iShares S&P Small-Cap 600 Growth ETF
703 hedge funds and large institutions have $3.91B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 228 increasing their positions, 218 reducing their positions, and 39 closing their positions.
424% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $237K
62% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 39
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
15% more capital invested
Capital invested by funds: $3.39B → $3.91B (+$515M)
8.42% more ownership
Funds ownership: 58.44% → 66.85% (+8.4%)
3% more funds holding
Funds holding: 685 → 703 (+18)
5% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 218
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$587M |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$24.1M |
| 3 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$22.2M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$18M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$28.9M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$28.3M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$7.88M |
| 4 |
CWM
Cordatus Wealth Management
Newtown,
Pennsylvania
|
-$7.18M |
| 5 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$6.87M |
IJT Hedge Fund Activity: Q3 2024 in Review
703 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2024, worth a combined $3.91B — up 15% from $3.39B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IJT positions and 39 closed out — a net gain of 24 holders — while 228 added to existing stakes and 218 trimmed.
The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $587M. The largest seller was World Investment Advisors, cutting an estimated $28.9M.
- 703 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2024, up from 685 in Q2 2024.
- Funds reported $3.91B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2024 and 39 closed out, a net change of +24 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2024 was Dynasty Wealth Management, an estimated $587M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2024 was World Investment Advisors, an estimated $28.9M sold.
Based on aggregated 13F filings for Q3 2024.