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iShares S&P Small-Cap 600 Growth ETF
IJT

591 hedge funds and large institutions have $3.48B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 211 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $836K | Put options by funds: $205K

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$506M)

7% more funds holding

Funds holding: 553 → 591 (+38)

0.87% less ownership

Funds ownership: 56.74% → 55.87% (-0.87%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 211

Holders
591
Holders Change
+38
Holders Change %
+6.87%
% of All Funds
10.38%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
78
Increased
159
Reduced
211
Closed
34
Calls
$836K
Puts
$205K
Net Calls
+$631K
Net Calls Change
-$278K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$47.5M
2
BFG
Barber Financial Group
Kansas
+$47.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$20.8M
4
PFG
Piershale Financial Group
Illinois
+$17.7M
5
LPL Financial
LPL Financial
California
+$16M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$81.6M
2
M&T Bank
M&T Bank
New York
-$47M
3
IEFM
IQ EQ Fund Management
Ireland
-$24.9M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$13.4M
5
FI
FormulaFolio Investments
Michigan
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
226
Outlook Wealth Advisors
Texas
$950K -$21K -165 -2%
KM
227
Kalos Management
Georgia
$939K +$940K +7,400 New
WB
228
WesBanco Bank
West Virginia
$936K +$927K +7,297 New
HF
229
Halpern Financial
Virginia
$921K -$381 -3 -0%
CFGS
230
Concourse Financial Group Securities
Alabama
$908K -$23.5K -185 -3%
CA
231
Calton & Associates
Florida
$903K +$135K +1,063 +18%
HA
232
Harborview Advisors
Maine
$897K -$67.1K -528 -7%
ADL
233
Asset Dedication LLC
California
$883K -$195K -1,534 -18%
PGFC
234
Peapack-Gladstone Financial Corp
New Jersey
$859K +$22K +173 +3%
PWMAG
235
Pinnacle Wealth Management Advisory Group
New Jersey
$844K -$14.5K -114 -2%
ATPW
236
Ashton Thomas Private Wealth
Arizona
$842K +$381 +3 +0%
NFG
237
Next Financial Group
Texas
$834K -$251K -1,972 -23%
JIC
238
Joel Isaacson & Co
New York
$821K – – –
MBT
239
Montecito Bank & Trust
California
$821K – – –
CB
240
Commerce Bank
Missouri
$819K -$44K -346 -5%
FFS
241
Founders Financial Securities
Maryland
$810K +$802K +6,315 New
TRCT
242
Tower Research Capital (TRC)
New York
$806K +$130K +1,021 +19%
FCI
243
Financial Counselors Inc
Kansas
$800K +$9.53K +75 +1%
VCS
244
Vaughan & Co Securities
New Jersey
$782K -$38.5K -303 -5%
HCA
245
Heck Capital Advisors
Wisconsin
$780K +$403K +3,174 +109%
CPO
246
Cerity Partners OCIO
New York
$777K -$14.9K -117 -2%
CAM
247
Cresset Asset Management
Illinois
$776K -$15.5K -122 -2%
IWM
248
IHT Wealth Management
Illinois
$776K +$93.9K +739 +14%
EIP
249
Ellis Investment Partners
Pennsylvania
$762K -$2.29K -18 -0.3%
AL
250
ACAS LLC
California
$752K +$745K +5,864 New
8 9
10
11 12

IJT Hedge Fund Activity: Q1 2021 in Review

591 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2021, worth a combined $3.48B — up 17% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IJT positions and 34 closed out — a net gain of 44 holders — while 159 added to existing stakes and 211 trimmed.

The largest buyer was Wells Fargo, adding an estimated $47.5M. The largest seller was Stifel Financial, cutting an estimated $81.6M.

  • 591 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2021, up from 553 in Q4 2020.
  • Funds reported $3.48B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 78 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2021 and 34 closed out, a net change of +44 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2021 was Wells Fargo, an estimated $47.5M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2021 was Stifel Financial, an estimated $81.6M sold.

Based on aggregated 13F filings for Q1 2021.