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iShares S&P Small-Cap 600 Growth ETF
IJT

361 hedge funds and large institutions have $2.42B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 119 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $2.3B → $2.42B (+$124M)

3% more funds holding

Funds holding: 350 → 361 (+11)

1.09% more ownership

Funds ownership: 104.44% → 105.53% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

5% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.55M

Holders
361
Holders Change
+11
Holders Change %
+3.14%
% of All Funds
9%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
36
Increased
124
Reduced
119
Closed
22
Calls
$1.46M
Puts
$1.55M
Net Calls
-$83K
Net Calls Change
-$584K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$17.9M
2
CFSG
Community Financial Services Group
Vermont
+$9.63M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$7.63M
4
TSS
Two Sigma Securities
New York
+$7.15M
5
Ameriprise
Ameriprise
Minnesota
+$6.47M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$25M
2
Goldman Sachs
Goldman Sachs
New York
-$15.8M
3
DWA
Dorsey Wright & Associates
California
-$4.93M
4
VIA
Vantage Investment Advisors
Pennsylvania
-$4.6M
5
TAT
TD Ameritrade Trust
Colorado
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
251
Alexandria Capital
Virginia
$254K – – –
PPA
252
Parametric Portfolio Associates
Washington
$248K – – –
CWM
253
Cornerstone Wealth Management
Missouri
$247K +$12.5K +160 +6%
AIM
254
Acropolis Investment Management
Missouri
$246K +$312 +4 +0.1%
FPS
255
Fieldpoint Private Securities
Connecticut
$244K +$232K +2,970 New
HIMC
256
Heritage Investors Management Corp
Maryland
$241K – – –
GEA
257
Glen Eagle Advisors
New Jersey
$241K -$225K -2,880 -50%
PWM
258
Perigon Wealth Management
California
$236K -$585K -7,504 -72%
ATIA
259
American Trust Investment Advisors
New Hampshire
$233K -$21.8K -280 -9%
CTC
260
Central Trust Company
Missouri
$226K -$7.02K -90 -3%
GC
261
Garde Capital
Washington
$225K -$63.3K -812 -23%
FWCM
262
Ferguson Wellman Capital Management
Oregon
$224K -$76.1K -976 -26%
NB
263
NBT Bank
New York
$222K – – –
M
264
MOTCO
Texas
$218K -$10.9K -140 -5%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$218K +$208K +2,664 New
CI
266
Cambiar Investors
Colorado
$212K +$201K +2,580 New
MFW
267
Mosaic Family Wealth
Missouri
$211K +$9.2K +118 +5%
CCM
268
Coldstream Capital Management
Washington
$209K -$18.9K -242 -9%
BMC
269
Beaton Management Company
Massachusetts
$207K +$197K +2,520 New
BFA
270
Bragg Financial Advisors
North Carolina
$207K +$197K +2,520 New
RSA
271
Robertson Stephens Advisors
California
$202K -$10.1K -130 -5%
3AM
272
3D Asset Management
Connecticut
$201K -$219K -2,814 -54%
IWM
273
IHT Wealth Management
Illinois
$192K +$156 +2 +0.1%
GWM
274
Geneos Wealth Management
Colorado
$185K +$5.15K +66 +3%
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$178K +$4.99K +64 +3%
9 10
11
12 13

IJT Hedge Fund Activity: Q3 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2017, worth a combined $2.42B — up 5.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IJT positions and 22 closed out — a net gain of 14 holders — while 124 added to existing stakes and 119 trimmed.

The largest buyer was Stifel Financial, adding an estimated $17.9M. The largest seller was Wells Fargo, cutting an estimated $25M.

  • 361 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2017, up from 350 in Q2 2017.
  • Funds reported $2.42B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 36 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2017 and 22 closed out, a net change of +14 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2017 was Stifel Financial, an estimated $17.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2017 was Wells Fargo, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2017.