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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
CPC
451
Consolidated Planning Corp
Georgia
$211K +$209K +1,648 New
FMBTD
452
First Midwest Bank Trust Division
Illinois
$210K +$208K +1,638 New
HIMC
453
Heritage Investors Management Corp
Maryland
$205K +$203K +1,600 New
SWM
454
Segment Wealth Management
Texas
$205K +$203K +1,600 New
GWSG
455
GPS Wealth Strategies Group
Colorado
$202K +$201K +1,581 New
AP
456
Atwood & Palmer
Missouri
$200K -$1.27K -10 -0.6%
SPP
457
Single Point Partners
Massachusetts
$200K +$195K +1,532 New
COCM
458
Charter Oak Capital Management
New Hampshire
$198K +$127 +1 +0.1%
RBC
459
Roble Belko & Company
Pennsylvania
$182K – – –
SWA
460
Sutton Wealth Advisors
Florida
$182K – – –
AIC
461
Ameritas Investment Company
Nebraska
$179K -$585K -4,605 -77%
CTB
462
Country Trust Bank
Illinois
$174K – – –
DSC
463
Duncker Streett & Co
Missouri
$173K – – –
FP
464
Financial Perspectives
Minnesota
$173K +$2.8M +22,039 +12,739%
CFD
465
Creative Financial Designs
Indiana
$172K -$254 -2 -0.1%
IRAG
466
Investment Research & Advisory Group
Georgia
$167K – – –
CFO
467
CVA Family Office
Colorado
$164K +$55.1K +434 +51%
OIA
468
Optimum Investment Advisors
Illinois
$159K – – –
DI
469
Disciplined Investments
Oklahoma
$151K – – –
IFAM
470
Institutional & Family Asset Management
Colorado
$150K – – –
BMD
471
Better Money Decisions
New Mexico
$146K +$144K +1,135 New
JGIA
472
Jackson Grant Investment Advisers
Connecticut
$139K +$127 +1 +0.1%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$136K +$134K +1,057 New
SFMG
474
Sage Financial Management Group
Virginia
$136K +$134K +1,058 New
CFA
475
Carroll Financial Associates
North Carolina
$135K -$61.6K -485 -31%
17 18
19
20 21

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.