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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
AIM
301
Acropolis Investment Management
Missouri
$283K
FPS
302
Fieldpoint Private Securities
Connecticut
$281K
BMC
303
Beaton Management Company
Massachusetts
$280K
KSA
304
Ken Stern & Associates
California
$275K +$45K +490 +20%
ATIA
305
American Trust Investment Advisors
New Hampshire
$265K
FDS
306
Freedom Day Solutions
Texas
$265K +$21.3K +232 +9%
SFP
307
Shepherd Financial Partners
Massachusetts
$263K +$253K +2,758 New
CBU
308
CIBC Bank USA
Illinois
$259K -$262K -2,850 -51%
GC
309
Garde Capital
Washington
$258K
SFG
310
StrategIQ Financial Group
Indiana
$258K +$36.2K +394 +17%
RFWA
311
RPg Family Wealth Advisory
Massachusetts
$258K +$216K +2,354 +626%
KM
312
Kalos Management
Georgia
$257K +$272K +2,958 New
NFG
313
Next Financial Group
Texas
$256K -$2.35M -25,568 -90%
FIM
314
Freedom Investment Management
Connecticut
$255K -$17.6K -192 -7%
CTC
315
Central Trust Company
Missouri
$250K
M
316
MOTCO
Texas
$250K
CAG
317
Csenge Advisory Group
Florida
$249K +$241K +2,626 New
PAS
318
Partnervest Advisory Services
California
$248K +$241K +2,624 New
KF
319
Krilogy Financial
Missouri
$244K -$4.59K -50 -2%
CI
320
Cambiar Investors
Colorado
$244K
MC
321
Moors & Cabot
Massachusetts
$242K -$5.51K -60 -2%
BTNA
322
Bremer Trust National Association
Minnesota
$242K -$1.28K -14 -0.5%
HSA
323
HBK Sorce Advisory
Pennsylvania
$241K +$9.55K +104 +4%
MFW
324
Mosaic Family Wealth
Missouri
$238K -$918 -10 -0.4%
BFA
325
Bragg Financial Advisors
North Carolina
$238K

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.