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iShares S&P Small-Cap 600 Growth ETF

463 hedge funds and large institutions have $3.35B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

53% more funds holding in top 10

Funds holding in top 10: 1726 (+9)

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $2.74B → $3.35B (+$608M)

20% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 430463 (+33)

3.39% more ownership

Funds ownership: 107.52%110.91% (+3.4%)

Holders
463
Holders Change
+33
Holders Change %
+7.67%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.6%
New
61
Increased
166
Reduced
117
Closed
25
Calls
$1.97M
Puts
$1.64M
Net Calls
+$329K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
Simplicity Solutions
Minnesota
$453K +$440K +4,796 New
AI
252
Accredited Investors
Minnesota
$452K -$7.06M -76,866 -94%
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$452K +$22K +240 +5%
GWM
254
Geneos Wealth Management
Colorado
$452K +$231K +2,514 +110%
CIR
255
Clear Investment Research
Georgia
$439K
SXL
256
Summit X LLC
Missouri
$437K -$9.18K -100 -2%
WCF
257
West Coast Financial
California
$435K -$7.16K -78 -2%
CA
258
Cumberland Advisors
Florida
$429K +$417K +4,540 New
SBSB
259
Sullivan, Bruyette, Speros & Blaney
Virginia
$425K
WTC
260
WhitTier Trust Company
Nevada
$425K
3AM
261
3D Asset Management
Connecticut
$423K -$68.1K -742 -14%
CCB
262
Cutter & Co Brokerage
Missouri
$417K +$62.4K +680 +18%
FWP
263
FAS Wealth Partners
Kansas
$415K -$5.88K -64 -1%
ATC
264
Argent Trust Co
Tennessee
$415K +$49K +534 +14%
JIC
265
Johnson Investment Counsel
Ohio
$414K +$34K +370 +9%
IA
266
Independence Advisors
Pennsylvania
$407K -$167K -1,816 -30%
BSB
267
Bangor Savings Bank
Maine
$404K
VCM
268
Virtue Capital Management
Tennessee
$399K +$80.6K +878 +26%
RJT
269
Raymond James Trust
Florida
$398K
PA
270
Pinnacle Associates
New York
$397K
CIA
271
Capital Investment Advisors
Georgia
$387K +$22.8K +248 +6%
PWM
272
Perigon Wealth Management
California
$384K +$297K +3,232 +389%
VIA
273
Vantage Investment Advisors
Pennsylvania
$373K
Manulife (Manufacturers Life Insurance)
274
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$372K +$65.4K +712 +22%
LCM
275
Liberty Capital Management
Michigan
$365K -$128K -1,394 -27%

IJT Hedge Fund Activity: Q2 2018 in Review

463 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2018, worth a combined $3.35B — up 22% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IJT positions and 25 closed out — a net gain of 36 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $69.3M. The largest seller was JP Morgan Chase, cutting an estimated $25.8M.

  • 463 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2018, up from 430 in Q1 2018.
  • Funds reported $3.35B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 61 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2018 and 25 closed out, a net change of +36 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2018 was JP Morgan Chase, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2018.