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iShares S&P Small-Cap 600 Growth ETF

472 hedge funds and large institutions have $2.96B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $3.1B → $2.96B (-$132M)

2% less funds holding

Funds holding: 483472 (-11)

2.97% less ownership

Funds ownership: 112.94%109.97% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
472
Holders Change
-11
Holders Change %
-2.28%
% of All Funds
10.25%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
41
Increased
144
Reduced
170
Closed
46
Calls
$748K
Puts
Net Calls
+$748K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
LFPWM
151
Leicht Financial Planning & Wealth Management
New Jersey
$1.23M -$111K -1,230 -8%
AWM
152
Avior Wealth Management
Nebraska
$1.23M +$633K +7,044 +110%
BTS
153
BB&T Securities
Virginia
$1.22M -$28.6K -318 -2%
CSM
154
CAMG Solamere Management
North Carolina
$1.22M
PFG
155
Pacific Financial Group
Washington
$1.19M
JFA
156
JNBA Financial Advisors
Minnesota
$1.16M -$5.03K -56 -0.4%
Luther King Capital Management (LKCM)
157
Luther King Capital Management (LKCM)
Texas
$1.15M
William Blair & Company
158
William Blair & Company
Illinois
$1.13M +$274K +3,044 +33%
AFC
159
AFT Forsyth & Company
Florida
$1.13M +$180 +2 +0%
Cerity Partners
160
Cerity Partners
New York
$1.12M +$687K +7,646 +166%
AAS
161
Avantax Advisory Services
Texas
$1.11M +$185K +2,054 +20%
PWAP
162
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.09M +$97.1K +1,080 +10%
MWM
163
Modera Wealth Management
New Jersey
$1.08M -$25.7K -286 -2%
CC
164
Courier Capital
New York
$1.07M -$82.9K -922 -7%
ASN
165
Advisory Services Network
Georgia
$1.07M +$193K +2,146 +22%
PIMG
166
Patriot Investment Management Group
Tennessee
$1.07M -$7.19K -80 -0.7%
SI
167
Stephens Inc
Arkansas
$1.05M -$54.7K -608 -5%
FC
168
Financial Consulate
Maryland
$1.05M +$7.19K +80 +0.7%
VDFA
169
Vickerman & Driscoll Financial Advisors
Washington
$1.04M -$17.4K -194 -2%
BHWM
170
Bar Harbor Wealth Management
New Hampshire
$994K +$2.16K +24 +0.2%
NFG
171
Nations Financial Group
Iowa
$978K
PSUF
172
People's United Financial
Connecticut
$972K +$958K +10,656 New
AWM
173
AE Wealth Management
Kansas
$970K +$956K +10,634 New
SC
174
Stratford Consulting
Texas
$964K +$2.16K +24 +0.2%
CA
175
Cornerstone Advisory
Maryland
$912K -$180K -2,000 -17%

IJT Hedge Fund Activity: Q2 2019 in Review

472 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2019, worth a combined $2.96B — down 4.2% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IJT and 41 opened new positions — a net loss of 5 holders — while 170 trimmed existing stakes and 144 added.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Fidelity Investments, cutting an estimated $31.7M.

  • 472 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2019, down from 483 in Q1 2019.
  • Funds reported $2.96B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 41 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2019 and 46 closed out, a net change of -5 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2019 was HighTower Advisors, an estimated $10.2M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2019.