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iShares S&P Small-Cap 600 Growth ETF

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87%69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
401
Advisor Partners
California
$272K
AB
402
Atlas Brown
Kentucky
$271K -$1.82K -14 -0.7%
OIA
403
OneDigital Investment Advisors
Kansas
$267K
WS
404
Wedbush Securities
California
$267K +$5.73K +44 +2%
CFA
405
Cahill Financial Advisors
Minnesota
$264K +$130 +1 +0.1%
BMC
406
Beaton Management Company
Massachusetts
$263K
PP
407
Prosperity Planning
Missouri
$262K -$11.8K -91 -4%
ACA
408
Aptus Capital Advisors
Alabama
$261K +$19.3K +148 +8%
ATIA
409
American Trust Investment Advisors
New Hampshire
$260K -$38.4K -295 -13%
SF
410
Synovus Financial
Georgia
$258K +$29.8K +229 +13%
GRP
411
Global Retirement Partners
California
$256K -$4.29K -33 -2%
IWC
412
Integrated Wealth Concepts
Massachusetts
$255K -$2.47K -19 -1%
FFBTD
413
First Financial Bank - Trust Division
Ohio
$250K -$130 -1 -0.1%
AWE
414
Avidian Wealth Enterprises
Texas
$249K
PA
415
PFG Advisors
Arizona
$248K +$10K +77 +4%
AIP
416
Ameritas Investment Partners
Nebraska
$246K
MWM
417
Mission Wealth Management
California
$245K +$3.64K +28 +2%
SNBOSCI
418
Security National Bank of Sioux City Iowa
Iowa
$244K +$239K +1,838 New
MFW
419
Mosaic Family Wealth
Missouri
$243K -$28.8K -221 -11%
AFAS
420
Acorn Financial Advisory Services
Virginia
$241K
FIM
421
Freedom Investment Management
Connecticut
$241K +$236K +1,814 New
KLI
422
Kelman-Lazarov Inc
Tennessee
$239K
YIH
423
Y-Intercept (HK)
Hong Kong
$239K +$235K +1,805 New
CWM
424
Cahaba Wealth Management
Georgia
$237K +$2.99K +23 +1%
VNA
425
Valley National Advisers
Pennsylvania
$236K

IJT Hedge Fund Activity: Q2 2021 in Review

598 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2021, worth a combined $3.66B — up 5.2% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IJT positions and 30 closed out — a net gain of 18 holders — while 180 added to existing stakes and 199 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $811M. The largest seller was Johnson Midwest Financial, exiting entirely with an estimated $14.9M sold.

  • 598 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $3.66B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 48 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2021 and 30 closed out, a net change of +18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $811M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2021 was Johnson Midwest Financial, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2021.