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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
NWS
251
Newport Wealth Strategies
California
$750K +$372K +2,925 +100%
MAFM
252
Mid Atlantic Financial Management
Pennsylvania
$745K +$434K +3,413 +143%
PWP
253
Principle Wealth Partners
Connecticut
$740K +$3.56K +28 +0.5%
NFC
254
Northeast Financial Consultants
Connecticut
$739K – – –
SWPG
255
Strategic Wealth Partners Group
Illinois
$738K +$1.52K +12 +0.2%
MCM
256
Maryland Capital Management
Maryland
$724K -$62.9K -495 -8%
FRA
257
Front Row Advisors
California
$721K – – –
SIC
258
Shoker Investment Counsel
Ohio
$714K – – –
AIM
259
Acropolis Investment Management
Missouri
$706K +$310K +2,440 +80%
SW
260
SVB Wealth
Massachusetts
$705K +$2.29K +18 +0.3%
SCP
261
Syntal Capital Partners
Texas
$694K -$63.3K -498 -8%
WTC
262
WhitTier Trust Company
Nevada
$691K – – –
DCM
263
Donaldson Capital Management
Indiana
$684K +$120K +944 +22%
NFP
264
Novak Financial Planning
Maryland
$677K -$9.4K -74 -1%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$673K – – –
FNBOO
266
First National Bank of Omaha
Nebraska
$662K -$34.3K -270 -5%
SLWS
267
Swaine & Leidel Wealth Services
Florida
$654K +$648K +5,100 New
AIM
268
Allen Investment Management
New York
$641K – – –
SB
269
Simmons Bank
Arkansas
$640K -$5.08K -40 -0.8%
UR
270
USCA RIA
Texas
$639K +$342K +2,688 +117%
CPSC
271
Carl P. Sherr & Co
Massachusetts
$631K – – –
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$630K – – –
RJT
273
Raymond James Trust
Florida
$629K -$2.03K -16 -0.3%
APWM
274
Atlas Private Wealth Management
New York
$621K -$22.9K -180 -4%
TGAM
275
TBH Global Asset Management
Tennessee
$611K +$1.27K +10 +0.2%
9 10
11
12 13

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.