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iShares S&P Small-Cap 600 Growth ETF

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: 591598 (+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: 2019 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
326
BDO Wealth Advisors
Florida
$453K
FB
327
Fulton Bank
Pennsylvania
$448K -$27.3K -210 -6%
GWA
328
GGM Wealth Advisors
Maryland
$447K
LBC
329
Lowe Brockenbrough & Co
Virginia
$447K
WFA
330
Wellspring Financial Advisors
Ohio
$444K +$44.6K +343 +11%
Cerity Partners
331
Cerity Partners
New York
$442K -$13.1K -101 -3%
SFO
332
Standard Family Office
South Dakota
$439K +$431K +3,310 New
RSWM
333
Robertson Stephens Wealth Management
California
$431K -$3.64K -28 -0.9%
BSB
334
Bangor Savings Bank
Maine
$431K
CIA
335
Capital Investment Advisors
Georgia
$426K -$28.4K -218 -6%
DL
336
DOHJ LLC
Washington
$412K +$187K +1,436 +86%
CAG
337
Csenge Advisory Group
Florida
$410K +$81.6K +627 +26%
NS
338
Newman & Schimel
Illinois
$409K +$390 +3 +0.1%
CPIA
339
Cornell Pochily Investment Advisors
New York
$401K -$24.6K -189 -6%
BIM
340
Bridges Investment Management
Nebraska
$401K
NAM
341
NTV Asset Management
West Virginia
$397K
GG
342
Gofen & Glossberg
Illinois
$392K
KWM
343
Kingsview Wealth Management
Oregon
$390K +$63.1K +485 +20%
LWA
344
LWS Wealth Advisors
New Jersey
$389K +$10.9K +84 +3%
WWM
345
Western Wealth Management
Colorado
$387K -$17.7K -136 -4%
PCMC
346
Paragon Capital Management (Colorado)
Colorado
$385K
CCP
347
Corient Capital Partners
California
$370K
GL
348
Graypoint LLC
New York
$368K +$4.56K +35 +1%
CHA
349
Carmichael Hill & Associates
Maryland
$367K +$1.95K +15 +0.5%
GMA
350
Goldstein Munger & Associates
California
$363K -$29.9K -230 -8%

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.