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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
ECM
401
Exchange Capital Management
Michigan
$38K
WA
402
WP Advisors
California
$37K +$35.8K +390 New
S
403
SignatureFD
Georgia
$36K +$7.89K +86 +29%
LNB
404
Ledyard National Bank
$35K
CA
405
Crewe Advisors
Utah
$34K +$33K +360 New
AssetMark Inc
406
AssetMark Inc
California
$33K -$1.47K -16 -4%
FGAM
407
Financial Gravity Asset Management
Texas
$30K -$184 -2 -0.7%
BWA
408
Burt Wealth Advisors
Maryland
$30K
DWA
409
Divergent Wealth Advisors
Utah
$29K
GBBWRPM
410
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$29K
BWM
411
Baystate Wealth Management
Massachusetts
$26K
GTAM
412
Global Trust Asset Management
Florida
$25K
SIAP
413
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K
SFSIG
414
San Francisco Sentry Investment Group
California
$24K
EWM
415
Endurance Wealth Management
Rhode Island
$23K
BWP
416
Baldwin Wealth Partners
Massachusetts
$22K
TL
417
TrueWealth LLC
Georgia
$22K +$21.7K +236 New
JA
418
JOYN Advisors
Georgia
$21K +$16.5K +180 +474%
FCB
419
First Command Bank
Texas
$20K +$5.51K +60 +39%
FCFS
420
First Command Financial Services
Texas
$20K +$5.51K +60 +39%
BWM
421
BerganKDV Wealth Management
Minnesota
$20K +$19.1K +208 New
RPG
422
Risk Paradigm Group
Texas
$19.3K -$221K -2,404 -92%
WA
423
WealthTrust-Arizona
Arizona
$19K +$16.3K +178 +636%
MCM
424
Mainstay Capital Management
Michigan
$19K +$18.4K +200 New
JWA
425
JFS Wealth Advisors
Pennsylvania
$18K

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.