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iShares S&P Small-Cap 600 Growth ETF

472 hedge funds and large institutions have $2.96B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $3.1B → $2.96B (-$132M)

2% less funds holding

Funds holding: 483472 (-11)

2.97% less ownership

Funds ownership: 112.94%109.97% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
472
Holders Change
-11
Holders Change %
-2.28%
% of All Funds
10.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
41
Increased
144
Reduced
170
Closed
46
Calls
$748K
Puts
Net Calls
+$748K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
426
Capital Investment Advisory Services
North Carolina
$20K
FCB
427
First Command Bank
Texas
$19K
FCFS
428
First Command Financial Services
Texas
$19K
GTAM
429
Global Trust Asset Management
Florida
$19K
JWA
430
JFS Wealth Advisors
Pennsylvania
$19K
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$17K -$2.7K -30 -14%
FNB
432
Farmers National Bank
Kentucky
$17K +$8.27K +92 +100%
TPWA
433
TRUE Private Wealth Advisors
Oregon
$17K +$17.4K +194 New
CB
434
CNB Bank
Pennsylvania
$16K
CFB
435
Cullen/Frost Bankers
Texas
$16K
TIM
436
Tortoise Investment Management
New York
$15K
TVWM
437
Tower View Wealth Management
Wisconsin
$14K
UB
438
UMB Bank
Missouri
$13.7K -$1.1M -12,200 -7%
RIA
439
Realta Investment Advisors
Delaware
$12K +$11.9K +132 New
LWM
440
Lenox Wealth Management
Ohio
$10K -$94K -1,046 -90%
DAM
441
Delta Asset Management
Tennessee
$10K
LPWM
442
Lake Point Wealth Management
Texas
$10K
SFG
443
SevenBridge Financial Group
Pennsylvania
$10K
GI
444
Gradient Investments
Minnesota
$9K
LDFR
445
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
SMFS
446
Squar Milner Financial Services
California
$9K
TL
447
TrueWealth LLC
Georgia
$9K
AAP
448
Arax Advisory Partners
Colorado
$8K +$8.27K +92 New
VCM
449
Versant Capital Management
Arizona
$8K +$8.45K +94 New
BWM
450
BerganKDV Wealth Management
Minnesota
$7K -$12.2K -136 -64%

IJT Hedge Fund Activity: Q2 2019 in Review

472 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2019, worth a combined $2.96B — down 4.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IJT and 41 opened new positions — a net loss of 5 holders — while 170 trimmed existing stakes and 144 added.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Fidelity Investments, cutting an estimated $31.7M.

  • 472 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2019, down from 483 in Q1 2019.
  • Funds reported $2.96B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 41 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2019 and 46 closed out, a net change of -5 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $10.2M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.