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iShares S&P Small-Cap 600 Growth ETF

703 hedge funds and large institutions have $3.91B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 228 increasing their positions, 218 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $237K

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more capital invested

Capital invested by funds: $3.39B → $3.91B (+$515M)

8.42% more ownership

Funds ownership: 58.44%66.85% (+8.4%)

3% more funds holding

Funds holding: 685703 (+18)

5% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 218

Holders
703
Holders Change
+18
Holders Change %
+2.63%
% of All Funds
10.09%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
63
Increased
228
Reduced
218
Closed
39
Calls
$1.24M
Puts
$237K
Net Calls
+$1M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
626
Rise Advisors
New York
$50.9K +$135 +1 +0.3%
OC
627
Oakworth Capital
Alabama
$49.9K +$36.4K +270 +307%
RF
628
Robinswood Financial
Washington
$48.1K +$135 +1 +0.3%
FCMT
629
Founders Capital Management (Texas)
Texas
$47.6K
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$47.4K -$66.4K -492 -59%
PCTC
631
Perkins Coie Trust Company
Washington
$43.5K
BFPW
632
BOK Financial Private Wealth
Colorado
$43.1K
FFA
633
Founders Financial Alliance
North Carolina
$41K
DWM
634
Darwin Wealth Management
Florida
$39.2K +$37.9K +281 New
IBOK
635
Independence Bank of Kentucky
Kentucky
$39.1K
BCWM
636
Bartlett & Co Wealth Management
Ohio
$38.9K
HWM
637
Horizons Wealth Management
North Carolina
$37.7K
HWA
638
HHM Wealth Advisors
Tennessee
$36.7K
ATS
639
Ashton Thomas Securities
New York
$35.7K +$34.5K +256 New
TSMHT
640
Thurston Springer Miller Herd & Titak
Indiana
$33.9K
TWD
641
True Wealth Design
Ohio
$33.5K
SMA
642
Sage Mountain Advisors
Georgia
$33.1K +$32K +237 New
LB
643
Legacy Bridge
Iowa
$32.9K +$13.5K +100 +74%
OSAM
644
O'Shaughnessy Asset Management
Connecticut
$32.8K +$405 +3 +1%
MPCG
645
Matrix Private Capital Group
New York
$32.5K +$10.1K +75 +47%
EWM
646
EPG Wealth Management
Georgia
$31.3K +$30.2K +224 New
CIAS
647
Capital Investment Advisory Services
North Carolina
$30.7K -$4.32K -32 -13%
RFS
648
Richardson Financial Services
Massachusetts
$28.8K
PCM
649
Perritt Capital Management
Illinois
$28.2K +$135 +1 +0.5%
TCM
650
TruNorth Capital Management
Michigan
$27.9K

IJT Hedge Fund Activity: Q3 2024 in Review

703 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2024, worth a combined $3.91B — up 15% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJT positions and 39 closed out — a net gain of 24 holders — while 228 added to existing stakes and 218 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $587M. The largest seller was World Investment Advisors, cutting an estimated $28.9M.

  • 703 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $3.91B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2024 and 39 closed out, a net change of +24 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2024 was Dynasty Wealth Management, an estimated $587M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2024 was World Investment Advisors, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2024.