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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
Barclays
401
Barclays
United Kingdom
$41K -$3.21K -36 -7%
EFSCE
402
Enterprise Financial Services Corp (EFSC)
Missouri
$40K
Bessemer Group
403
Bessemer Group
New Jersey
$37K
TNBTD
404
Trustmark National Bank Trust Department
Mississippi
$37K
PG
405
Patten Group
Tennessee
$35K -$17.8K -200 -31%
BBHC
406
Brown Brothers Harriman & Co
New York
$35K +$38.7K +434 New
AIA
407
Armor Investment Advisors
North Carolina
$34K
RWA
408
River Wealth Advisors
Pennsylvania
$34K
CCM
409
Cribstone Capital Management
Maine
$32K
MFBTD
410
MB Financial Bank - Trust Department
Illinois
$32K
WA
411
WealthTrust-Arizona
Arizona
$31K +$178 +2 +0.5%
GT
412
Glenmede Trust
Pennsylvania
$30.5K +$6.69M +75,132 +25%
LNB
413
Ledyard National Bank
$30K
CT
414
Clearstead Trust
Maine
$27K +$20K +224 +204%
FGC
415
Financial Gravity Companies
Texas
$27K +$27.6K +310 New
PB
416
Pinnacle Bancorp
Nebraska
$27K +$30.1K +338 New
BWM
417
Baystate Wealth Management
Massachusetts
$26K +$1.6K +18 +7%
APW
418
Acima Private Wealth
Virginia
$24K +$26.7K +300 New
PWMG
419
Prestige Wealth Management Group
New Jersey
$23K +$25.3K +284 New
SIAP
420
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K
SFSG
421
Stearns Financial Services Group
North Carolina
$21K +$23.3K +262 New
SFSIG
422
San Francisco Sentry Investment Group
California
$20K
BWP
423
Baldwin Wealth Partners
Massachusetts
$19K
EWM
424
Endurance Wealth Management
Rhode Island
$19K
CIAS
425
Capital Investment Advisory Services
North Carolina
$18K +$20K +224 New

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.