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iShares S&P Small-Cap 600 Growth ETF

463 hedge funds and large institutions have $3.35B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

53% more funds holding in top 10

Funds holding in top 10: 1726 (+9)

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $2.74B → $3.35B (+$608M)

20% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 430463 (+33)

3.39% more ownership

Funds ownership: 107.52%110.91% (+3.4%)

Holders
463
Holders Change
+33
Holders Change %
+7.67%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.6%
New
61
Increased
166
Reduced
117
Closed
25
Calls
$1.97M
Puts
$1.64M
Net Calls
+$329K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$583K +$10.3K +112 +2%
FCI
227
Financial Counselors Inc
Kansas
$567K
TPWA
228
TRUE Private Wealth Advisors
Oregon
$558K +$541K +5,898 New
MGIA
229
Moneta Group Investment Advisors
Missouri
$554K +$34K +370 +7%
GCMG
230
Gyroscope Capital Management Group
Florida
$546K -$6.98K -76 -1%
SWP
231
Strategic Wealth Partners
Ohio
$546K +$462K +5,036 +675%
FNBOO
232
First National Bank of Omaha
Nebraska
$535K -$9.18K -100 -2%
CPO
233
Cerity Partners OCIO
New York
$535K
ATFA
234
All Terrain Financial Advisors
Minnesota
$530K -$10.5K -114 -2%
RIA
235
Regal Investment Advisors
Michigan
$519K -$43.9K -478 -8%
WA
236
Wealthstar Advisors
Texas
$519K +$177K +1,926 +59%
STMM
237
South Texas Money Management
Texas
$514K -$1.1K -12 -0.2%
SIC
238
Shoker Investment Counsel
Ohio
$508K
CCP
239
Corient Capital Partners
California
$506K
BAS
240
Brown Advisory Securities
Maryland
$506K +$31.6K +344 +7%
CHC
241
City Holding Co
West Virginia
$499K
Brown Advisory
242
Brown Advisory
Maryland
$498K +$92K +1,002 +23%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$495K +$4.22K +46 +0.9%
OMC
244
Old Mission Capital
Illinois
$491K +$477K +5,200 New
I
245
IberiaBank
Louisiana
$474K -$2.57K -28 -0.6%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$474K -$21.7K -236 -4%
EWF
247
Epstein & White Financial
California
$471K -$2.45M -26,682 -84%
FMWA
248
Forvis Mazars Wealth Advisors
Missouri
$464K
NAM
249
NTV Asset Management
West Virginia
$463K
AA
250
Advisory Alpha
Michigan
$462K +$55.8K +608 +15%

IJT Hedge Fund Activity: Q2 2018 in Review

463 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2018, worth a combined $3.35B — up 22% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IJT positions and 25 closed out — a net gain of 36 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $69.3M. The largest seller was JP Morgan Chase, cutting an estimated $25.8M.

  • 463 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2018, up from 430 in Q1 2018.
  • Funds reported $3.35B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 61 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2018 and 25 closed out, a net change of +36 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2018 was JP Morgan Chase, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2018.