iShares S&P Small-Cap 600 Growth ETF
492 hedge funds and large institutions have $3.98B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 27 closing their positions.
111% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 27
31% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 137
19% more capital invested
Capital invested by funds: $3.35B → $3.98B (+$632M)
6% more funds holding
Funds holding: 463 → 492 (+29)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
0.7% less ownership
Funds ownership: 110.91% → 110.21% (-0.7%)
3% less call options, than puts
Call options by funds: $2.02M | Put options by funds: $2.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.8M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$30.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$25.7M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$21.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$26.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.68M |
| 3 |
Citigroup
New York
|
-$6.56M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$5.9M |
| 5 |
Morgan Stanley
New York
|
-$5.29M |
IJT Hedge Fund Activity: Q3 2018 in Review
492 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2018, worth a combined $3.98B — up 19% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IJT positions and 27 closed out — a net gain of 30 holders — while 180 added to existing stakes and 137 trimmed.
The largest buyer was Ameriprise, adding an estimated $33.8M. The largest seller was Cornerstone Wealth Management, cutting an estimated $26.3M.
- 492 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2018, up from 463 in Q2 2018.
- Funds reported $3.98B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2018, up 19% quarter-over-quarter.
- 57 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2018 and 27 closed out, a net change of +30 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2018 was Ameriprise, an estimated $33.8M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $26.3M sold.
Based on aggregated 13F filings for Q3 2018.