iShares S&P Small-Cap 600 Growth ETF
540 hedge funds and large institutions have $2.9B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 143 increasing their positions, 163 reducing their positions, and 21 closing their positions.
463% more call options, than puts
Call options by funds: $1.74M | Put options by funds: $309K
371% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 21
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
16% more funds holding
Funds holding: 467 → 540 (+73)
6% more capital invested
Capital invested by funds: $2.75B → $2.9B (+$152M)
3.27% less ownership
Funds ownership: 108.66% → 105.4% (-3.3%)
12% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$17.6M |
| 2 |
Morgan Stanley
New York
|
+$6.27M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$5.78M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$155M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$21.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.3M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$10.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$9.92M |
IJT Hedge Fund Activity: Q4 2019 in Review
540 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2019, worth a combined $2.9B — up 5.5% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new IJT positions and 21 closed out — a net gain of 78 holders — while 143 added to existing stakes and 163 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $17.6M. The largest seller was M&T Bank, exiting entirely with an estimated $155M sold.
- 540 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2019, up from 467 in Q3 2019.
- Funds reported $2.9B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2019, up 5.5% quarter-over-quarter.
- 99 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2019 and 21 closed out, a net change of +78 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2019 was World Investment Advisors, an estimated $17.6M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2019 was M&T Bank, an estimated $155M sold.
Based on aggregated 13F filings for Q4 2019.