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iShares S&P Small-Cap 600 Growth ETF
IJT

591 hedge funds and large institutions have $3.48B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 211 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $836K | Put options by funds: $205K

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$506M)

7% more funds holding

Funds holding: 553 → 591 (+38)

0.87% less ownership

Funds ownership: 56.74% → 55.87% (-0.87%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 211

Holders
591
Holders Change
+38
Holders Change %
+6.87%
% of All Funds
10.38%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
78
Increased
159
Reduced
211
Closed
34
Calls
$836K
Puts
$205K
Net Calls
+$631K
Net Calls Change
-$278K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$47.5M
2
BFG
Barber Financial Group
Kansas
+$47.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$20.8M
4
PFG
Piershale Financial Group
Illinois
+$17.7M
5
LPL Financial
LPL Financial
California
+$16M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$81.6M
2
M&T Bank
M&T Bank
New York
-$47M
3
IEFM
IQ EQ Fund Management
Ireland
-$24.9M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$13.4M
5
FI
FormulaFolio Investments
Michigan
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
476
Peachtree Investment Partners
Florida
$135K +$30.5K +240 +30%
CTC
477
Central Trust Company
Missouri
$134K – – –
RDFA
478
Ritter Daniher Financial Advisory
Ohio
$132K -$66.8K -526 -34%
HWA
479
Heritage Wealth Advisors
Virginia
$128K – – –
LWANC
480
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K +$4.57K +36 +4%
SSB
481
Sandy Spring Bank
Maryland
$121K -$2.29K -18 -2%
CG
482
Cutler Group
California
$115K +$114K +900 New
BCA
483
Berman Capital Advisors
Georgia
$114K +$127 +1 +0.1%
TCOV
484
Trust Company of Vermont
Vermont
$113K -$1.27K -10 -1%
S
485
SignatureFD
Georgia
$112K -$3.3K -26 -3%
MIM
486
Macroview Investment Management
Maryland
$111K +$6.61K +52 +6%
SMG
487
Spectrum Management Group
Indiana
$108K – – –
QCG
488
Quadrant Capital Group
Ohio
$107K – – –
LCM
489
Logan Capital Management
Pennsylvania
$105K +$104K +822 New
GAM
490
Gemmer Asset Management
California
$104K – – –
SWM
491
Spire Wealth Management
Virginia
$101K +$100K +787 New
AF
492
Allworth Financial
California
$97K +$75K +590 +347%
LC
493
Lindbrook Capital
California
$96K – – –
RIM
494
Rockbridge Investment Management
New York
$86K – – –
FF
495
FourThought Financial
Florida
$84K +$44.6K +351 +114%
BWL
496
Bogart Wealth LLC
Virginia
$82K – – –
WCAMG
497
Woodard & Company Asset Management Group
North Carolina
$82K – – –
FPW
498
Flagship Private Wealth
Massachusetts
$81.1K – – –
CFB
499
Cullen/Frost Bankers
Texas
$80K -$4.32K -34 -5%
PO
500
Private Ocean
California
$80K – – –
18 19
20
21 22

IJT Hedge Fund Activity: Q1 2021 in Review

591 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2021, worth a combined $3.48B — up 17% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IJT positions and 34 closed out — a net gain of 44 holders — while 159 added to existing stakes and 211 trimmed.

The largest buyer was Wells Fargo, adding an estimated $47.5M. The largest seller was Stifel Financial, cutting an estimated $81.6M.

  • 591 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2021, up from 553 in Q4 2020.
  • Funds reported $3.48B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 78 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2021 and 34 closed out, a net change of +44 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2021 was Wells Fargo, an estimated $47.5M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2021 was Stifel Financial, an estimated $81.6M sold.

Based on aggregated 13F filings for Q1 2021.