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iShares S&P Small-Cap 600 Growth ETF

468 hedge funds and large institutions have $2.88B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 153 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 110.21%110.73% (+0.53%)

0% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 153

5% less funds holding

Funds holding: 492468 (-24)

25% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 84

28% less capital invested

Capital invested by funds: $3.98B → $2.88B (-$1.1B)

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

Holders
468
Holders Change
-24
Holders Change %
-4.88%
% of All Funds
10.43%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.38%
New
63
Increased
153
Reduced
153
Closed
84
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
476
Polianta Ltd
Jersey
-$6.46M -64,000 Closed
DWA
477
Dorsey Wright & Associates
California
-$5.01M -49,644 Closed
AI
478
Atria Investments
North Carolina
-$4.68M -46,390 Closed
MC
479
Mathes Company
New York
-$2.81M -27,880 Closed
CMO
480
Covenant Multifamily Offices
Texas
-$2.42M -24,020 Closed
UR
481
USCA RIA
Texas
-$2.39M -23,730 Closed
PCM
482
Penserra Capital Management
California
-$2.34M -23,228 Closed
WA
483
WESPAC Advisors
California
-$1.3M -12,930 Closed
TPWA
484
TRUE Private Wealth Advisors
Oregon
-$797K -7,892 Closed
PWM
485
Perigon Wealth Management
California
-$760K -7,526 Closed
CA
486
Cumberland Advisors
Florida
-$718K -7,120 Closed
CAS
487
Cue Advisory Services
Arizona
-$689K -6,832 Closed
RCAG
488
Rehmann Capital Advisory Group
Michigan
-$649K -6,428 Closed
FLII
489
First Long Island Investors
New York
-$585K -5,802 Closed
OC
490
Oppenheimer & Co
New York
-$563K -5,578 Closed
AA
491
Advisory Alpha
Michigan
-$442K -5,108 Closed
Manulife (Manufacturers Life Insurance)
492
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$500K -4,962 Closed
VCM
493
Virtue Capital Management
Tennessee
-$500K -4,952 Closed
PFS
494
Prospera Financial Services
Texas
-$468K -4,872 Closed
AI
495
Accredited Investors
Minnesota
-$482K -4,782 Closed
NFC
496
Northeast Financial Consultants
Connecticut
-$389K -3,860 Closed
HIC
497
Holderness Investments Company
North Carolina
-$378K -3,752 Closed
EWF
498
Epstein & White Financial
California
-$351K -3,536 Closed
Deutsche Bank
499
Deutsche Bank
Germany
-$319K -3,164 Closed
EWM
500
Empirical Wealth Management
Washington
-$305K -3,020 Closed

IJT Hedge Fund Activity: Q4 2018 in Review

468 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2018, worth a combined $2.88B — down 28% from $3.98B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IJT and 63 opened new positions — a net loss of 21 holders — while 153 trimmed existing stakes and 153 added.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Wells Fargo, cutting an estimated $69.3M.

  • 468 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2018, down from 492 in Q3 2018.
  • Funds reported $2.88B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2018, down 28% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2018 and 84 closed out, a net change of -21 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2018 was Fidelity Investments, an estimated $41.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2018 was Wells Fargo, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2018.