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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
OCM
276
Orser Capital Management
Texas
$363K
AF
277
Affiance Financial
Minnesota
$363K +$352K +3,838 New
AWM
278
AE Wealth Management
Kansas
$362K +$109K +1,186 +45%
DWT
279
Dorsey & Whitney Trust
South Dakota
$357K
HJA
280
Hugh Johnson Advisors
New York
$356K +$107K +1,170 +45%
GG
281
Gofen & Glossberg
Illinois
$348K +$74.7K +814 +28%
BSW
282
Buckingham Strategic Wealth
Missouri
$338K +$2.02K +22 +0.6%
SCC
283
Spring Creek Capital
Kansas
$334K +$325K +3,540 New
TH
284
TCTC Holdings
Texas
$331K
ACM
285
AlphaStar Capital Management
North Carolina
$329K +$320K +3,486 New
LPIC
286
LeJeune Puetz Investment Counsel
Michigan
$326K +$317K +3,450 New
HCP
287
Holt Capital Partners
Texas
$324K -$6.42K -70 -2%
WA
288
WealthTrust Axiom
Pennsylvania
$323K
BFC
289
Bedel Financial Consulting
Indiana
$317K
GMA
290
Goldstein Munger & Associates
California
$313K
MPI
291
Mairs & Power Inc
Minnesota
$313K
FAIM
292
Financial Advocates Investment Management
Washington
$312K +$80.6K +878 +37%
AP
293
Advisor Partners
California
$310K -$27K -294 -8%
NL
294
NWAM LLC
Washington
$295K -$379K -4,134 -57%
QCMC
295
Quantum Capital Management (California)
California
$291K +$7.16K +78 +3%
SIC
296
Sigma Investment Counselors
Michigan
$287K -$13.8K -150 -5%
BCA
297
Bay Colony Advisors
Massachusetts
$287K +$279K +3,042 New
CHA
298
Carmichael Hill & Associates
Maryland
$285K
EWM
299
Empirical Wealth Management
Washington
$285K
AC
300
Alexandria Capital
Virginia
$283K -$2.2K -24 -0.8%

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.