iShares S&P Small-Cap 600 Growth ETF
468 hedge funds and large institutions have $2.93B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 84 closing their positions.
0.94% more ownership
Funds ownership: 54.43% → 55.37% (+0.94%)
1% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 153
4% less funds holding
Funds holding: 490 → 468 (-22)
23% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 84
37% less funds holding in top 10
Funds holding in top 10: 27 → 17 (-10)
51% less capital inflows, than outflows
Capital inflows: $223M | Capital outflows: $452M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.5M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$12.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$10.7M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$69.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$29.8M |
| 3 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$26.8M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$23M |
| 5 |
Morgan Stanley
New York
|
-$21.5M |
IJT Hedge Fund Activity: Q4 2018 in Review
468 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2018, worth a combined $2.93B — down 27% from $3.98B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of IJT and 65 opened new positions — a net loss of 19 holders — while 153 trimmed existing stakes and 151 added.
The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Wells Fargo, cutting an estimated $69.3M.
- 468 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2018, down from 490 in Q3 2018.
- Funds reported $2.93B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2018, down 27% quarter-over-quarter.
- 65 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2018 and 84 closed out, a net change of -19 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2018 was Fidelity Investments, an estimated $41.3M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2018 was Wells Fargo, an estimated $69.3M sold.
Based on aggregated 13F filings for Q4 2018.