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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
EWM
526
Endurance Wealth Management
Rhode Island
$40K – – –
HPC
527
HM Payson & Co
Maine
$39K – – –
Kayne Anderson Rudnick Investment Management
528
Kayne Anderson Rudnick Investment Management
California
$38K +$8.64K +68 +30%
FFA
529
Founders Financial Alliance
North Carolina
$37K – – –
ST
530
Smithfield Trust
Pennsylvania
$37K – – –
IBOK
531
Independence Bank of Kentucky
Kentucky
$36K – – –
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
BWM
533
Baystate Wealth Management
Massachusetts
$36K +$127 +1 +0.4%
CT
534
Caldwell Trust
Florida
$35.9K – – –
TWM
535
Tradition Wealth Management
Minnesota
$35K – – –
HIA
536
Harbor Investment Advisory
Maryland
$33K – – –
CWC
537
Carolinas Wealth Consulting
North Carolina
$29K – – –
EP
538
Eudaimonia Partners
Tennessee
$27K – – –
GTAM
539
Global Trust Asset Management
Florida
$27K – – –
JWA
540
JFS Wealth Advisors
Pennsylvania
$27K – – –
CIAS
541
Capital Investment Advisory Services
North Carolina
$25K – – –
FCM
542
Firestone Capital Management
Florida
$25K – – –
CIA
543
Choate Investment Advisors
Massachusetts
$24K – – –
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$24K – – –
RWB
545
RMR Wealth Builders
New Jersey
$22K +$7.62K +60 +55%
AssetMark Inc
546
AssetMark Inc
California
$21K -$4.96K -39 -19%
CB
547
CNB Bank
Pennsylvania
$21K +$9.91K +78 +91%
OFG
548
Oxford Financial Group
Indiana
$21K +$20.3K +160 New
BWP
549
Baldwin Wealth Partners
Massachusetts
$18K +$7.37K +58 +73%
HFA
550
HC Financial Advisors
California
$17K – – –
20 21
22
23 24

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.