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iShares S&P Small-Cap 600 Growth ETF
IJT

752 hedge funds and large institutions have $3.83B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 234 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

7% more funds holding

Funds holding: 703 → 752 (+49)

6% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 220

2% less capital invested

Capital invested by funds: $3.91B → $3.83B (-$74.2M)

7.63% less ownership

Funds ownership: 66.85% → 59.22% (-7.6%)

Holders
752
Holders Change
+49
Holders Change %
+6.97%
% of All Funds
9.91%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
100
Increased
234
Reduced
220
Closed
38
Calls
$1.25M
Puts
–
Net Calls
+$1.25M
Net Calls Change
+$241K

Top Buyers

1
EP
Essential Planning
New Hampshire
+$31.4M
2
Brown Advisory
Brown Advisory
Maryland
+$28M
3
WIA
World Investment Advisors
California
+$19.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.4M
5
MHS
M Holdings Securities
Oregon
+$13.4M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$154M
2
RFM
Royal Fund Management
Florida
-$25M
3
CJH
Christopher J. Hasenberg
Wisconsin
-$23.3M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$14.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
101
NBT Bank
New York
$5.94M +$646K +4,569 +12%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$5.92M -$11.4M -80,495 -65%
LFAS
103
Level Four Advisory Services
Texas
$5.74M -$658K -4,652 -10%
CPIG
104
Chicago Partners Investment Group
Illinois
$5.73M -$2.05M -14,504 -26%
MBI
105
May Barnhard Investments
Maryland
$5.73M -$98.3K -695 -2%
GLA
106
Great Lakes Advisors
Illinois
$5.69M -$454K -3,210 -7%
BF
107
BOK Financial
Oklahoma
$5.4M -$87.6K -619 -2%
MCCA
108
Mill Creek Capital Advisors
Pennsylvania
$5.25M -$41.2K -291 -0.7%
AFG
109
Atomi Financial Group
New York
$5.2M +$1.1M +7,807 +26%
Comerica Bank
110
Comerica Bank
Texas
$5.18M -$386K -2,728 -7%
AMG
111
Asset Management Group
Connecticut
$5.09M -$181K -1,276 -3%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$5.07M +$18K +127 +0.3%
DBIA
113
Dumont & Blake Investment Advisors
New Jersey
$4.91M -$81.1K -573 -2%
GT
114
Greenleaf Trust
Michigan
$4.89M -$50.9K -360 -1%
SS
115
Sunbelt Securities
Texas
$4.88M +$419K +2,961 +9%
SA
116
Sanctuary Advisors
Indiana
$4.85M -$88.3K -624 -2%
SCM
117
Spreng Capital Management
Ohio
$4.61M +$726K +5,134 +18%
Northern Trust
118
Northern Trust
Illinois
$4.53M +$126K +890 +3%
GPA
119
Guidance Point Advisors
Massachusetts
$4.51M +$2.55K +18 +0.1%
LC
120
LTG Capital
Massachusetts
$4.5M -$26.9K -190 -0.6%
FCFC
121
First Citizens Financial Corp
Iowa
$4.41M -$32K -226 -0.7%
AWP
122
Accretive Wealth Partners
New Jersey
$4.32M +$4.39K +31 +0.1%
CW
123
Code Waechter
Florida
$4.31M +$4.51M +31,855 New
PAG
124
Private Advisor Group
New Jersey
$4.23M -$134K -950 -3%
MCM
125
M1 Capital Management
Michigan
$4.22M +$4.41M +31,170 New
3 4
5
6 7

IJT Hedge Fund Activity: Q4 2024 in Review

752 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2024, worth a combined $3.83B — down 1.9% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJT positions and 38 closed out — a net gain of 62 holders — while 234 added to existing stakes and 220 trimmed.

The largest buyer was Essential Planning, adding an estimated $31.4M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $154M sold.

  • 752 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2024, up from 703 in Q3 2024.
  • Funds reported $3.83B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 100 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2024 and 38 closed out, a net change of +62 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2024 was Essential Planning, an estimated $31.4M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2024 was Dynasty Wealth Management, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2024.