iShares S&P Small-Cap 600 Growth ETF
752 hedge funds and large institutions have $3.83B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 234 increasing their positions, 220 reducing their positions, and 38 closing their positions.
163% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 38
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
7% more funds holding
Funds holding: 703 → 752 (+49)
6% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 220
2% less capital invested
Capital invested by funds: $3.91B → $3.83B (-$74.2M)
7.63% less ownership
Funds ownership: 66.85% → 59.22% (-7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$31.4M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$28M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$19.1M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$15.4M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$154M |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$25M |
| 3 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$23.3M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$14.4M |
| 5 |
Bank of New York Mellon
New York
|
-$11.4M |
IJT Hedge Fund Activity: Q4 2024 in Review
752 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2024, worth a combined $3.83B — down 1.9% from $3.91B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new IJT positions and 38 closed out — a net gain of 62 holders — while 234 added to existing stakes and 220 trimmed.
The largest buyer was Essential Planning, adding an estimated $31.4M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $154M sold.
- 752 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2024, up from 703 in Q3 2024.
- Funds reported $3.83B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
- 100 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2024 and 38 closed out, a net change of +62 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2024 was Essential Planning, an estimated $31.4M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2024 was Dynasty Wealth Management, an estimated $154M sold.
Based on aggregated 13F filings for Q4 2024.