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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
CBT
351
Central Bank & Trust
Kentucky
$164K
CBT
352
Capital Bank & Trust
California
$164K +$75.3K +820 +89%
CTB
353
Country Trust Bank
Illinois
$162K
IF
354
Ironwood Financial
Arizona
$157K
APA
355
American Portfolios Advisors
New York
$155K +$6.06K +66 +4%
CIM
356
Contravisory Investment Management
Massachusetts
$152K +$28.5K +310 +24%
PMFA
357
Plante Moran Financial Advisors
Michigan
$146K -$49.6K -540 -26%
MFT
358
Moisand Fitzgerald Tamayo
Florida
$144K
AWA
359
Acorn Wealth Advisors
Michigan
$142K
ClearBridge Investments
360
ClearBridge Investments
New York
$141K
RBC
361
Roble Belko & Company
Pennsylvania
$134K
WTB
362
Washington Trust Bank
Washington
$134K +$20.2K +220 +18%
DSC
363
Duncker Streett & Co
Missouri
$127K
SWA
364
Sutton Wealth Advisors
Florida
$125K
VCM
365
Vigilant Capital Management
Maine
$125K +$121K +1,320 New
IFAM
366
Institutional & Family Asset Management
Colorado
$111K
LWM
367
Lenox Wealth Management
Ohio
$110K
FHA
368
Flagship Harbor Advisors
Massachusetts
$110K +$107K +1,166 New
PFO
369
Pathstone Family Office
New Jersey
$106K +$184 +2 +0.2%
JGIA
370
Jackson Grant Investment Advisers
Connecticut
$100K
FMTCOCP
371
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K
SSB
372
Sandy Spring Bank
Maryland
$90K
GAM
373
Gemmer Asset Management
California
$82K
SMG
374
Spectrum Management Group
Indiana
$79K
FIB
375
First Interstate Bank
Montana
$76K

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.