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iShares S&P Small-Cap 600 Growth ETF

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: 350361 (+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: 1414 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
126
Paragon Wealth Strategies
Florida
$1.54M -$41K -526 -3%
LA
127
Leonetti & Associates
Illinois
$1.46M -$34.9K -448 -2%
GT
128
Glenmede Trust
Pennsylvania
$1.45M +$24.5K +314 +2%
JFA
129
JNBA Financial Advisors
Minnesota
$1.44M -$145K -1,860 -10%
TIA
130
Tiemann Investment Advisors
California
$1.42M +$9.36K +120 +0.7%
WIC
131
Whitegate Investment Counselors
New Hampshire
$1.4M +$312 +4 +0%
IA
132
IFP Advisors
Florida
$1.4M +$482K +6,186 +57%
CAL
133
Capital Analysts LLC
Pennsylvania
$1.36M -$9.2K -118 -0.7%
PFT
134
Providence First Trust
Arizona
$1.32M
TFF
135
The Family Firm
Maryland
$1.27M +$10.1K +130 +0.9%
MCTIC
136
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.24M
SPIA
137
Steward Partners Investment Advisory
New York
$1.17M
FIM
138
Freedom Investment Management
Connecticut
$1.17M +$18.1K +232 +2%
TH
139
Timber Hill
Connecticut
$1.11M -$1.06M -13,588 -50%
SS
140
Sunbelt Securities
Texas
$1.09M +$35.6K +456 +4%
CC
141
Courier Capital
New York
$1.08M -$38.4K -492 -4%
Luther King Capital Management (LKCM)
142
Luther King Capital Management (LKCM)
Texas
$1.03M
ASN
143
Advisory Services Network
Georgia
$1.01M -$939K -12,036 -50%
CA
144
Cornerstone Advisory
Maryland
$1M -$156K -2,000 -14%
SC
145
Stratford Consulting
Texas
$976K +$4.05K +52 +0.4%
BHWM
146
Bar Harbor Wealth Management
New Hampshire
$958K +$23.1K +296 +3%
MA
147
MCF Advisors
Kentucky
$908K -$11.2K -144 -1%
CW
148
Cobiz Wealth
Colorado
$902K -$89K -1,142 -9%
ICOA
149
Investment Centers of America
North Dakota
$893K +$57.9K +742 +7%
TW
150
Transform Wealth
Colorado
$875K +$830K +10,642 New

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.