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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
BWA
326
Burt Wealth Advisors
Maryland
$26K +$24.5K +314 New
BWA
327
BDO Wealth Advisors
Florida
$25K -$360K -4,614 -94%
GBBWRPM
328
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K
BWM
329
Baystate Wealth Management
Massachusetts
$23K
SIAP
330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K -$13.9K -178 -40%
TDC
331
Thompson Davis & Co
Virginia
$21K -$7.17K -92 -26%
CP
332
Corbenic Partners
Pennsylvania
$21K
BlackRock
333
BlackRock
New York
$19K -$1.72K -22 -9%
AOWM
334
Alpha Omega Wealth Management
Virginia
$19K +$12K +154 +193%
JWA
335
JFS Wealth Advisors
Pennsylvania
$16K -$7.02K -90 -32%
AssetMark Inc
336
AssetMark Inc
California
$15K
WAM
337
Watermark Asset Management
California
$15K +$6.24K +80 +78%
TIM
338
Tortoise Investment Management
New York
$14K
FCB
339
First Command Bank
Texas
$13K +$11.9K +152 New
FCFS
340
First Command Financial Services
Texas
$13K +$11.9K +152 New
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$12.5K
Thrivent Financial for Lutherans
342
Thrivent Financial for Lutherans
Minnesota
$10K -$1.87K -24 -17%
IIC
343
Integrated Investment Consultants
Michigan
$9K -$49.8K -638 -85%
DAM
344
Delta Asset Management
Tennessee
$9K
PS
345
Portfolio Solutions
Michigan
$9K
SFG
346
SevenBridge Financial Group
Pennsylvania
$9K
PA
347
Parallel Advisors
California
$8K -$1.09K -14 -12%
YWP
348
YorkBridge Wealth Partners
New York
$7K
SAM
349
Shamrock Asset Management
Texas
$6K
BCI
350
Brinker Capital Investments
Pennsylvania
$6K +$5.46K +70 New

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.