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iShares S&P Small-Cap 600 Growth ETF
IJT

591 hedge funds and large institutions have $3.48B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 211 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $836K | Put options by funds: $205K

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$506M)

7% more funds holding

Funds holding: 553 → 591 (+38)

0.87% less ownership

Funds ownership: 56.74% → 55.87% (-0.87%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 211

Holders
591
Holders Change
+38
Holders Change %
+6.87%
% of All Funds
10.38%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
78
Increased
159
Reduced
211
Closed
34
Calls
$836K
Puts
$205K
Net Calls
+$631K
Net Calls Change
-$278K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$47.5M
2
BFG
Barber Financial Group
Kansas
+$47.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$20.8M
4
PFG
Piershale Financial Group
Illinois
+$17.7M
5
LPL Financial
LPL Financial
California
+$16M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$81.6M
2
M&T Bank
M&T Bank
New York
-$47M
3
IEFM
IQ EQ Fund Management
Ireland
-$24.9M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$13.4M
5
FI
FormulaFolio Investments
Michigan
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
426
Kelman-Lazarov Inc
Tennessee
$231K – – –
PA
427
PFG Advisors
Arizona
$230K – – –
NA
428
NewEdge Advisors
Louisiana
$230K +$228K +1,793 New
VNA
429
Valley National Advisers
Pennsylvania
$228K – – –
CWM
430
Cahaba Wealth Management
Georgia
$227K -$155K -1,221 -41%
SC
431
SouthState Corp
Florida
$226K -$11.2K -88 -5%
PPWM
432
PFG Private Wealth Management
Florida
$226K -$762 -6 -0.3%
BW
433
Bison Wealth
Georgia
$223K – – –
FFW
434
Fusion Family Wealth
New York
$223K – – –
CBT
435
Central Bank & Trust
Kentucky
$222K – – –
GC
436
Garde Capital
Washington
$222K – – –
CCA
437
Clearwater Capital Advisors
Illinois
$221K -$101K -796 -32%
PMFA
438
Plante Moran Financial Advisors
Michigan
$221K +$17.5K +138 +9%
LG
439
LaFleur & Godfrey
Michigan
$221K +$219K +1,722 New
RRWA
440
Rainey & Randall Wealth Advisors
Florida
$221K +$219K +1,724 New
SSW
441
Smith Shellnut Wilson
Mississippi
$220K +$48.8K +384 +29%
DAS
442
Dynamic Advisor Solutions
Arizona
$220K +$218K +1,716 New
SF
443
Synovus Financial
Georgia
$219K -$23.3K -183 -10%
DJYG
444
David J. Yvars Group
Florida
$219K +$216K +1,704 New
IF
445
Intrua Financial
Texas
$218K +$208K +1,641 New
DL
446
DOHJ LLC
Washington
$215K +$213K +1,673 New
SBH
447
Segall Bryant & Hamill
Illinois
$215K +$213K +1,676 New
WANY
448
Wealthspire Advisors (New York)
New York
$214K -$93.8K -738 -31%
ODIJL
449
One Day In July LLC
Vermont
$214K +$212K +1,668 New
BFS
450
Bickling Financial Services
Massachusetts
$214K +$212K +1,672 New
16 17
18
19 20

IJT Hedge Fund Activity: Q1 2021 in Review

591 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2021, worth a combined $3.48B — up 17% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IJT positions and 34 closed out — a net gain of 44 holders — while 159 added to existing stakes and 211 trimmed.

The largest buyer was Wells Fargo, adding an estimated $47.5M. The largest seller was Stifel Financial, cutting an estimated $81.6M.

  • 591 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2021, up from 553 in Q4 2020.
  • Funds reported $3.48B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 78 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2021 and 34 closed out, a net change of +44 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2021 was Wells Fargo, an estimated $47.5M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2021 was Stifel Financial, an estimated $81.6M sold.

Based on aggregated 13F filings for Q1 2021.