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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
OC
376
Oakworth Capital
Alabama
$72K
QCG
377
Quadrant Capital Group
Ohio
$71K
ADL
378
Asset Dedication LLC
California
$65K +$4.77K +52 +8%
BlackRock
379
BlackRock
New York
$63K +$6.61K +72 +12%
BWL
380
Bogart Wealth LLC
Virginia
$62K
CWA
381
Clarus Wealth Advisors
Arizona
$61K +$63.9K +696 New
WCAMG
382
Woodard & Company Asset Management Group
North Carolina
$60.3K
PG
383
Patten Group
Tennessee
$60K
PCTC
384
Perkins Coie Trust Company
Washington
$58K
CCM
385
Covington Capital Management
California
$57K
NSB
386
Norway Savings Bank
Maine
$57K
CFA
387
Carroll Financial Associates
North Carolina
$56K +$55.1K +600 New
BCI
388
Brinker Capital Investments
Pennsylvania
$52K +$25.3K +276 +101%
BCWM
389
Bartlett & Co Wealth Management
Ohio
$51.5K +$49.9K +544 New
BC
390
Bartlett & Co
Ohio
$51K +$49.9K +544 New
GIP
391
Granite Investment Partners
California
$49K +$47.4K +516 New
Barclays
392
Barclays
United Kingdom
$48K +$184 +2 +0.4%
UBS AM
393
UBS AM
Illinois
$47.6K +$4.77K +52 +12%
EFSCE
394
Enterprise Financial Services Corp (EFSC)
Missouri
$47K
SWM
395
SeaCrest Wealth Management
New York
$47K
KPCM
396
Kings Point Capital Management
New York
$47K +$918 +10 +2%
Bessemer Group
397
Bessemer Group
New Jersey
$43K
AIA
398
Armor Investment Advisors
North Carolina
$40K
RWA
399
River Wealth Advisors
Pennsylvania
$40K +$38.6K +420 New
CCM
400
Cribstone Capital Management
Maine
$38K

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.