ETF Portfolio Rebalancing
One Capital Management reduces multiple ETF holdings; other institutions increase stakes.
Anonymous
One Capital Management LLC reduced several ETF positions in recent SEC filings, cutting its stake in the iShares Russell 2000 Growth ETF by 72.1% while still holding thousands of shares worth about $2.36 million, and trimming its iShares S&P Mid-Cap 400 Value ETF by 53.9% to holdings worth about $2.53 million. It also modestly decreased its Vanguard Consumer Discretionary ETF position by 15.6% to roughly $2.84 million, and sharply lowered its iShares Global REIT ETF stake by 81.7% to about $2.82 million. Other institutional investors were active in parallel, including large increases by Northwestern Mutual Wealth Management in the S&P Mid-Cap 400 Value ETF and iShares Global REIT ETF, as well as additions by UBS Group AG and Envestnet Asset Management in the mid-cap value fund. The iShares Russell 2000 Growth ETF and Vanguard Consumer Discretionary ETF both traded near their recent ranges at the time of reporting, with listed valuation and volatility metrics provided in the articles. Overall, the coverage highlights broad ETF reallocation activity by one manager alongside continued participation and scaling by other institutions.
Key Points
1
For the iShares Russell 2000 Growth ETF (IWO), One Capital Management didn’t just cut the position by 72.1%—it sold 18,847 shares, leaving 7,292 shares worth about $2,356,000 at quarter end.
2
Other investors also added to IWO during the same period, including small new positions such as Caitlin John LLC (about $31,000 in Q3), Reyes Financial Architecture Inc. (about $32,000 in Q3), and Ransom Advisory Ltd. (about $32,000 in Q4).
3
In the iShares S&P Mid-Cap 400 Value ETF (IJJ), Northwestern Mutual Wealth Management’s increase was particularly large: up 498.2% after acquiring an additional 3,127,303 shares, bringing its total to 3,754,991 shares worth about $494,119,000.
4
For the iShares Global REIT ETF (REET), One Capital Management sold 505,434 shares, leaving 113,175 shares worth about $2,824,000—and the firm’s remaining stake was described as just 0.07% of the fund.
5
In REET, a major new buyer was the State of New Jersey Common Pension Fund, which purchased a new position during Q4 valued at about $294,086,000.
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