iShares S&P Small-Cap 600 Growth ETF
714 hedge funds and large institutions have $3.47B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 207 increasing their positions, 261 reducing their positions, and 69 closing their positions.
2,022% more call options, than puts
Call options by funds: $573K | Put options by funds: $27K
0.43% more ownership
Funds ownership: 59.22% → 59.65% (+0.43%)
5% less funds holding
Funds holding: 752 → 714 (-38)
9% less capital invested
Capital invested by funds: $3.83B → $3.47B (-$357M)
21% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 261
22% less funds holding in top 10
Funds holding in top 10: 18 → 14 (-4)
39% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.1M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$12.8M |
| 4 |
Morgan Stanley
New York
|
+$11M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$8.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$29.7M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$17.4M |
| 3 |
M
MATAURO
New York
|
-$11.9M |
| 4 |
FWP
Falcon Wealth Planning
Ontario,
California
|
-$10.2M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$9.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPFA
776
Game Plan Financial Advisors
Westlake,
Ohio
| – | -$20.4K | -150 | Closed |
|
|
TIM
777
Tortoise Investment Management
White Plains,
New York
| – | -$16.8K | -124 | Closed |
|
|
VWM
778
Venturi Wealth Management
Austin,
Texas
| – | -$12.5K | -92 | Closed |
|
779
Simplex Trading
Chicago,
Illinois
| – | -$10K | -80 | Closed |
|
|
NWWA
780
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$8.93K | -66 | Closed |
|
|
S
781
Sachetta
Lynnfield,
Massachusetts
| – | -$8.44K | -62 | Closed |
|
|
LFA
782
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| – | -$5.14K | -38 | Closed |
|
|
NWMP
783
Noble Wealth Management PBC
Greenwood Village,
Colorado
| – | -$4.33K | -32 | Closed |
|
|
MSWA
784
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| – | -$3.25K | -24 | Closed |
|
|
RFG
785
REAP Financial Group
Austin,
Texas
| – | -$68 | -1 | Closed |
|
IJT Hedge Fund Activity: Q1 2025 in Review
714 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2025, worth a combined $3.47B — down 9.3% from $3.83B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of IJT and 42 opened new positions — a net loss of 27 holders — while 261 trimmed existing stakes and 207 added.
The largest buyer was Fidelity Investments, adding an estimated $36.9M. The largest seller was Essential Planning, cutting an estimated $29.7M.
- 714 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2025, down from 752 in Q4 2024.
- Funds reported $3.47B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2025, down 9.3% quarter-over-quarter.
- 42 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2025 and 69 closed out, a net change of -27 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2025 was Fidelity Investments, an estimated $36.9M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2025 was Essential Planning, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2025.