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iShares S&P Small-Cap 600 Growth ETF

361 hedge funds and large institutions have $2.42B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 119 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $2.3B → $2.42B (+$124M)

3% more funds holding

Funds holding: 350361 (+11)

1.09% more ownership

Funds ownership: 104.44%105.53% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.55M

Holders
361
Holders Change
+11
Holders Change %
+3.14%
% of All Funds
9%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
124
Reduced
119
Closed
22
Calls
$1.46M
Puts
$1.55M
Net Calls
-$83K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
Gemmer Asset Management
California
$71K
SMG
302
Spectrum Management Group
Indiana
$69K +$65.5K +840 New
SQA
303
Simon Quick Advisors
New Jersey
$68K
FIB
304
First Interstate Bank
Montana
$66K
PFBT
305
Parkside Financial Bank & Trust
Missouri
$64K
PMFA
306
Plante Moran Financial Advisors
Michigan
$64K
QCG
307
Quadrant Capital Group
Ohio
$62K +$156 +2 +0.3%
PCTC
308
Perkins Coie Trust Company
Washington
$59K
ADL
309
Asset Dedication LLC
California
$57K +$12.2K +156 +29%
HWP
310
Hefty Wealth Partners
Indiana
$52K
BWL
311
Bogart Wealth LLC
Virginia
$52K +$49K +628 New
NSB
312
Norway Savings Bank
Maine
$49K
CCM
313
Covington Capital Management
California
$49K +$46.8K +600 New
AIA
314
Armor Investment Advisors
North Carolina
$43K
RWA
315
Ropes Wealth Advisors
Massachusetts
$43K
Barclays
316
Barclays
United Kingdom
$42K
PRS
317
Pinkerton Retirement Specialists
Idaho
$42K
EFSCE
318
Enterprise Financial Services Corp (EFSC)
Missouri
$41K
CIM
319
Contravisory Investment Management
Massachusetts
$39K +$37.4K +480 New
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$36K +$34K +436 New
CCM
321
Cribstone Capital Management
Maine
$33K
ECM
322
Exchange Capital Management
Michigan
$33K
RFWA
323
RPg Family Wealth Advisory
Massachusetts
$30.9K -$3.9K -50 -12%
LNB
324
Ledyard National Bank
$28K
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$156 +2 +0.6%

IJT Hedge Fund Activity: Q3 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2017, worth a combined $2.42B — up 5.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IJT positions and 22 closed out — a net gain of 14 holders — while 124 added to existing stakes and 119 trimmed.

The largest buyer was Stifel Financial, adding an estimated $17.9M. The largest seller was Wells Fargo, cutting an estimated $25M.

  • 361 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2017, up from 350 in Q2 2017.
  • Funds reported $2.42B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 36 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2017 and 22 closed out, a net change of +14 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2017 was Stifel Financial, an estimated $17.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2017 was Wells Fargo, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2017.