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iShares S&P Small-Cap 600 Growth ETF

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87%69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
276
TBH Global Asset Management
Tennessee
$629K -$3.51K -27 -0.6%
GEA
277
Glen Eagle Advisors
New Jersey
$617K +$53.4K +410 +10%
TCWA
278
Ten Capital Wealth Advisors
Washington
$616K +$4.82K +37 +0.8%
JIC
279
Johnson Investment Counsel
Ohio
$613K
APWM
280
Atlas Private Wealth Management
New York
$609K -$32.5K -250 -5%
FEM
281
Fulcrum Equity Management
Texas
$603K +$60K +461 +11%
ATFA
282
All Terrain Financial Advisors
Minnesota
$596K -$26K -200 -4%
CFG
283
Citizens Financial Group
Rhode Island
$593K -$9.24K -71 -2%
MFW
284
Meristem Family Wealth
Minnesota
$586K
KFI
285
Key Financial Inc
Pennsylvania
$582K -$9.37K -72 -2%
VFA
286
Valeo Financial Advisors
Indiana
$582K +$265K +2,034 +86%
MSFS
287
Main Street Financial Solutions
Pennsylvania
$576K -$50.2K -386 -8%
SBIA
288
Sheaff Brock Investment Advisors
Indiana
$576K
TWP
289
Total Wealth Planning
Ohio
$572K +$130 +1 +0%
FC
290
Ferris Capital
Massachusetts
$572K +$562K +4,315 New
OWA
291
Outlook Wealth Advisors
Texas
$568K -$407K -3,127 -42%
SFG
292
Summit Financial Group
West Virginia
$567K -$5.21K -40 -0.9%
HI
293
Harbour Investments
Wisconsin
$567K -$3.64K -28 -0.7%
GBT
294
Grove Bank & Trust
Florida
$559K +$30.1K +231 +6%
AWM
295
Avior Wealth Management
Nebraska
$553K -$39.2K -301 -7%
FWP
296
FAS Wealth Partners
Kansas
$552K -$7.29K -56 -1%
IC
297
IEQ Capital
California
$548K +$537K +4,129 New
CA
298
Clearstead Advisors
Ohio
$547K +$30.1K +231 +6%
First Trust Advisors
299
First Trust Advisors
Illinois
$543K -$30.5K -234 -5%
IA
300
IFG Advisory
Georgia
$543K -$17.6K -135 -3%

IJT Hedge Fund Activity: Q2 2021 in Review

598 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2021, worth a combined $3.66B — up 5.2% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IJT positions and 30 closed out — a net gain of 18 holders — while 180 added to existing stakes and 199 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $811M. The largest seller was Johnson Midwest Financial, exiting entirely with an estimated $14.9M sold.

  • 598 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $3.66B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 48 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2021 and 30 closed out, a net change of +18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $811M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2021 was Johnson Midwest Financial, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2021.