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iShares S&P Small-Cap 600 Growth ETF
IJT

361 hedge funds and large institutions have $2.42B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 119 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $2.3B → $2.42B (+$124M)

3% more funds holding

Funds holding: 350 → 361 (+11)

1.09% more ownership

Funds ownership: 104.44% → 105.53% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

5% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.55M

Holders
361
Holders Change
+11
Holders Change %
+3.14%
% of All Funds
9%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
36
Increased
124
Reduced
119
Closed
22
Calls
$1.46M
Puts
$1.55M
Net Calls
-$83K
Net Calls Change
-$584K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$17.9M
2
CFSG
Community Financial Services Group
Vermont
+$9.63M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$7.63M
4
TSS
Two Sigma Securities
New York
+$7.15M
5
Ameriprise
Ameriprise
Minnesota
+$6.47M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$25M
2
Goldman Sachs
Goldman Sachs
New York
-$15.8M
3
DWA
Dorsey Wright & Associates
California
-$4.93M
4
VIA
Vantage Investment Advisors
Pennsylvania
-$4.6M
5
TAT
TD Ameritrade Trust
Colorado
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$2.47M +$942K +12,074 +67%
RFS
102
Rockefeller Financial Services
New York
$2.47M – – –
VC
103
Vicus Capital
Pennsylvania
$2.38M +$1.11M +14,244 +97%
PAG
104
Private Advisory Group
Washington
$2.37M +$192K +2,464 +9%
MIAN
105
Mariner Independent Advisor Network
Kansas
$2.33M -$173K -2,220 -7%
Creative Planning
106
Creative Planning
Kansas
$2.3M +$310K +3,978 +17%
SB
107
Suntrust Banks
Georgia
$2.29M +$200K +2,562 +10%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$2.29M +$1.25M +16,022 +136%
Northern Trust
109
Northern Trust
Illinois
$2.27M +$73.6K +944 +4%
BCM
110
Brookstone Capital Management
Illinois
$2.17M +$172K +2,202 +9%
NCM
111
Neumann Capital Management
California
$2.16M – – –
LI
112
LVZ Inc
Michigan
$2.09M +$1.98M +25,384 New
CWM
113
Cranbrook Wealth Management
Michigan
$2.03M -$41K -526 -2%
NPC
114
National Planning Corporation
California
$2.01M -$185K -2,372 -9%
MCM
115
MAI Capital Management
Ohio
$2M +$308K +3,948 +19%
UR
116
USCA RIA
Texas
$2M – – –
SLT
117
St Louis Trust
Missouri
$1.93M +$1.72K +22 +0.1%
SEIA
118
Signature Estate & Investment Advisors
California
$1.92M +$1.82M +23,372 New
EVM
119
Eaton Vance Management
Massachusetts
$1.84M – – –
SFS
120
Sowell Financial Services
Arkansas
$1.65M +$13.1K +168 +0.9%
SWP
121
Stratos Wealth Partners
Ohio
$1.64M +$9.51K +122 +0.6%
TNB
122
Thomasville National Bank
Georgia
$1.62M -$156 -2 -0%
TAIM
123
TD Ameritrade Investment Management
Nebraska
$1.6M -$18.7K -240 -1%
OC
124
Oarsman Capital
Wisconsin
$1.57M -$25.7K -330 -2%
AA
125
Alesco Advisors
New York
$1.56M -$4.52K -58 -0.3%
3 4
5
6 7

IJT Hedge Fund Activity: Q3 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2017, worth a combined $2.42B — up 5.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IJT positions and 22 closed out — a net gain of 14 holders — while 124 added to existing stakes and 119 trimmed.

The largest buyer was Stifel Financial, adding an estimated $17.9M. The largest seller was Wells Fargo, cutting an estimated $25M.

  • 361 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2017, up from 350 in Q2 2017.
  • Funds reported $2.42B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 36 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2017 and 22 closed out, a net change of +14 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2017 was Stifel Financial, an estimated $17.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2017 was Wells Fargo, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2017.