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iShares S&P Small-Cap 600 Growth ETF

483 hedge funds and large institutions have $3.1B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 135 increasing their positions, 176 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $2.88B → $3.1B (+$216M)

3% more funds holding

Funds holding: 468483 (+15)

2.2% more ownership

Funds ownership: 110.73%112.94% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

23% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 176

Holders
483
Holders Change
+15
Holders Change %
+3.21%
% of All Funds
10.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
63
Increased
135
Reduced
176
Closed
40
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
LifePlan Financial Group
Ohio
$4.78M +$227K +2,568 +5%
HighTower Advisors
77
HighTower Advisors
Illinois
$4.78M -$275K -3,108 -5%
GLA
78
Great Lakes Advisors
Illinois
$4.78M -$93.3K -1,056 -2%
EDRIA
79
Edmonds Duncan Registered Investment Advisors
Kansas
$4.72M +$57.1K +646 +1%
FCT
80
Family Capital Trust
Massachusetts
$4.62M +$9.9K +112 +0.2%
TRCT
81
Tower Research Capital (TRC)
New York
$4.61M +$2.64M +29,912 +137%
IFS
82
Ifrah Financial Services
Arkansas
$4.58M +$37.5K +424 +0.8%
SEIA
83
Signature Estate & Investment Advisors
California
$4.34M +$399K +4,518 +10%
CPIG
84
Chicago Partners Investment Group
Illinois
$4.33M +$177K +1,998 +4%
AMG
85
Asset Management Group
Connecticut
$4.26M +$20.7K +234 +0.5%
HIS
86
Harvest Investment Services
Illinois
$4.13M +$4.05M +45,876 New
FHA
87
First Horizon Advisors
Tennessee
$4.11M -$44.9K -508 -1%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$4.09M -$6.07M -68,732 -60%
HNB
89
Huntington National Bank
Ohio
$3.96M
PWP
90
Personal Wealth Partners
Minnesota
$3.92M +$4.24M +47,996 New
SNT
91
Security National Trust
West Virginia
$3.9M +$414K +4,690 +12%
PAG
92
Private Advisor Group
New Jersey
$3.83M -$5.35M -60,546 -58%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$3.47M -$1.09M -12,304 -24%
BEC
94
Blue Edge Capital
Virginia
$3.43M +$197K +2,230 +6%
MCM
95
MV Capital Management
Maryland
$3.25M -$152K -1,716 -5%
Creative Planning
96
Creative Planning
Kansas
$3.2M +$95.3K +1,078 +3%
Jane Street
97
Jane Street
New York
$3.13M -$7.63M -86,380 -71%
SWP
98
Stratos Wealth Partners
Ohio
$3.07M -$106K -1,194 -3%
BFM
99
Broadview Financial Management
Wisconsin
$3.05M +$12K +136 +0.4%
GPA
100
Guidance Point Advisors
Massachusetts
$3.02M +$4.42K +50 +0.1%

IJT Hedge Fund Activity: Q1 2019 in Review

483 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2019, worth a combined $3.1B — up 7.5% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJT positions and 40 closed out — a net gain of 23 holders — while 135 added to existing stakes and 176 trimmed.

The largest buyer was Formidable Asset Management, opening a new position worth an estimated $49.1M. The largest seller was LPL Financial, cutting an estimated $24.4M.

  • 483 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2019, up from 468 in Q4 2018.
  • Funds reported $3.1B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2019, up 7.5% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2019 and 40 closed out, a net change of +23 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2019 was Formidable Asset Management, an estimated $49.1M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2019 was LPL Financial, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2019.