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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
AWM
301
Affinity Wealth Management
Delaware
$269K +$297K +3,338 New
MPW
302
MA Private Wealth
California
$268K +$296K +3,324 New
MPI
303
Mairs & Power Inc
Minnesota
$267K
WA
304
WealthTrust Axiom
Pennsylvania
$267K
SC
305
SouthState Corp
Florida
$266K +$112K +1,260 +62%
SIC
306
Sigma Investment Counselors
Michigan
$263K +$19.6K +220 +7%
HCP
307
Holt Capital Partners
Texas
$261K -$17.8K -200 -6%
SBIA
308
Sheaff Brock Investment Advisors
Indiana
$256K +$2.85K +32 +1%
BSW
309
Buckingham Strategic Wealth
Missouri
$256K +$37.2K +418 +15%
ACM
310
AlphaStar Capital Management
North Carolina
$254K -$7.84K -88 -3%
BCA
311
Bay Colony Advisors
Massachusetts
$251K -$26.2K -294 -9%
WCF
312
West Coast Financial
California
$250K -$136K -1,522 -33%
CSPIA
313
Cary Street Partners Investment Advisory
Virginia
$246K +$272K +3,054 New
FEM
314
Fulcrum Equity Management
Texas
$245K +$271K +3,038 New
CHA
315
Carmichael Hill & Associates
Maryland
$243K
AIM
316
Acropolis Investment Management
Missouri
$243K +$891 +10 +0.3%
FDS
317
Freedom Day Solutions
Texas
$242K +$17.3K +194 +7%
SMG
318
Smart Money Group
Texas
$239K -$264K -2,966 -50%
GMA
319
Goldstein Munger & Associates
California
$239K -$30.6K -344 -10%
FPS
320
Fieldpoint Private Securities
Connecticut
$235K -$4.81K -54 -2%
QCMC
321
Quantum Capital Management (California)
California
$233K -$15K -168 -5%
AC
322
Alexandria Capital
Virginia
$228K -$4.1K -46 -2%
CI
323
Cambiar Investors
Colorado
$226K +$19.6K +220 +9%
HCA
324
Heck Capital Advisors
Wisconsin
$224K +$27.4K +308 +12%
AC
325
Abbrea Capital
California
$224K +$248K +2,780 New

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.