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iShares S&P Small-Cap 600 Growth ETF
IJT

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: 468 → 483 (+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: 17 → 17 (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

Top Buyers

1
FAM
Formidable Asset Management
Ohio
+$49.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.6M
3
WIA
World Investment Advisors
California
+$14.4M
4
UBS Group
UBS Group
Switzerland
+$13.6M
5
TYCC
Texas Yale Capital Corp
Florida
+$10.2M

Top Sellers

1
LPL Financial
LPL Financial
California
-$24.4M
2
Morgan Stanley
Morgan Stanley
New York
-$19.5M
3
Wells Fargo
Wells Fargo
California
-$17.5M
4
Stifel Financial
Stifel Financial
Missouri
-$13.4M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
I
501
IberiaBank
Louisiana
– -$443K -5,490 Closed
CGA
502
Crescent Grove Advisors
Illinois
– -$336K -4,164 Closed
AWM
503
AE Wealth Management
Kansas
– -$310K -3,842 Closed
DWT
504
Dorsey & Whitney Trust
South Dakota
– -$309K -3,830 Closed
SMG
505
Smart Money Group
Texas
– -$239K -2,962 Closed
BRWM
506
B. Riley Wealth Management
Tennessee
– -$212K -2,628 Closed
HR
507
Hayden Royal
North Carolina
– -$208K -2,584 Closed
ClearBridge Investments
508
ClearBridge Investments
New York
– -$120K -1,492 Closed
BOPW
509
Brandywine Oak Private Wealth
Pennsylvania
– -$116K -1,446 Closed
DWM
510
Doyle Wealth Management
Florida
– -$51K -628 Closed
CC
511
Claybrook Capital
Massachusetts
– -$46K -574 Closed
WDL
512
Well Done LLC
Michigan
– -$46K -574 Closed
JA
513
JOYN Advisors
Georgia
– -$45K -562 Closed
PG
514
Patten Group
Tennessee
– -$35K -436 Closed
RWA
515
River Wealth Advisors
Pennsylvania
– -$34K -420 Closed
MFBTD
516
MB Financial Bank - Trust Department
Illinois
– -$32K -400 Closed
LNB
517
Ledyard National Bank
– -$30K -370 Closed
SFSG
518
Stearns Financial Services Group
North Carolina
– -$21K -262 Closed
CAW
519
Cornerstone Advisors (Washington)
Washington
– -$8K -100 Closed
Chevy Chase Trust
520
Chevy Chase Trust
Maryland
– -$5K -60 Closed
RFM
521
Royal Fund Management
Florida
– -$4K -50 Closed
SWP
522
Strategic Wealth Partners
Ohio
– -$3K -34 Closed
MOS
523
MGO One Seven
Ohio
– -$2K -26 Closed
PWM
524
PRW Wealth Management
Massachusetts
– -$2K -22 Closed
FGAM
525
Financial Gravity Asset Management
Texas
– +$177 +2 New
17 18 19 20
21

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.