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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
PMFA
351
Plante Moran Financial Advisors
Michigan
$132K +$8.2K +92 +6%
MFT
352
Moisand Fitzgerald Tamayo
Florida
$123K
ClearBridge Investments
353
ClearBridge Investments
New York
$120K +$133K +1,492 New
LWANC
354
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K +$128K +1,442 New
BOPW
355
Brandywine Oak Private Wealth
Pennsylvania
$116K +$129K +1,446 New
RBC
356
Roble Belko & Company
Pennsylvania
$115K
SWA
357
Sutton Wealth Advisors
Florida
$114K -$60.4K -678 -32%
WEC
358
Winslow Evans & Crocker
Massachusetts
$112K -$8.91K -100 -7%
DSC
359
Duncker Streett & Co
Missouri
$109K
MIM
360
Macroview Investment Management
Maryland
$107K +$178 +2 +0.2%
VCM
361
Vigilant Capital Management
Maine
$106K
BCA
362
Berman Capital Advisors
Georgia
$101K +$112K +1,260 New
ADL
363
Asset Dedication LLC
California
$98K +$34.6K +388 +45%
AIA
364
Alera Investment Advisors
Illinois
$98K +$108K +1,214 New
IFAM
365
Institutional & Family Asset Management
Colorado
$95K
LWM
366
Lenox Wealth Management
Ohio
$94K
CAM
367
Cresset Asset Management
Illinois
$94K +$104K +1,166 New
AIM
368
Advantage Investment Management
Iowa
$93K
PFO
369
Pathstone Family Office
New Jersey
$91K +$356 +4 +0.4%
FHA
370
Flagship Harbor Advisors
Massachusetts
$90K -$4.45K -50 -4%
JGIA
371
Jackson Grant Investment Advisers
Connecticut
$86K +$534 +6 +0.6%
SSB
372
Sandy Spring Bank
Maryland
$84K +$9.09K +102 +11%
FMTCOCP
373
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K
WAS
374
WESPAC Advisors SoCal
California
$72K
NSG
375
Nalls Sherbakoff Group
Tennessee
$71K +$78.4K +880 New

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.