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iShares S&P Small-Cap 600 Growth ETF

483 hedge funds and large institutions have $3.1B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 135 increasing their positions, 176 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $2.88B → $3.1B (+$216M)

3% more funds holding

Funds holding: 468483 (+15)

2.2% more ownership

Funds ownership: 110.73%112.94% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

23% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 176

Holders
483
Holders Change
+15
Holders Change %
+3.21%
% of All Funds
10.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
63
Increased
135
Reduced
176
Closed
40
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$16.6M -$7.46M -84,368 -31%
NP
27
NorthRock Partners
Minnesota
$16.4M +$632K +7,150 +4%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$16.1M -$10.6K -120 -0.1%
GIA
29
GHP Investment Advisors
Colorado
$14.6M -$512K -5,790 -3%
UB
30
UMB Bank
Missouri
$14.5M -$379K -4,284 -3%
WIA
31
World Investment Advisors
California
$14.5M +$14.4M +162,526 New
RJA
32
Raymond James & Associates
Florida
$13.9M -$4.53M -51,218 -25%
CFSG
33
Community Financial Services Group
Vermont
$13.6M -$14.5K -164 -0.1%
KeyBank National Association
34
KeyBank National Association
Ohio
$13.2M -$2.54M -28,766 -16%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$13.1M +$14.1K +160 +0.1%
CA
36
Centerpoint Advisors
Massachusetts
$12.8M +$2.21M +24,984 +21%
AG
37
Advisor Group
Arizona
$12.8M -$11M -124,934 -47%
1IA
38
1834 Investment Advisors
Wisconsin
$12.8M -$63.6K -720 -0.5%
SFI
39
SPC Financial Inc
Maryland
$12.4M +$164K +1,856 +1%
OCM
40
One Capital Management
California
$12.3M +$822K +9,298 +7%
BPB
41
Badgley, Phelps & Bell
Washington
$12M +$582K +6,584 +5%
WF
42
WealthTrust Fairport
Ohio
$11.6M +$97.4K +1,102 +0.9%
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.6M -$1.01M -11,402 -8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$11.4M -$232K -2,626 -2%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$11.3M -$1.05M -11,886 -9%
CAN
46
Cetera Advisor Networks
California
$10.2M -$750K -8,490 -7%
MML Investors Services
47
MML Investors Services
Massachusetts
$10.2M -$127K -1,432 -1%
CG
48
Colony Group
Massachusetts
$9.6M -$85.5K -968 -0.9%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$9.55M -$139K -1,572 -1%
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$9.54M +$58.7K +664 +0.6%

IJT Hedge Fund Activity: Q1 2019 in Review

483 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2019, worth a combined $3.1B — up 7.5% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJT positions and 40 closed out — a net gain of 23 holders — while 135 added to existing stakes and 176 trimmed.

The largest buyer was Formidable Asset Management, opening a new position worth an estimated $49.1M. The largest seller was LPL Financial, cutting an estimated $24.4M.

  • 483 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2019, up from 468 in Q4 2018.
  • Funds reported $3.1B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2019, up 7.5% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2019 and 40 closed out, a net change of +23 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2019 was Formidable Asset Management, an estimated $49.1M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2019 was LPL Financial, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2019.