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iShares S&P Small-Cap 600 Growth ETF

468 hedge funds and large institutions have $2.88B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 153 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 110.21%110.73% (+0.53%)

0% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 153

5% less funds holding

Funds holding: 492468 (-24)

25% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 84

28% less capital invested

Capital invested by funds: $3.98B → $2.88B (-$1.1B)

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

Holders
468
Holders Change
-24
Holders Change %
-4.88%
% of All Funds
10.43%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.38%
New
63
Increased
153
Reduced
153
Closed
84
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
226
Trivium Point Advisory
Connecticut
$527K +$581K +6,528 New
SB
227
Simmons Bank
Arkansas
$521K
RIA
228
Regal Investment Advisors
Michigan
$518K +$2.32K +26 +0.4%
CB
229
Commerce Bank
Missouri
$516K
OCM
230
Orser Capital Management
Texas
$510K
CPO
231
Cerity Partners OCIO
New York
$510K +$58.6K +658 +12%
AWM
232
Avior Wealth Management
Nebraska
$506K +$2.67K +30 +0.5%
MGIA
233
Moneta Group Investment Advisors
Missouri
$503K -$28.5K -320 -5%
TWP
234
Total Wealth Planning
Ohio
$499K +$550K +6,180 New
SCC
235
Spring Creek Capital
Kansas
$493K -$35.6K -400 -6%
ATFA
236
All Terrain Financial Advisors
Minnesota
$493K -$17.8K -200 -3%
FCI
237
Financial Counselors Inc
Kansas
$491K -$6.95K -78 -1%
CWAG
238
Compton Wealth Advisory Group
Virginia
$487K +$537K +6,032 New
FRA
239
Front Row Advisors
California
$481K -$3.74K -42 -0.7%
First Trust Advisors
240
First Trust Advisors
Illinois
$480K -$15.5K -174 -3%
AWA
241
Arete Wealth Advisors
Illinois
$476K -$457K -5,126 -46%
GCMG
242
Gyroscope Capital Management Group
Florida
$458K +$43.6K +490 +9%
AFP
243
Ausdal Financial Partners
Iowa
$454K -$718K -8,058 -59%
FNBOO
244
First National Bank of Omaha
Nebraska
$453K
SIC
245
Shoker Investment Counsel
Ohio
$448K +$16.2K +182 +3%
BWA
246
BDO Wealth Advisors
Florida
$444K -$125K -1,408 -20%
I
247
IberiaBank
Louisiana
$443K +$41.9K +470 +9%
STMM
248
South Texas Money Management
Texas
$439K -$356 -4 -0.1%
CWM
249
Cornerstone Wealth Management
Missouri
$437K -$43.8M -491,742 -99%
CHC
250
City Holding Co
West Virginia
$437K

IJT Hedge Fund Activity: Q4 2018 in Review

468 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2018, worth a combined $2.88B — down 28% from $3.98B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IJT and 63 opened new positions — a net loss of 21 holders — while 153 trimmed existing stakes and 153 added.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Wells Fargo, cutting an estimated $69.3M.

  • 468 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2018, down from 492 in Q3 2018.
  • Funds reported $2.88B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2018, down 28% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2018 and 84 closed out, a net change of -21 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2018 was Fidelity Investments, an estimated $41.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2018 was Wells Fargo, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2018.