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.76M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.5M |
| 5 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
-$5.35M |
IJT Hedge Fund Activity: Q4 2017 in Review
415 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2017, worth a combined $2.67B — up 10% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IJT positions and 24 closed out — a net gain of 57 holders — while 137 added to existing stakes and 113 trimmed.
The largest buyer was LPL Financial, adding an estimated $25M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.
- 415 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2017, up from 361 in Q3 2017.
- Funds reported $2.67B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 81 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2017 and 24 closed out, a net change of +57 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2017 was LPL Financial, an estimated $25M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2017 was Morgan Stanley, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2017.