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iShares S&P Small-Cap 600 Growth ETF

472 hedge funds and large institutions have $2.96B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $3.1B → $2.96B (-$132M)

2% less funds holding

Funds holding: 483472 (-11)

2.97% less ownership

Funds ownership: 112.94%109.97% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
472
Holders Change
-11
Holders Change %
-2.28%
% of All Funds
10.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
41
Increased
144
Reduced
170
Closed
46
Calls
$748K
Puts
Net Calls
+$748K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
NWS
226
Newport Wealth Strategies
California
$530K -$48.5K -540 -8%
FNBOO
227
First National Bank of Omaha
Nebraska
$526K +$27.3K +304 +6%
FRA
228
Front Row Advisors
California
$524K -$17.4K -194 -3%
PCG
229
Private Capital Group
Connecticut
$519K -$129K -1,440 -21%
SW
230
SVB Wealth
Massachusetts
$517K +$509K +5,662 New
First Trust Advisors
231
First Trust Advisors
Illinois
$505K -$48.2K -536 -9%
CFGS
232
Concourse Financial Group Securities
Alabama
$504K +$29.7K +330 +6%
3AM
233
3D Asset Management
Connecticut
$498K +$13.3K +148 +3%
SIC
234
Shoker Investment Counsel
Ohio
$493K -$10.2K -114 -2%
CCP
235
Corient Capital Partners
California
$489K
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$485K
VFA
237
Voya Financial Advisors
Connecticut
$476K -$17.6M -195,474 -97%
RIA
238
Regal Investment Advisors
Michigan
$471K -$6.29K -70 -1%
AWA
239
Arete Wealth Advisors
Illinois
$469K -$25.5K -284 -5%
AIC
240
Ameritas Investment Company
Nebraska
$464K +$54.8K +610 +14%
BWA
241
BDO Wealth Advisors
Florida
$462K -$13.1K -146 -3%
AIM
242
Allen Investment Management
New York
$456K +$449K +5,000 New
JF
243
JSF Financial
California
$452K +$719 +8 +0.2%
VC
244
Vicus Capital
Pennsylvania
$449K -$166K -1,850 -27%
FMWA
245
Forvis Mazars Wealth Advisors
Missouri
$448K
VFA
246
Valeo Financial Advisors
Indiana
$443K +$181K +2,016 +71%
EWA
247
ERTS Wealth Advisors
Michigan
$436K +$30.9K +344 +8%
NAM
248
NTV Asset Management
West Virginia
$434K
FNBOSM
249
First National Bank of South Miami
Florida
$432K -$4.13K -46 -1%
IWA
250
Intercontinental Wealth Advisors
Texas
$426K -$28.6K -318 -6%

IJT Hedge Fund Activity: Q2 2019 in Review

472 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2019, worth a combined $2.96B — down 4.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IJT and 41 opened new positions — a net loss of 5 holders — while 170 trimmed existing stakes and 144 added.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Fidelity Investments, cutting an estimated $31.7M.

  • 472 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2019, down from 483 in Q1 2019.
  • Funds reported $2.96B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 41 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2019 and 46 closed out, a net change of -5 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $10.2M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.