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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
IA
376
IndexIQ Advisors
New York
$302K +$122K +957 +69%
BPA
377
Beacon Pointe Advisors
California
$301K +$18.4K +145 +7%
IIC
378
Ironwood Investment Counsel
Arizona
$301K +$299K +2,352 New
CCT
379
Capital City Trust
Florida
$300K +$16.8K +132 +6%
Bank of Montreal
380
Bank of Montreal
Ontario, Canada
$298K -$538K -4,236 -65%
BBNA
381
Bremer Bank National Association
Minnesota
$298K -$14.7K -116 -5%
MFG
382
Merit Financial Group
Georgia
$298K -$8.39K -66 -3%
IAN
383
Integrated Advisors Network
Texas
$298K +$295K +2,322 New
AFP
384
Ausdal Financial Partners
Iowa
$297K – – –
WA
385
WealthTrust Axiom
Pennsylvania
$297K – – –
KA
386
Kovack Advisors
Florida
$296K +$254 +2 +0.1%
SWA
387
Stratos Wealth Advisors
Ohio
$296K +$294K +2,312 New
ACA
388
Ackerman Capital Advisors
Texas
$295K – – –
BlackRock
389
BlackRock
New York
$291K -$15.5K -122 -5%
KPW
390
Kore Private Wealth
New York
$291K – – –
MHS
391
M Holdings Securities
Oregon
$291K +$288K +2,268 New
FPS
392
Fieldpoint Private Securities
Connecticut
$289K -$6.86K -54 -2%
ATIA
393
American Trust Investment Advisors
New Hampshire
$289K +$635 +5 +0.2%
BO
394
BRR OpCo
Ohio
$283K -$12.5K -98 -4%
DC
395
Davenport & Co
Virginia
$282K -$127K -1,000 -31%
PTB
396
Pioneer Trust Bank
Oregon
$282K – – –
FNBT
397
FineMark National Bank & Trust
Florida
$282K +$23K +181 +9%
TNB
398
TCF National Bank
South Dakota
$280K -$43.2K -340 -13%
ACM
399
AlphaStar Capital Management
North Carolina
$278K – – –
BJL
400
Brighton Jones LLC
Washington
$274K +$23.1K +182 +9%
14 15
16
17 18

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.