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iShares S&P Small-Cap 600 Growth ETF

714 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 42 funds opening new positions, 207 increasing their positions, 261 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,022% more call options, than puts

Call options by funds: $573K | Put options by funds: $27K

0.43% more ownership

Funds ownership: 59.22%59.65% (+0.43%)

5% less funds holding

Funds holding: 752714 (-38)

9% less capital invested

Capital invested by funds: $3.83B → $3.47B (-$357M)

21% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 261

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

39% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 69

Holders
714
Holders Change
-38
Holders Change %
-5.05%
% of All Funds
9.57%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
42
Increased
207
Reduced
261
Closed
69
Calls
$573K
Puts
$27K
Net Calls
+$546K
Net Calls Change
-$699K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$23.9M -$307K -2,292 -1%
SDWMA
27
Schneider Downs Wealth Management Advisors
Pennsylvania
$23.3M +$3.2M +23,937 +15%
AAS
28
Avantax Advisory Services
Texas
$21.6M +$636K +4,758 +3%
HWA
29
Heartwood Wealth Advisors
Virginia
$20.7M -$862K -6,446 -4%
GIA
30
GHP Investment Advisors
Colorado
$20.1M -$323K -2,412 -1%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$19.8M +$2.56M +19,134 +14%
Mariner
32
Mariner
Kansas
$19.8M -$1.24M -9,247 -6%
Osaic Holdings
33
Osaic Holdings
Arizona
$19.7M +$3.42M +25,601 +19%
FWP
34
Falcon Wealth Planning
California
$19.4M -$10.2M -76,252 -33%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$18.8M +$331K +2,477 +2%
UCFA
36
United Capital Financial Advisors
Texas
$18.4M -$538K -4,026 -3%
Stifel Financial
37
Stifel Financial
Missouri
$18.3M -$1.45M -10,868 -7%
PFPT
38
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.8M +$1.16M +8,701 +7%
Truist Financial
39
Truist Financial
North Carolina
$15.6M -$3.88M -29,018 -19%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$15.3M +$353K +2,637 +2%
SFP
41
Sterling Financial Planning
New Jersey
$14.7M +$743K +5,558 +5%
BWFA
42
Baltimore-Washington Financial Advisors
Maryland
$14.1M -$11.5K -86 -0.1%
Corient Private Wealth
43
Corient Private Wealth
Florida
$13.8M -$699K -5,229 -5%
PA
44
Probity Advisors
Texas
$12.8M +$417K +3,117 +3%
RFA
45
RTD Financial Advisors
Pennsylvania
$12.7M -$152K -1,138 -1%
Creative Planning
46
Creative Planning
Kansas
$12.6M -$256K -1,911 -2%
MHS
47
M Holdings Securities
Oregon
$12.4M +$614K +4,594 +5%
PHAM
48
Palisades Hudson Asset Management
Florida
$11.9M -$416K -3,110 -3%
TYCC
49
Texas Yale Capital Corp
Florida
$11.9M -$40.1K -300 -0.3%
KeyBank National Association
50
KeyBank National Association
Ohio
$11.8M -$55.5K -415 -0.4%

IJT Hedge Fund Activity: Q1 2025 in Review

714 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2025, worth a combined $3.47B — down 9.3% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of IJT and 42 opened new positions — a net loss of 27 holders — while 261 trimmed existing stakes and 207 added.

The largest buyer was Fidelity Investments, adding an estimated $36.9M. The largest seller was Essential Planning, cutting an estimated $29.7M.

  • 714 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2025, down from 752 in Q4 2024.
  • Funds reported $3.47B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2025, down 9.3% quarter-over-quarter.
  • 42 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2025 and 69 closed out, a net change of -27 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2025 was Fidelity Investments, an estimated $36.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2025 was Essential Planning, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2025.