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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
FNBTCON
326
First National Bank & Trust Co of Newtown
Pennsylvania
$237K
SC
327
SouthState Corp
Florida
$237K +$230K +2,508 New
HCA
328
Heck Capital Advisors
Wisconsin
$237K +$1.65K +18 +0.7%
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$235K -$1.84K -20 -0.8%
RRC
330
Relaxing Retirement Coach
Massachusetts
$233K
PP
331
PagnatoKarp Partners
Virginia
$232K +$225K +2,448 New
SBIA
332
Sheaff Brock Investment Advisors
Indiana
$228K +$5.51K +60 +3%
CCM
333
Coldstream Capital Management
Washington
$226K -$12.8K -140 -6%
First Trust Advisors
334
First Trust Advisors
Illinois
$221K -$9.55K -104 -4%
CCM
335
Carlson Capital Management
Minnesota
$219K
MMHP
336
Murphy Middleton Hinkle & Parker
Georgia
$217K +$211K +2,296 New
CSM
337
CAMG Solamere Management
North Carolina
$214K +$208K +2,264 New
PL
338
Plancorp LLC
Missouri
$211K +$205K +2,234 New
OIA
339
Optimum Investment Advisors
Illinois
$210K +$36.7K +400 +22%
CB
340
Chemical Bank
Michigan
$210K +$204K +2,220 New
PTB
341
Pioneer Trust Bank
Oregon
$208K +$202K +2,200 New
DIA
342
Dana Investment Advisors
Wisconsin
$206K +$200K +2,178 New
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$205K +$56.9K +620 +40%
DAS
344
Dynamic Advisor Solutions
Arizona
$204K +$198K +2,162 New
Deutsche Bank
345
Deutsche Bank
Germany
$202K +$196K +2,138 New
AIP
346
Ameritas Investment Partners
Nebraska
$189K
VFA
347
Valeo Financial Advisors
Indiana
$175K -$2.94K -32 -2%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$175K +$114K +1,238 +203%
B
349
Bridgeworth
Alabama
$169K +$165K +1,796 New
VNA
350
Valley National Advisers
Pennsylvania
$168K

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.