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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
BFA
326
Bragg Financial Advisors
North Carolina
$223K +$21.4K +240 +10%
CTC
327
Central Trust Company
Missouri
$217K +$3.56K +40 +2%
ABTD
328
Arvest Bank Trust Division
Oklahoma
$216K +$238K +2,674 New
VFA
329
Valeo Financial Advisors
Indiana
$213K -$62.4K -700 -21%
BRWM
330
B. Riley Wealth Management
Tennessee
$212K -$589K -6,616 -72%
BWP
331
Bernardo Wealth Planning
Pennsylvania
$212K +$235K +2,634 New
M
332
MOTCO
Texas
$210K
GC
333
Garde Capital
Washington
$208K +$9.09K +102 +4%
HR
334
Hayden Royal
North Carolina
$208K +$230K +2,584 New
HSA
335
HBK Sorce Advisory
Pennsylvania
$206K
ATIA
336
American Trust Investment Advisors
New Hampshire
$202K -$13.2K -148 -6%
FNBTCON
337
First National Bank & Trust Co of Newtown
Pennsylvania
$202K
CCM
338
Carlson Capital Management
Minnesota
$202K +$45.6K +512 +10%
BTNA
339
Bremer Trust National Association
Minnesota
$190K
MFW
340
Mosaic Family Wealth
Missouri
$183K +$178 +2 +0.1%
EWA
341
ERTS Wealth Advisors
Michigan
$181K +$200K +2,240 New
OIA
342
Optimum Investment Advisors
Illinois
$179K
AIP
343
Ameritas Investment Partners
Nebraska
$162K
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$159K -$8.91K -100 -5%
AssetMark Inc
345
AssetMark Inc
California
$158K +$143K +1,610 +460%
CBT
346
Capital Bank & Trust
California
$146K +$6.06K +68 +4%
VNA
347
Valley National Advisers
Pennsylvania
$144K
CBT
348
Central Bank & Trust
Kentucky
$140K
CTB
349
Country Trust Bank
Illinois
$138K
IF
350
Ironwood Financial
Arizona
$134K

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.