IJT icon

iShares S&P Small-Cap 600 Growth ETF
IJT

Overview Fund Activity

708 hedge funds and large institutions have $3.47B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 206 increasing their positions, 259 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-40
Holders Change %
-5.35%
% of All Funds
9.62%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
41
Increased
206
Reduced
259
Closed
69
Calls
$573K
Puts
$27K
Net Calls
+$546K
Net Calls Change
-$699K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.3M
2
Bank of America
Bank of America
North Carolina
+$18.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.9M
4
Morgan Stanley
Morgan Stanley
New York
+$10.3M
5
PFS
Prospera Financial Services
Texas
+$7.86M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$27.7M
2
WIA
World Investment Advisors
California
-$16.2M
3
M
MATAURO
New York
-$11M
4
FWP
Falcon Wealth Planning
California
-$9.49M
5
SWA
Stratos Wealth Advisors
Ohio
-$8.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
451
HBK Sorce Advisory
Pennsylvania
$292K – – –
YIA
452
YHB Investment Advisors
Connecticut
$292K – – –
PP
453
Prosperity Planning
Missouri
$291K +$1.12K +9 +0.4%
SPC
454
Spirepoint Private Client
Florida
$291K – – –
BHBT
455
Burke & Herbert Bank & Trust
Virginia
$290K – – –
WA
456
WealthTrust Axiom
Pennsylvania
$289K – – –
CAM
457
Cozad Asset Management
Illinois
$289K +$90.3K +725 +45%
TCOV
458
Trust Company of Vermont
Vermont
$288K +$45.6K +366 +19%
RRWA
459
Rainey & Randall Wealth Advisors
Florida
$287K – – –
LG
460
LaFleur & Godfrey
Michigan
$286K – – –
ACA
461
Ackerman Capital Advisors
Texas
$286K – – –
PWAM
462
Private Wealth Asset Management
Iowa
$285K +$285K +2,290 New
HWA
463
Heritage Wealth Advisors
Virginia
$285K – – –
CQWA
464
Chokshi & Queen Wealth Advisors
California
$285K +$2.99K +24 +1%
B
465
Bensler
Washington
$284K -$747 -6 -0.3%
Fisher Asset Management
466
Fisher Asset Management
Washington
$284K +$284K +2,277 New
AG
467
Ascent Group
Virginia
$283K +$283K +2,275 New
PWMAG
468
Pinnacle Wealth Management Advisory Group
New Jersey
$282K – – –
SNB
469
Security National Bank
Nebraska
$282K – – –
PCMC
470
Paragon Capital Management (Colorado)
Colorado
$282K -$2.49K -20 -0.9%
EL
471
Essex LLC
Illinois
$281K – – –
SWP
472
ShoreHaven Wealth Partners
New Jersey
$281K -$14.6K -117 -5%
AF
473
Apollon Financial
South Carolina
$280K – – –
EBA
474
Eagle Bay Advisors
New York
$280K +$38.3K +308 +16%
CFGA
475
Cambridge Financial Group (Arizona)
Arizona
$280K +$19.4K +156 +7%
17 18
19
20 21