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iShares S&P Small-Cap 600 Growth ETF

472 hedge funds and large institutions have $2.96B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $3.1B → $2.96B (-$132M)

2% less funds holding

Funds holding: 483472 (-11)

2.97% less ownership

Funds ownership: 112.94%109.97% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
472
Holders Change
-11
Holders Change %
-2.28%
% of All Funds
10.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
41
Increased
144
Reduced
170
Closed
46
Calls
$748K
Puts
Net Calls
+$748K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
PTB
351
Pioneer Trust Bank
Oregon
$201K +$198K +2,200 New
EWA
352
EP Wealth Advisors
California
$200K -$12K -134 -6%
BEI
353
Benjamin Edwards Inc
Missouri
$195K +$17.6K +196 +10%
RFWA
354
RPg Family Wealth Advisory
Massachusetts
$189K
LWANC
355
Laurel Wealth Advisors (North Carolina)
North Carolina
$182K +$49.6K +552 +38%
AIP
356
Ameritas Investment Partners
Nebraska
$169K
VNA
357
Valley National Advisers
Pennsylvania
$162K
CBT
358
Capital Bank & Trust
California
$159K
CBT
359
Central Bank & Trust
Kentucky
$158K
SSB
360
Sandy Spring Bank
Maryland
$157K +$28.4K +316 +23%
CTB
361
Country Trust Bank
Illinois
$156K
IF
362
Ironwood Financial
Arizona
$154K +$1.44K +16 +1%
MFT
363
Moisand Fitzgerald Tamayo
Florida
$139K
FM
364
Family Management
New York
$134K +$132K +1,470 New
OIA
365
Optimum Investment Advisors
Illinois
$131K
RBC
366
Roble Belko & Company
Pennsylvania
$130K
SWA
367
Sutton Wealth Advisors
Florida
$129K
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$128K -$14.9K -166 -11%
WEC
369
Winslow Evans & Crocker
Massachusetts
$126K
PFO
370
Pathstone Family Office
New Jersey
$124K +$180 +2 +0.1%
DSC
371
Duncker Streett & Co
Missouri
$123K
SSW
372
Smith Shellnut Wilson
Mississippi
$122K +$1.26K +14 +1%
MWP
373
MYCIO Wealth Partners
Pennsylvania
$119K +$117K +1,300 New
BCA
374
Berman Capital Advisors
Georgia
$115K +$180 +2 +0.2%
IFAM
375
Institutional & Family Asset Management
Colorado
$107K

IJT Hedge Fund Activity: Q2 2019 in Review

472 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2019, worth a combined $2.96B — down 4.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IJT and 41 opened new positions — a net loss of 5 holders — while 170 trimmed existing stakes and 144 added.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Fidelity Investments, cutting an estimated $31.7M.

  • 472 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2019, down from 483 in Q1 2019.
  • Funds reported $2.96B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 41 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2019 and 46 closed out, a net change of -5 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $10.2M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.