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iShares S&P Small-Cap 600 Growth ETF
IJT

591 hedge funds and large institutions have $3.48B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 211 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $836K | Put options by funds: $205K

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$506M)

7% more funds holding

Funds holding: 553 → 591 (+38)

0.87% less ownership

Funds ownership: 56.74% → 55.87% (-0.87%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 211

Holders
591
Holders Change
+38
Holders Change %
+6.87%
% of All Funds
10.38%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
78
Increased
159
Reduced
211
Closed
34
Calls
$836K
Puts
$205K
Net Calls
+$631K
Net Calls Change
-$278K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$47.5M
2
BFG
Barber Financial Group
Kansas
+$47.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$20.8M
4
PFG
Piershale Financial Group
Illinois
+$17.7M
5
LPL Financial
LPL Financial
California
+$16M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$81.6M
2
M&T Bank
M&T Bank
New York
-$47M
3
IEFM
IQ EQ Fund Management
Ireland
-$24.9M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$13.4M
5
FI
FormulaFolio Investments
Michigan
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
351
Clear Investment Research
Georgia
$356K -$25.4K -200 -7%
FUBT
352
First United Bank & Trust
Maryland
$355K +$20.1K +158 +6%
EWA
353
EP Wealth Advisors
California
$354K +$10.4K +82 +3%
CHA
354
Carmichael Hill & Associates
Maryland
$353K -$17.8K -140 -5%
GL
355
Graypoint LLC
New York
$352K +$6.99K +55 +2%
WCF
356
West Coast Financial
California
$351K -$2.54K -20 -0.7%
VFA
357
Voya Financial Advisors
Connecticut
$346K +$347K +2,733 New
ABTD
358
Arvest Bank Trust Division
Oklahoma
$343K – – –
HCP
359
Holt Capital Partners
Texas
$340K – – –
VVP
360
Venture Visionary Partners
Ohio
$334K +$33.4K +263 +11%
TPWA
361
TRUE Private Wealth Advisors
Oregon
$330K +$327K +2,573 New
SIC
362
Sigma Investment Counselors
Michigan
$328K – – –
PMG
363
ProVise Management Group
Florida
$327K -$26.7K -210 -8%
KWM
364
Kingsview Wealth Management
Oregon
$319K -$5.08K -40 -2%
CAG
365
Csenge Advisory Group
Florida
$319K +$312K +2,454 New
YIA
366
YHB Investment Advisors
Connecticut
$318K – – –
CRC
367
Curi RMB Capital
Illinois
$317K – – –
MP
368
McDonald Partners
Ohio
$314K -$85.1K -670 -22%
M
369
MOTCO
Texas
$313K -$6.86K -54 -2%
22CM
370
20/20 Capital Management
California
$312K – – –
HSA
371
HBK Sorce Advisory
Pennsylvania
$312K – – –
WIC
372
Whitegate Investment Counselors
New Hampshire
$310K -$17.4K -137 -5%
HR
373
Hardy Reed
Mississippi
$309K – – –
SS
374
Simplicity Solutions
Minnesota
$308K +$305K +2,404 New
VFA
375
Valeo Financial Advisors
Indiana
$302K -$4.57K -36 -2%
13 14
15
16 17

IJT Hedge Fund Activity: Q1 2021 in Review

591 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2021, worth a combined $3.48B — up 17% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IJT positions and 34 closed out — a net gain of 44 holders — while 159 added to existing stakes and 211 trimmed.

The largest buyer was Wells Fargo, adding an estimated $47.5M. The largest seller was Stifel Financial, cutting an estimated $81.6M.

  • 591 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2021, up from 553 in Q4 2020.
  • Funds reported $3.48B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 78 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2021 and 34 closed out, a net change of +44 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2021 was Wells Fargo, an estimated $47.5M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2021 was Stifel Financial, an estimated $81.6M sold.

Based on aggregated 13F filings for Q1 2021.