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iShares S&P Small-Cap 600 Growth ETF

625 hedge funds and large institutions have $2.98B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

7% more capital invested

Capital invested by funds: $2.78B → $2.98B (+$195M)

1% more funds holding

Funds holding: 617625 (+8)

0.97% more ownership

Funds ownership: 56.62%57.59% (+0.97%)

6% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 203

Holders
625
Holders Change
+8
Holders Change %
+1.3%
% of All Funds
9.81%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
46
Increased
191
Reduced
203
Closed
33
Calls
$942K
Puts
Net Calls
+$942K
Net Calls Change
+$521K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$379M -$1.44M -13,214 -0.4%
Bank of America
2
Bank of America
North Carolina
$191M +$980K +8,975 +0.5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$183M -$13.5M -123,287 -7%
Wells Fargo
4
Wells Fargo
California
$146M -$7.12M -65,210 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$125M -$25M -228,818 -17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$107M +$530K +4,857 +0.5%
UBS Group
7
UBS Group
Switzerland
$102M +$60.2K +551 +0.1%
M&T Bank
8
M&T Bank
New York
$74.2M -$9.53M -87,250 -12%
LPL Financial
9
LPL Financial
California
$70.3M +$660K +6,044 +1%
UCFA
10
United Capital Financial Advisors
Texas
$59.3M -$1.25M -11,435 -2%
Ameriprise
11
Ameriprise
Minnesota
$52M -$2.48M -22,670 -5%
APF
12
Alaska Permanent Fund
Alaska
$50.2M +$47.7M +436,497 New
GT
13
Glenmede Trust
Pennsylvania
$44.8M
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$40.9M +$237K +2,170 +0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$40.6M +$326K +2,981 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$37.7M +$9.3M +85,137 +35%
OCM
17
One Capital Management
California
$33.5M +$2.52M +23,038 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
$32.1M +$160K +1,463 +0.5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$28M -$307K -2,814 -1%
Cerity Partners
20
Cerity Partners
New York
$25M +$22.9M +209,405 +2,472%
WIA
21
World Investment Advisors
California
$24.9M +$176K +1,610 +0.7%
HighTower Advisors
22
HighTower Advisors
Illinois
$23.4M +$575K +5,265 +3%
SFI
23
SPC Financial Inc
Maryland
$23.2M +$177K +1,625 +0.8%
BFA
24
Beaumont Financial Advisors
Massachusetts
$21.5M -$163K -1,489 -0.8%
Stifel Financial
25
Stifel Financial
Missouri
$20.8M +$745K +6,821 +4%

IJT Hedge Fund Activity: Q2 2023 in Review

625 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2023, worth a combined $2.98B — up 7% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IJT positions and 33 closed out — a net gain of 13 holders — while 191 added to existing stakes and 203 trimmed.

The largest buyer was Cerity Partners, adding an estimated $22.9M. The largest seller was Fidelity Investments, cutting an estimated $25M.

  • 625 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2023, up from 617 in Q1 2023.
  • Funds reported $2.98B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2023, up 7% quarter-over-quarter.
  • 46 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2023 and 33 closed out, a net change of +13 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2023 was Cerity Partners, an estimated $22.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2023 was Fidelity Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q2 2023.