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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
WTB
376
Washington Trust Bank
Washington
$68K -$1.78K -20 -2%
SMG
377
Spectrum Management Group
Indiana
$68K
FIB
378
First Interstate Bank
Montana
$65K
SWM
379
SeaCrest Wealth Management
New York
$65K +$178 +2 +0.2%
S
380
SignatureFD
Georgia
$62K +$44.4K +498 +183%
QCG
381
Quadrant Capital Group
Ohio
$60K
LC
382
Lindbrook Capital
California
$60K +$66.6K +748 New
CWA
383
Clarus Wealth Advisors
Arizona
$57K +$178 +2 +0.3%
IC
384
Inscription Capital
Texas
$57K +$63.4K +712 New
PFBT
385
Parkside Financial Bank & Trust
Missouri
$56K +$62.2K +698 New
ONST
386
Old North State Trust
North Carolina
$54K
UBS AM
387
UBS AM
Illinois
$53.7K +$14.4K +162 +32%
BWL
388
Bogart Wealth LLC
Virginia
$53K
PFGIA
389
Patriot Financial Group Insurance Agency
Massachusetts
$51K
BlackRock
390
BlackRock
New York
$51K +$2.14K +24 +4%
SBL
391
Sargent Bickham Lagudis
Colorado
$51K +$51.3K +576 +1,067%
DWM
392
Doyle Wealth Management
Florida
$51K +$55.9K +628 New
PCTC
393
Perkins Coie Trust Company
Washington
$50K
OC
394
Oakworth Capital
Alabama
$49K -$11.6K -130 -18%
CFA
395
Carroll Financial Associates
North Carolina
$49K
NSB
396
Norway Savings Bank
Maine
$48K
CC
397
Claybrook Capital
Massachusetts
$46K +$51.1K +574 New
WDL
398
Well Done LLC
Michigan
$46K +$51.1K +574 New
JA
399
JOYN Advisors
Georgia
$45K +$30.6K +344 +158%
WCM
400
Whitener Capital Management
North Carolina
$43K

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.