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iShares S&P Small-Cap 600 Growth ETF

463 hedge funds and large institutions have $3.35B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

53% more funds holding in top 10

Funds holding in top 10: 1726 (+9)

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $2.74B → $3.35B (+$608M)

20% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 430463 (+33)

3.39% more ownership

Funds ownership: 107.52%110.91% (+3.4%)

Holders
463
Holders Change
+33
Holders Change %
+7.67%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.6%
New
61
Increased
166
Reduced
117
Closed
25
Calls
$1.97M
Puts
$1.64M
Net Calls
+$329K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$17.2M +$222K +2,414 +1%
VFA
27
Voya Financial Advisors
Connecticut
$17M +$642K +6,992 +4%
SPC
28
Sigma Planning Corp
Michigan
$16.2M +$5.36M +58,350 +52%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$16.1M -$36.7K -400 -0.2%
GIA
30
GHP Investment Advisors
Colorado
$16.1M -$164K -1,790 -1%
KeyBank National Association
31
KeyBank National Association
Ohio
$15.8M -$214K -2,326 -1%
NP
32
NorthRock Partners
Minnesota
$15.4M -$154K -1,680 -1%
Citigroup
33
Citigroup
New York
$14.6M +$1.46M +15,954 +11%
UB
34
UMB Bank
Missouri
$14.5M -$244K -2,654 -2%
CFSG
35
Community Financial Services Group
Vermont
$14.1M +$3.04M +33,160 +29%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$13.8M -$620K -6,756 -4%
1IA
37
1834 Investment Advisors
Wisconsin
$13.6M +$250K +2,722 +2%
FAAS
38
First Allied Advisory Services
California
$13.1M +$6.91M +75,292 +120%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$13M +$161K +1,750 +1%
SFI
40
SPC Financial Inc
Maryland
$12.8M -$75.1K -818 -0.6%
OCM
41
One Capital Management
California
$12.3M +$487K +5,306 +4%
LFAS
42
Level Four Advisory Services
Texas
$12.3M +$141K +1,538 +1%
AG
43
Advisor Group
Arizona
$12.3M +$1.6M +17,458 +16%
WF
44
WealthTrust Fairport
Ohio
$12.2M -$524K -5,714 -4%
BPB
45
Badgley, Phelps & Bell
Washington
$12.2M -$120K -1,304 -1%
BCM
46
Brookstone Capital Management
Illinois
$11.7M +$394K +4,296 +4%
CAN
47
Cetera Advisor Networks
California
$11M +$25.9K +282 +0.2%
TYCC
48
Texas Yale Capital Corp
Florida
$10.9M -$301K -3,280 -3%
CIM
49
Confluence Investment Management
Missouri
$10.8M +$1.37M +14,894 +15%
MML Investors Services
50
MML Investors Services
Massachusetts
$10.8M +$2.12M +23,088 +25%

IJT Hedge Fund Activity: Q2 2018 in Review

463 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2018, worth a combined $3.35B — up 22% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IJT positions and 25 closed out — a net gain of 36 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $69.3M. The largest seller was JP Morgan Chase, cutting an estimated $25.8M.

  • 463 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2018, up from 430 in Q1 2018.
  • Funds reported $3.35B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 61 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2018 and 25 closed out, a net change of +36 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2018 was JP Morgan Chase, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2018.