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iShares S&P Small-Cap 600 Growth ETF
IJT

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: 591 → 598 (+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: 20 → 19 (-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

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$811M
2
PL
Polianta Ltd
Jersey
+$13.2M
3
WIA
World Investment Advisors
California
+$11.4M
4
CCFM
Clear Creek Financial Management
Washington
+$8.78M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.43M

Top Sellers

1
JMF
Johnson Midwest Financial
Iowa
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$12.4M
3
Bank of America
Bank of America
North Carolina
-$9.06M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.67M
5
IFA
Interactive Financial Advisors
Illinois
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
301
Summit X LLC
Missouri
$539K – – –
FFA
302
Fragasso Financial Advisors
Pennsylvania
$532K +$85.9K +660 +20%
3LCM
303
3D/L Capital Management
Connecticut
$522K +$47.1K +362 +10%
NL
304
NWAM LLC
Washington
$513K -$3.38K -26 -0.7%
CWAG
305
Compton Wealth Advisory Group
Virginia
$513K +$3.25K +25 +0.7%
LCM
306
Liberty Capital Management
Michigan
$509K – – –
NFG
307
Next Financial Group
Texas
$506K -$349K -2,683 -41%
OAP
308
One Advisory Partners
Kansas
$505K -$1.04K -8 -0.2%
NSB
309
Norway Savings Bank
Maine
$504K +$29.2K +224 +6%
BFA
310
Bragg Financial Advisors
North Carolina
$503K – – –
CFSG
311
Community Financial Services Group
Vermont
$501K -$86.7K -666 -15%
AF
312
Affiance Financial
Minnesota
$495K – – –
FFN
313
Focus Financial Network
Minnesota
$494K -$4.69K -36 -1%
BFM
314
Boston Financial Management
Massachusetts
$491K – – –
JF
315
JSF Financial
California
$484K +$390 +3 +0.1%
DCM
316
Donaldson Capital Management
Indiana
$475K -$228K -1,749 -33%
BMWM
317
Brown Miller Wealth Management
Virginia
$468K +$52.2K +401 +13%
HW
318
Hancock Whitney
Mississippi
$467K +$3.9K +30 +0.9%
AC
319
Abbrea Capital
California
$464K – – –
TH
320
TCTC Holdings
Texas
$464K – – –
CW
321
CreativeOne Wealth
Kansas
$463K -$1.28M -9,815 -74%
LPIC
322
LeJeune Puetz Investment Counsel
Michigan
$458K – – –
BPA
323
Beacon Pointe Advisors
California
$458K +$146K +1,122 +48%
BFC
324
Bedel Financial Consulting
Indiana
$457K – – –
BA
325
Bellwether Advisors
Nebraska
$457K +$171K +1,313 +62%
11 12
13
14 15

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.