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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
KFGK
276
Keystone Financial Group (Kentucky)
Kentucky
$347K +$34.6K +388 +10%
CIA
277
Capital Investment Advisors
Georgia
$346K +$8.2K +92 +2%
CA
278
Claro Advisors
Massachusetts
$342K +$302K +3,388 New
CGA
279
Crescent Grove Advisors
Illinois
$336K +$371K +4,164 New
RFWA
280
RPg Family Wealth Advisory
Massachusetts
$331K -$11K -124 -3%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$326K +$46.9K +526 +15%
SFG
282
StrategIQ Financial Group
Indiana
$323K +$50.8K +570 +17%
HJA
283
Hugh Johnson Advisors
New York
$322K +$8.02K +90 +2%
CIBC World Market
284
CIBC World Market
Ontario, Canada
$321K -$1.95M -21,902 -85%
ATC
285
Argent Trust Co
Tennessee
$320K -$41.7K -468 -11%
BSB
286
Bangor Savings Bank
Maine
$317K -$31.2K -350 -8%
AWM
287
AE Wealth Management
Kansas
$310K -$301K -3,374 -47%
LCM
288
Liberty Capital Management
Michigan
$310K -$1.78K -20 -0.5%
AF
289
Affiance Financial
Minnesota
$310K
DWT
290
Dorsey & Whitney Trust
South Dakota
$309K +$4.45K +50 +1%
GG
291
Gofen & Glossberg
Illinois
$298K +$356 +4 +0.1%
DWA
292
Dougherty Wealth Advisers
Minnesota
$294K +$297K +3,330 New
TH
293
TCTC Holdings
Texas
$282K
SEI Investments
294
SEI Investments
Pennsylvania
$282K +$237K +2,664 +283%
LPIC
295
LeJeune Puetz Investment Counsel
Michigan
$278K
PPA
296
Parametric Portfolio Associates
Washington
$275K -$671K -7,532 -69%
PA
297
Pinnacle Associates
New York
$274K -$713 -8 -0.2%
KM
298
Kalos Management
Georgia
$271K -$5.91M -66,326 -96%
GWM
299
Geneos Wealth Management
Colorado
$271K -$140K -1,574 -32%
BFC
300
Bedel Financial Consulting
Indiana
$271K

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.