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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
TIA
151
Tiemann Investment Advisors
California
$1.62M -$17.6K -192 -1%
PWS
152
Paragon Wealth Strategies
Florida
$1.56M -$38K -414 -2%
SS
153
Sunbelt Securities
Texas
$1.53M +$248K +2,700 +20%
SLT
154
St Louis Trust
Missouri
$1.5M -$480K -5,230 -25%
PFT
155
Providence First Trust
Arizona
$1.49M -$27.5K -300 -2%
JFA
156
JNBA Financial Advisors
Minnesota
$1.48M -$68.5K -746 -5%
Lido Advisors
157
Lido Advisors
California
$1.4M +$312K +3,396 +30%
MCTIC
158
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.4M
Goldman Sachs
159
Goldman Sachs
New York
$1.39M +$19.6K +214 +1%
ABC
160
Associated Banc-Corp
Wisconsin
$1.34M +$153K +1,662 +13%
LA
161
Leonetti & Associates
Illinois
$1.32M -$82.2K -896 -6%
TFF
162
The Family Firm
Maryland
$1.3M -$10.1K -110 -0.8%
MWM
163
Modera Wealth Management
New Jersey
$1.29M +$554K +6,034 +79%
GRP
164
Global Retirement Partners
California
$1.27M +$999K +10,888 +422%
Luther King Capital Management (LKCM)
165
Luther King Capital Management (LKCM)
Texas
$1.19M
CC
166
Courier Capital
New York
$1.19M -$4.22K -46 -0.4%
PPA
167
Parametric Portfolio Associates
Washington
$1.18M +$795K +8,656 +227%
AFC
168
AFT Forsyth & Company
Florida
$1.18M +$2.75K +30 +0.2%
AFP
169
Ausdal Financial Partners
Iowa
$1.16M +$136K +1,480 +14%
CA
170
Cornerstone Advisory
Maryland
$1.13M
CF
171
Centaurus Financial
California
$1.13M +$731K +7,964 +198%
VAM
172
Verity Asset Management
North Carolina
$1.13M +$1.09M +11,924 New
CAC
173
Certified Advisory Corp
Florida
$1.1M +$99.7K +1,086 +10%
SG Americas Securities
174
SG Americas Securities
New York
$1.09M -$2.5M -27,286 -70%
VDFA
175
Vickerman & Driscoll Financial Advisors
Washington
$1.08M -$113K -1,232 -10%

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.