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iShares S&P Small-Cap 600 Growth ETF

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87%69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
226
Roman Butler Fullerton & Co
Missouri
$925K -$164K -1,259 -15%
HA
227
Harborview Advisors
Maine
$905K -$23K -177 -3%
ATPW
228
Ashton Thomas Private Wealth
Arizona
$902K +$29.9K +230 +4%
MAFM
229
Mid Atlantic Financial Management
Pennsylvania
$890K +$118K +903 +16%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$888K
FFS
231
Founders Financial Securities
Maryland
$887K +$48.3K +371 +6%
PWMAG
232
Pinnacle Wealth Management Advisory Group
New Jersey
$867K -$5.21K -40 -0.6%
FNBOSM
233
First National Bank of South Miami
Florida
$850K -$223K -1,710 -21%
JIC
234
Joel Isaacson & Co
New York
$849K
MBT
235
Montecito Bank & Trust
California
$849K
CB
236
Commerce Bank
Missouri
$848K
AL
237
ACAS LLC
California
$839K +$59.6K +458 +8%
BSW
238
Buckingham Strategic Wealth
Missouri
$837K +$289K +2,222 +54%
HCA
239
Heck Capital Advisors
Wisconsin
$829K +$21.5K +165 +3%
AIC
240
Ameritas Investment Company
Nebraska
$820K +$530K +4,071 +291%
ICMP
241
Integrated Capital Management (Pennsylvania)
Pennsylvania
$817K +$802K +6,161 New
ASN
242
Advisory Services Network
Georgia
$810K -$516K -3,968 -39%
NFC
243
Northeast Financial Consultants
Connecticut
$810K +$44.3K +340 +6%
CPO
244
Cerity Partners OCIO
New York
$795K -$9.24K -71 -1%
FCI
245
Financial Counselors Inc
Kansas
$784K -$42.7K -328 -5%
Brown Advisory
246
Brown Advisory
Maryland
$779K +$349K +2,684 +84%
NWS
247
Newport Wealth Strategies
California
$776K
EIP
248
Ellis Investment Partners
Pennsylvania
$775K -$12.6K -97 -2%
VCS
249
Vaughan & Co Securities
New Jersey
$772K -$36.7K -282 -5%
PWP
250
Principle Wealth Partners
Connecticut
$765K

IJT Hedge Fund Activity: Q2 2021 in Review

598 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2021, worth a combined $3.66B — up 5.2% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IJT positions and 30 closed out — a net gain of 18 holders — while 180 added to existing stakes and 199 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $811M. The largest seller was Johnson Midwest Financial, exiting entirely with an estimated $14.9M sold.

  • 598 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $3.66B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 48 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2021 and 30 closed out, a net change of +18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $811M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2021 was Johnson Midwest Financial, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2021.