We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF
IJT

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87% → 69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591 → 598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$811M
2
PL
Polianta Ltd
Jersey
+$13.2M
3
WIA
World Investment Advisors
California
+$11.4M
4
CCFM
Clear Creek Financial Management
Washington
+$8.78M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.43M

Top Sellers

1
JMF
Johnson Midwest Financial
Iowa
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$12.4M
3
Bank of America
Bank of America
North Carolina
-$9.06M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.67M
5
IFA
Interactive Financial Advisors
Illinois
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
Segment Wealth Management
Texas
$212K – – –
HIMC
452
Heritage Investors Management Corp
Maryland
$211K – – –
GWSG
453
GPS Wealth Strategies Group
Colorado
$210K – – –
PL
454
Plancorp LLC
Missouri
$208K +$204K +1,565 New
AP
455
Atwood & Palmer
Missouri
$207K – – –
CT
456
Columbia Trust
Oregon
$207K +$203K +1,561 New
COCM
457
Charter Oak Capital Management
New Hampshire
$205K – – –
FNBTCON
458
First National Bank & Trust Co of Newtown
Pennsylvania
$204K +$200K +1,538 New
SPP
459
Single Point Partners
Massachusetts
$203K – – –
SC
460
Savant Capital
Illinois
$202K +$199K +1,526 New
VC
461
Vicus Capital
Pennsylvania
$200K +$197K +1,510 New
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K +$195K +1,500 New
SWA
463
Sutton Wealth Advisors
Florida
$187K -$521 -4 -0.3%
CTB
464
Country Trust Bank
Illinois
$180K – – –
DSC
465
Duncker Streett & Co
Missouri
$179K – – –
CFO
466
CVA Family Office
Colorado
$170K – – –
IRAG
467
Investment Research & Advisory Group
Georgia
$166K -$6.25K -48 -4%
OIA
468
Optimum Investment Advisors
Illinois
$164K – – –
DI
469
Disciplined Investments
Oklahoma
$156K – – –
RFWA
470
RPg Family Wealth Advisory
Massachusetts
$156K +$153K +1,176 New
IFAM
471
Institutional & Family Asset Management
Colorado
$155K – – –
BMD
472
Better Money Decisions
New Mexico
$151K +$260 +2 +0.2%
EWM
473
Evermay Wealth Management
Virginia
$146K +$143K +1,100 New
JGIA
474
Jackson Grant Investment Advisers
Connecticut
$144K +$130 +1 +0.1%
PIP
475
Peachtree Investment Partners
Florida
$140K +$260 +2 +0.2%
17 18
19
20 21

IJT Hedge Fund Activity: Q2 2021 in Review

598 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2021, worth a combined $3.66B — up 5.2% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IJT positions and 30 closed out — a net gain of 18 holders — while 180 added to existing stakes and 199 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $811M. The largest seller was Johnson Midwest Financial, exiting entirely with an estimated $14.9M sold.

  • 598 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $3.66B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 48 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2021 and 30 closed out, a net change of +18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $811M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2021 was Johnson Midwest Financial, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2021.