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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
JWA
426
JFS Wealth Advisors
Pennsylvania
$17K -$4.99K -56 -21%
FCB
427
First Command Bank
Texas
$17K
FCFS
428
First Command Financial Services
Texas
$17K
GTAM
429
Global Trust Asset Management
Florida
$17K
KL
430
KWMG LLC
Kansas
$17K
BWM
431
BerganKDV Wealth Management
Minnesota
$17K +$356 +4 +2%
RPG
432
Risk Paradigm Group
Texas
$16.5K
BCI
433
Brinker Capital Investments
Pennsylvania
$16K -$6.24K -70 -26%
DWM
434
Destination Wealth Management
California
$15K
WAM
435
Watermark Asset Management
California
$15K
ESB
436
Essex Savings Bank
Connecticut
$15K +$16.9K +190 New
CB
437
CNB Bank
Pennsylvania
$14K
UB
438
UMB Bank
Missouri
$13.5K +$1.3M +14,596 +10%
TIM
439
Tortoise Investment Management
New York
$13K
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$12.3K
TVWM
441
Tower View Wealth Management
Wisconsin
$12K
PA
442
Parallel Advisors
California
$10K
DAM
443
Delta Asset Management
Tennessee
$9K
SFG
444
SevenBridge Financial Group
Pennsylvania
$9K
EWM
445
Executive Wealth Management
Michigan
$9K +$9.44K +106 New
TL
446
TrueWealth LLC
Georgia
$8K -$12.5K -140 -59%
CAW
447
Cornerstone Advisors (Washington)
Washington
$8K
GI
448
Gradient Investments
Minnesota
$8K
SMFS
449
Squar Milner Financial Services
California
$8K
LDFR
450
Lehman & Derafelo Financial Resources
Pennsylvania
$8K +$8.55K +96 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.