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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
AOWM
451
Alpha Omega Wealth Management
Virginia
$7K
YWP
452
YorkBridge Wealth Partners
New York
$7K
RP
453
Rice Partnership
Hawaii
$7K +$6.83K +76 New
WCG
454
Weaver Consulting Group
California
$5K -$71.9K -800 -94%
SBL
455
Sargent Bickham Lagudis
Colorado
$5K -$51.8K -576 -91%
CFA
456
Carroll Financial Associates
North Carolina
$5K -$48.4K -538 -90%
BAMG
457
Brand Asset Management Group
Missouri
$5K
FFW
458
Fusion Family Wealth
New York
$5K
JFGIW
459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
LWA
460
Lowe Wealth Advisors
Maryland
$5K
RFA
461
Reilly Financial Advisors
California
$5K
AIC
462
Archer Investment Corporation
Indiana
$4K
LWM
463
Liberty Wealth Management
California
$4K
ME
464
McIlrath & Eck
Washington
$4K
PK
465
Pflug Koory
Nebraska
$3K
JPLA
466
Joseph P. Lucia & Associates
New York
$2K -$392K -4,358 -99%
EWM
467
Executive Wealth Management
Michigan
$2K
KCPG
468
Kavar Capital Partners Group
Kansas
$1K +$1.26K +14 New
TCOV
469
Trust Company of Vermont
Vermont
$1K +$1.44K +16 New
ACA
470
Ackerman Capital Advisors
Texas
$210
CPIA
471
Cornell Pochily Investment Advisors
New York
$204 -$5.39K -60 -3%
FAM
472
Formidable Asset Management
Ohio
-$29.5M -555,844 Closed
CWM
473
Capital Wealth Management
Rhode Island
-$1.92M -21,480 Closed
RBFC
474
Roman Butler Fullerton & Co
Missouri
-$574K -6,430 Closed
PAS
475
Park Avenue Securities
New York
-$510K -5,660 Closed

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.