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iShares S&P Small-Cap 600 Growth ETF

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87%69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
501
Old North State Trust
North Carolina
$75K
BA
502
Ballast Advisors
Minnesota
$73K
SWM
503
Spire Wealth Management
Virginia
$72K -$32K -246 -31%
CIA
504
Choate Investment Advisors
Massachusetts
$71K +$44.8K +344 +181%
GIP
505
Granite Investment Partners
California
$70K
PB
506
Pinnacle Bancorp
Nebraska
$68K
CDIA
507
Capital Directions Investment Advisors
Georgia
$67K +$65.3K +502 New
RG
508
Retirement Group
California
$66K -$10.7K -82 -14%
DWMG
509
DB Wealth Management Group
California
$66K
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$66K
BFEC
511
Benjamin F. Edwards & Company
Missouri
$64K
WWM
512
Wolff Wiese Magana
California
$63K
MFT
513
Moisand Fitzgerald Tamayo
Florida
$61K
BWP
514
Baldwin Wealth Partners
Massachusetts
$61K +$42.3K +325 +236%
FPB
515
First PREMIER Bank
South Dakota
$60K
SIC
516
Salem Investment Counselors
North Carolina
$58K
AIA
517
Armor Investment Advisors
North Carolina
$56K
AIC
518
Archer Investment Corporation
Indiana
$55.2K
SQA
519
Simon Quick Advisors
New Jersey
$54K
TFGT
520
TS Financial Group (TSFG)
Illinois
$53K
IFA
521
Interactive Financial Advisors
Illinois
$51K -$6.56M -50,434 -99%
LC
522
Lindbrook Capital
California
$50K -$48.7K -374 -50%
MPCG
523
Matrix Private Capital Group
New York
$47K -$4.42K -34 -9%
APWA
524
Atlas Private Wealth Advisors
New Jersey
$46K -$6.51K -50 -13%
SIAP
525
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K

IJT Hedge Fund Activity: Q2 2021 in Review

598 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2021, worth a combined $3.66B — up 5.2% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IJT positions and 30 closed out — a net gain of 18 holders — while 180 added to existing stakes and 199 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $811M. The largest seller was Johnson Midwest Financial, exiting entirely with an estimated $14.9M sold.

  • 598 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $3.66B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 48 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2021 and 30 closed out, a net change of +18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $811M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2021 was Johnson Midwest Financial, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2021.