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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
JPG
601
Jordan Park Group
California
– -$438K -3,840 Closed
LFGH
602
Lee Financial Group Hawaii
Hawaii
– -$391K -3,427 Closed
SFO
603
Standard Family Office
South Dakota
– -$378K -3,310 Closed
STA
604
Summit Trail Advisors
New York
– -$315K -2,762 Closed
VC
605
Vicus Capital
Pennsylvania
– -$257K -2,251 Closed
CG
606
Caprock Group
Idaho
– -$233K -2,040 Closed
GCP
607
GSA Capital Partners
United Kingdom
– -$231K -2,026 Closed
HCM
608
Hudson Capital Management
New Jersey
– -$216K -1,820 Closed
Comerica Bank
609
Comerica Bank
Texas
– -$228K -1,815 Closed
FNBTCON
610
First National Bank & Trust Co of Newtown
Pennsylvania
– -$205K -1,798 Closed
PFO
611
Pathstone Family Office
New Jersey
– -$178K -1,562 Closed
ICP
612
Interchange Capital Partners
Pennsylvania
– -$89K -784 Closed
CTFG
613
Capstone Triton Financial Group
Oklahoma
– -$85K -746 Closed
PWM
614
Perigon Wealth Management
California
– -$79K -694 Closed
CDIA
615
Capital Directions Investment Advisors
Georgia
– -$57K -502 Closed
GWM
616
Greenhouse Wealth Management
Connecticut
– -$42K -367 Closed
Simplex Trading
617
Simplex Trading
Illinois
– -$36K -323 Closed
BSSFA
618
Baron Silver Stevens Financial Advisors
Florida
– -$33K -296 Closed
IWMWV
619
Ironwood Wealth Management (West Virginia)
West Virginia
– -$23K -200 Closed
RWA
620
Ropes Wealth Advisors
Massachusetts
– -$9K -78 Closed
SIS
621
SVB Investment Services
Utah
– -$6K -50 Closed
FPCG
622
Fort Pitt Capital Group
Pennsylvania
– -$4K -38 Closed
NCM
623
New Capital Management
Texas
– -$5K -27 Closed
OC
624
Oakworth Capital
Alabama
– -$3K -24 Closed
RAM
625
Riggs Asset Management
Pennsylvania
– -$2K -18 Closed
22 23 24
25
26

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.