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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
RFA
351
Reilly Financial Advisors
California
$5K
FFW
352
Fusion Family Wealth
New York
$5K +$4.52K +58 New
SBL
353
Sargent Bickham Lagudis
Colorado
$4K
PG
354
Patten Group
Tennessee
$3K -$46.8K -600 -94%
PK
355
Pflug Koory
Nebraska
$3K
PSC
356
Prentiss Smith & Co
Vermont
$2K +$1.56K +20 New
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.03K +26 New
FM
358
Forward Management
California
$1K
MWM
359
MinichMacGregor Wealth Management
New York
$1K
BBHC
360
Brown Brothers Harriman & Co
New York
$1K +$936 +12 New
TAT
361
TD Ameritrade Trust
Colorado
-$4.4M -69,486 Closed
DWA
362
Dorsey Wright & Associates
California
-$4.93M -63,176 Closed
BCM
363
Barometer Capital Management
Ontario, Canada
-$4.38M -56,200 Closed
FIG
364
FundX Investment Group
California
-$1.39M -17,790 Closed
KA
365
Kovack Advisors
Florida
-$680K -8,722 Closed
IFWM
366
Institute for Wealth Management
Colorado
-$554K -7,110 Closed
CWM
367
Concert Wealth Management
California
-$490K -6,282 Closed
OMC
368
Overbrook Management Corp
New York
-$473K -6,060 Closed
FA
369
FDx Advisors
Illinois
-$432K -5,534 Closed
SBIA
370
Sheaff Brock Investment Advisors
Indiana
-$252K -3,232 Closed
SFG
371
StrategIQ Financial Group
Indiana
-$218K -2,798 Closed
B
372
Bridgeworth
Alabama
-$207K -2,660 Closed
PSUF
373
People's United Financial
Connecticut
-$143K -1,830 Closed
1832 Asset Management
374
1832 Asset Management
Ontario, Canada
-$133K -1,700 Closed
OIA
375
OneDigital Investment Advisors
Kansas
-$98K -1,260 Closed

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.