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iShares S&P Small-Cap 600 Growth ETF

472 hedge funds and large institutions have $2.96B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $3.1B → $2.96B (-$132M)

2% less funds holding

Funds holding: 483472 (-11)

2.97% less ownership

Funds ownership: 112.94%109.97% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
472
Holders Change
-11
Holders Change %
-2.28%
% of All Funds
10.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
41
Increased
144
Reduced
170
Closed
46
Calls
$748K
Puts
Net Calls
+$748K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
476
Goelzer Investment Management
Indiana
-$432K -4,842 Closed
PWS
477
Paragon Wealth Strategies
Florida
-$365K -4,088 Closed
CCB
478
Cutter & Co Brokerage
Missouri
-$357K -3,998 Closed
SEI Investments
479
SEI Investments
Pennsylvania
-$316K -3,570 Closed
Renaissance Technologies
480
Renaissance Technologies
New York
-$303K -3,400 Closed
OC
481
Oppenheimer & Co
New York
-$302K -3,380 Closed
FEM
482
Fulcrum Equity Management
Texas
-$271K -3,040 Closed
KM
483
Kalos Management
Georgia
-$241K -2,702 Closed
BWP
484
Bernardo Wealth Planning
Pennsylvania
-$235K -2,634 Closed
TFS
485
Thoroughbred Financial Services
Tennessee
-$232K -2,600 Closed
CIBC World Market
486
CIBC World Market
Ontario, Canada
-$217K -2,430 Closed
Millennium Management
487
Millennium Management
New York
-$207K -2,324 Closed
PPA
488
Parametric Portfolio Associates
Washington
-$205K -2,302 Closed
PCP
489
Proficio Capital Partners
Massachusetts
-$112K -1,252 Closed
CAM
490
Cresset Asset Management
Illinois
-$104K -1,166 Closed
FMTCOCP
491
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$85K -950 Closed
WAS
492
WESPAC Advisors SoCal
California
-$80K -900 Closed
WTB
493
Washington Trust Bank
Washington
-$78K -880 Closed
GWA
494
Guidant Wealth Advisors
Illinois
-$78K -872 Closed
SWM
495
SeaCrest Wealth Management
New York
-$43K -478 Closed
WA
496
WP Advisors
California
-$352 -394 Closed
BBHC
497
Brown Brothers Harriman & Co
New York
-$31K -346 Closed
AA
498
Advisory Alpha
Michigan
-$30.7K -336 Closed
CT
499
Clearstead Trust
Maine
-$30K -334 Closed
CAGAS
500
Capital Advisory Group Advisory Services
Minnesota
-$29K -328 Closed

IJT Hedge Fund Activity: Q2 2019 in Review

472 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2019, worth a combined $2.96B — down 4.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IJT and 41 opened new positions — a net loss of 5 holders — while 170 trimmed existing stakes and 144 added.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Fidelity Investments, cutting an estimated $31.7M.

  • 472 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2019, down from 483 in Q1 2019.
  • Funds reported $2.96B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 41 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2019 and 46 closed out, a net change of -5 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $10.2M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.