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iShares S&P Small-Cap 600 Growth ETF

361 hedge funds and large institutions have $2.42B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 119 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $2.3B → $2.42B (+$124M)

3% more funds holding

Funds holding: 350361 (+11)

1.09% more ownership

Funds ownership: 104.44%105.53% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.55M

Holders
361
Holders Change
+11
Holders Change %
+3.14%
% of All Funds
9%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
124
Reduced
119
Closed
22
Calls
$1.46M
Puts
$1.55M
Net Calls
-$83K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Affinity Wealth Management
Delaware
$339K
LNC
227
Lincoln National Corp
Pennsylvania
$339K +$321K +4,116 New
PMG
228
ProVise Management Group
Florida
$328K -$10.1K -130 -3%
AF
229
Affiance Financial
Minnesota
$316K
CIA
230
Capital Investment Advisors
Georgia
$313K -$10.6K -136 -3%
AWM
231
Avior Wealth Management
Nebraska
$312K +$19.2K +246 +7%
DWT
232
Dorsey & Whitney Trust
South Dakota
$311K
KSA
233
Ken Stern & Associates
California
$310K
AIM
234
Advantage Investment Management
Iowa
$308K +$22.9K +294 +9%
FTUS
235
Flow Traders U.S.
New York
$303K +$287K +3,680 New
CCB
236
Cutter & Co Brokerage
Missouri
$301K -$103K -1,320 -27%
AP
237
Advisor Partners
California
$298K
WGCA
238
Wolf Group Capital Advisors
Virginia
$291K +$608K +7,800 New
HCP
239
Holt Capital Partners
Texas
$288K
TH
240
TCTC Holdings
Texas
$288K
WA
241
WealthTrust Axiom
Pennsylvania
$281K
CWM
242
Cabot Wealth Management
Massachusetts
$277K -$408K -5,238 -61%
WP
243
WealthPLAN Partners
Nebraska
$276K +$262K +3,360 New
QCMC
244
Quantum Capital Management (California)
California
$274K -$936 -12 -0.4%
GMA
245
Goldstein Munger & Associates
California
$272K -$16.7K -214 -6%
MPI
246
Mairs & Power Inc
Minnesota
$272K
HJA
247
Hugh Johnson Advisors
New York
$267K -$6.24K -80 -2%
WTB
248
Washington Trust Bank
Washington
$266K +$204K +2,618 +424%
SIC
249
Sigma Investment Counselors
Michigan
$262K +$15.6K +200 +7%
BCM
250
Becker Capital Management
Oregon
$256K +$243K +3,114 New

IJT Hedge Fund Activity: Q3 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2017, worth a combined $2.42B — up 5.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IJT positions and 22 closed out — a net gain of 14 holders — while 124 added to existing stakes and 119 trimmed.

The largest buyer was Stifel Financial, adding an estimated $17.9M. The largest seller was Wells Fargo, cutting an estimated $25M.

  • 361 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2017, up from 350 in Q2 2017.
  • Funds reported $2.42B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 36 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2017 and 22 closed out, a net change of +14 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2017 was Stifel Financial, an estimated $17.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2017 was Wells Fargo, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2017.