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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
CFD
151
Creative Financial Designs
Indiana
$870K +$32.6K +418 +4%
AIA
152
Allegis Investment Advisors
Idaho
$859K -$47.7K -612 -6%
BP
153
Ballentine Partners
Massachusetts
$859K
APP
154
Avantax Planning Partners
Iowa
$848K
ABC
155
Associated Banc-Corp
Wisconsin
$835K -$8.89K -114 -1%
SI
156
Stephens Inc
Arkansas
$815K +$156 +2 +0%
CFA
157
Cahill Financial Advisors
Minnesota
$812K +$80.3K +1,030 +12%
CCA
158
Clearwater Capital Advisors
Illinois
$791K +$3.43K +44 +0.5%
WT
159
Whittier Trust
California
$786K -$7.49K -96 -1%
Goldman Sachs
160
Goldman Sachs
New York
$782K -$15.8M -202,024 -96%
DADC
161
D.A. Davidson & Co
Montana
$773K -$1.52M -19,454 -67%
FHC
162
First Heartland Consultants
Missouri
$715K -$624 -8 -0.1%
Lido Advisors
163
Lido Advisors
California
$713K +$80.2K +1,028 +14%
HFS
164
HL Financial Services
Kentucky
$686K +$4.68K +60 +0.7%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$676K -$43.5K -558 -6%
NWP
166
Northstar Wealth Partners
Connecticut
$662K -$53K -680 -8%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$660K +$72.4K +928 +13%
PWAP
168
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$643K
MWM
169
Modera Wealth Management
New Jersey
$636K +$140K +1,794 +30%
IWA
170
Intercontinental Wealth Advisors
Texas
$629K +$393K +5,042 +193%
GFPC
171
Global Financial Private Capital
Florida
$593K +$562K +7,208 New
HS
172
Huntington Steele
Pennsylvania
$569K +$3.9K +50 +0.7%
AWA
173
Arete Wealth Advisors
Illinois
$566K +$76.4K +980 +17%
NL
174
NWAM LLC
Washington
$565K +$243K +3,120 +83%
Millennium Management
175
Millennium Management
New York
$565K +$264K +3,382 +97%

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.