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iShares S&P Small-Cap 600 Growth ETF

463 hedge funds and large institutions have $3.35B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

53% more funds holding in top 10

Funds holding in top 10: 1726 (+9)

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $2.74B → $3.35B (+$608M)

20% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 430463 (+33)

3.39% more ownership

Funds ownership: 107.52%110.91% (+3.4%)

Holders
463
Holders Change
+33
Holders Change %
+7.67%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.6%
New
61
Increased
166
Reduced
117
Closed
25
Calls
$1.97M
Puts
$1.64M
Net Calls
+$329K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
126
Ullmann Wealth Partners Group
Florida
$2.47M -$14.3K -156 -0.6%
HCM
127
Hudson Capital Management
New Jersey
$2.44M -$364K -3,962 -13%
UR
128
USCA RIA
Texas
$2.34M +$55.1K +600 +2%
Comerica Bank
129
Comerica Bank
Texas
$2.33M -$977K -10,642 -31%
FIG
130
FundX Investment Group
California
$2.32M +$2.26M +24,600 New
CIBC World Market
131
CIBC World Market
Ontario, Canada
$2.3M +$2.23M +24,334 New
SWP
132
Stratos Wealth Partners
Ohio
$2.27M +$568K +6,192 +35%
CWM
133
Cranbrook Wealth Management
Michigan
$2.15M -$73.6K -802 -3%
CWM
134
Cornerstone Wealth Management
Missouri
$1.98M +$69.3M +754,988 +21,066%
GFPC
135
Global Financial Private Capital
Florida
$1.96M +$455K +4,954 +31%
FHC
136
First Heartland Consultants
Missouri
$1.95M +$1.2M +13,090 +174%
EVM
137
Eaton Vance Management
Massachusetts
$1.94M -$1.89M -20,570 -50%
WLIM
138
White Lighthouse Investment Management
Massachusetts
$1.93M +$104K +1,130 +6%
SPIA
139
Steward Partners Investment Advisory
New York
$1.91M +$371K +4,046 +25%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$1.89M +$312K +3,400 +20%
TNB
141
Thomasville National Bank
Georgia
$1.82M +$1.84K +20 +0.1%
SI
142
Stephens Inc
Arkansas
$1.82M +$880K +9,584 +99%
TW
143
Transform Wealth
Colorado
$1.78M +$760K +8,282 +78%
CAL
144
Capital Analysts LLC
Pennsylvania
$1.75M +$284K +3,092 +20%
TAIM
145
TD Ameritrade Investment Management
Nebraska
$1.74M -$51.2K -558 -3%
OC
146
Oarsman Capital
Wisconsin
$1.73M +$61.1K +666 +4%
CWM
147
Capital Wealth Management
Rhode Island
$1.71M -$17.3K -188 -1%
AA
148
Alesco Advisors
New York
$1.7M
SCG
149
Sonata Capital Group
Washington
$1.67M +$1.05M +11,446 +184%
WIC
150
Whitegate Investment Counselors
New Hampshire
$1.66M +$6.79K +74 +0.4%

IJT Hedge Fund Activity: Q2 2018 in Review

463 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2018, worth a combined $3.35B — up 22% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IJT positions and 25 closed out — a net gain of 36 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $69.3M. The largest seller was JP Morgan Chase, cutting an estimated $25.8M.

  • 463 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2018, up from 430 in Q1 2018.
  • Funds reported $3.35B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 61 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2018 and 25 closed out, a net change of +36 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2018 was JP Morgan Chase, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2018.