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iShares S&P Small-Cap 600 Growth ETF

468 hedge funds and large institutions have $2.88B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 153 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 110.21%110.73% (+0.53%)

0% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 153

5% less funds holding

Funds holding: 492468 (-24)

25% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 84

28% less capital invested

Capital invested by funds: $3.98B → $2.88B (-$1.1B)

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

Holders
468
Holders Change
-24
Holders Change %
-4.88%
% of All Funds
10.43%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.38%
New
63
Increased
153
Reduced
153
Closed
84
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
Simplicity Solutions
Minnesota
$435K +$235K +2,636 +96%
CCP
252
Corient Capital Partners
California
$432K
FWP
253
FAS Wealth Partners
Kansas
$430K +$65.9K +740 +16%
FNBOSM
254
First National Bank of South Miami
Florida
$420K +$426K +4,778 New
JF
255
JSF Financial
California
$415K +$458K +5,142 New
GRP
256
Global Retirement Partners
California
$407K -$25.3K -284 -5%
IWA
257
Intercontinental Wealth Advisors
Texas
$402K -$174K -1,950 -28%
CIR
258
Clear Investment Research
Georgia
$400K +$54.7K +614 +14%
BAS
259
Brown Advisory Securities
Maryland
$397K +$6.95K +78 +2%
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$396K
CCB
261
Cutter & Co Brokerage
Missouri
$395K -$43.8K -492 -9%
3AM
262
3D Asset Management
Connecticut
$392K +$3.38K +38 +0.8%
PMG
263
ProVise Management Group
Florida
$391K -$34.2K -384 -7%
LPWM
264
Lake Point Wealth Management
Texas
$387K +$427K +4,798 New
NAM
265
NTV Asset Management
West Virginia
$383K
WWM
266
Western Wealth Management
Colorado
$382K +$425K +4,774 New
MC
267
Moors & Cabot
Massachusetts
$378K +$11.4K +128 +3%
CFGS
268
Concourse Financial Group Securities
Alabama
$372K +$117K +1,316 +40%
Cerity Partners
269
Cerity Partners
New York
$372K +$227K +2,544 +123%
WTC
270
WhitTier Trust Company
Nevada
$370K +$8.2K +92 +2%
SXL
271
Summit X LLC
Missouri
$366K -$8.73K -98 -2%
WA
272
Wealthstar Advisors
Texas
$362K -$60K -674 -13%
WAM
273
Wealthspire Advisors (Maryland)
Maryland
$357K -$23.3K -262 -6%
JIC
274
Johnson Investment Counsel
Ohio
$354K
SBSB
275
Sullivan, Bruyette, Speros & Blaney
Virginia
$351K

IJT Hedge Fund Activity: Q4 2018 in Review

468 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2018, worth a combined $2.88B — down 28% from $3.98B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IJT and 63 opened new positions — a net loss of 21 holders — while 153 trimmed existing stakes and 153 added.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Wells Fargo, cutting an estimated $69.3M.

  • 468 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2018, down from 492 in Q3 2018.
  • Funds reported $2.88B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2018, down 28% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2018 and 84 closed out, a net change of -21 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2018 was Fidelity Investments, an estimated $41.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2018 was Wells Fargo, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2018.