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iShares S&P Small-Cap 600 Growth ETF
IJT

669 hedge funds and large institutions have $3.61B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 35

127% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $735K

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

29% more capital invested

Capital invested by funds: $2.8B → $3.61B (+$806M)

9% more funds holding

Funds holding: 615 → 669 (+54)

7.42% more ownership

Funds ownership: 57.53% → 64.95% (+7.4%)

5% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 200

Holders
669
Holders Change
+54
Holders Change %
+8.78%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
98
Increased
191
Reduced
200
Closed
35
Calls
$1.67M
Puts
$735K
Net Calls
+$937K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$366M
2
Goldman Sachs
Goldman Sachs
New York
+$42.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$22.6M
4
LPL Financial
LPL Financial
California
+$13.7M
5
UBS Group
UBS Group
Switzerland
+$8.19M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$40M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$24M
4
UCFA
United Capital Financial Advisors
Texas
-$15.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$806M +$366M +3,263,920 +103%
Bank of America
2
Bank of America
North Carolina
$212M +$2.13M +18,955 +1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$174M -$24M -214,056 -13%
Wells Fargo
4
Wells Fargo
California
$151M +$470K +4,188 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$134M +$3.51M +31,258 +3%
UBS Group
6
UBS Group
Switzerland
$121M +$8.19M +73,035 +8%
LPL Financial
7
LPL Financial
California
$93.5M +$13.7M +121,954 +20%
M&T Bank
8
M&T Bank
New York
$68.5M -$3.96M -35,268 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$59.8M +$22.6M +201,761 +73%
Ameriprise
10
Ameriprise
Minnesota
$59.6M -$3.23M -28,833 -6%
Goldman Sachs
11
Goldman Sachs
New York
$57.4M +$42.3M +377,150 +465%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$55.4M +$6.5M +57,962 +15%
GT
13
Glenmede Trust
Pennsylvania
$48.3M +$392K +3,496 +0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$45.9M +$674K +6,012 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$43.7M +$3.56M +31,779 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$41.1M -$39.7M -353,982 -52%
OCM
17
One Capital Management
California
$39.5M +$667K +5,950 +2%
APF
18
Alaska Permanent Fund
Alaska
$37M – – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$30.4M +$370K +3,300 +1%
Cerity Partners
20
Cerity Partners
New York
$30M +$1.39M +12,422 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$28.6M +$1.54M +13,724 +6%
SFI
22
SPC Financial Inc
Maryland
$24.8M -$393K -3,500 -2%
Stifel Financial
23
Stifel Financial
Missouri
$24.4M -$94.8K -845 -0.4%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$24M +$569K +5,072 +3%
BFA
25
Beaumont Financial Advisors
Massachusetts
$23.7M +$238K +2,122 +1%
1
2 3 4 5

IJT Hedge Fund Activity: Q4 2023 in Review

669 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2023, worth a combined $3.61B — up 29% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IJT positions and 35 closed out — a net gain of 63 holders — while 191 added to existing stakes and 200 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $366M. The largest seller was Corient Private Wealth, cutting an estimated $40M.

  • 669 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2023, up from 615 in Q3 2023.
  • Funds reported $3.61B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 98 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2023 and 35 closed out, a net change of +63 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $366M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2023 was Corient Private Wealth, an estimated $40M sold.

Based on aggregated 13F filings for Q4 2023.