We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

703 hedge funds and large institutions have $3.91B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 228 increasing their positions, 218 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $237K

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

15% more capital invested

Capital invested by funds: $3.39B → $3.91B (+$515M)

8.42% more ownership

Funds ownership: 58.44%66.85% (+8.4%)

3% more funds holding

Funds holding: 685703 (+18)

5% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 218

Holders
703
Holders Change
+18
Holders Change %
+2.63%
% of All Funds
10.09%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
63
Increased
228
Reduced
218
Closed
39
Calls
$1.24M
Puts
$237K
Net Calls
+$1M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
151
Smith Anglin Financial
Texas
$3.04M -$2.7K -20 -0.1%
NP
152
NorthRock Partners
Minnesota
$3.03M -$84.3K -625 -3%
ABC
153
Associated Banc-Corp
Wisconsin
$3.03M +$29.5K +219 +1%
USCWA
154
U.S. Capital Wealth Advisors
Texas
$2.98M -$87.1K -646 -3%
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$2.96M -$271K -2,009 -9%
Prudential Financial
156
Prudential Financial
New Jersey
$2.96M -$1.25M -9,300 -30%
BFM
157
Broadview Financial Management
Wisconsin
$2.94M -$1.35K -10 -0%
BL
158
BFSG LLC
California
$2.88M +$810K +6,003 +41%
NFG
159
Nations Financial Group
Iowa
$2.82M +$179K +1,328 +7%
FFP
160
Forbes Financial Planning
Rhode Island
$2.81M -$37.1K -275 -1%
NFC
161
Northeast Financial Consultants
Connecticut
$2.79M
AllianceBernstein
162
AllianceBernstein
Tennessee
$2.78M -$10.1K -75 -0.4%
TRIA
163
Trail Ridge Investment Advisors
Colorado
$2.77M +$102K +753 +4%
AWA
164
Arkadios Wealth Advisors
Georgia
$2.7M +$394K +2,924 +18%
IWC
165
Integrated Wealth Concepts
Massachusetts
$2.69M +$48.4K +359 +2%
HNB
166
Huntington National Bank
Ohio
$2.66M
QWP
167
Quotient Wealth Partners
Texas
$2.62M -$96.4K -715 -4%
CAG
168
Crestwood Advisors Group
Massachusetts
$2.57M -$15.1K -112 -0.6%
UWPG
169
Ullmann Wealth Partners Group
Florida
$2.51M +$189K +1,402 +8%
OC
170
Oarsman Capital
Wisconsin
$2.49M -$142K -1,056 -6%
VC
171
Vicus Capital
Pennsylvania
$2.46M +$488K +3,620 +26%
CWM
172
Connecticut Wealth Management
Connecticut
$2.46M
MCA
173
MSH Capital Advisors
Arizona
$2.43M +$46.5K +345 +2%
ADL
174
Asset Dedication LLC
California
$2.41M +$12.4K +92 +0.5%
PFA
175
Pathway Financial Advisors
Vermont
$2.37M -$25.4K -188 -1%

IJT Hedge Fund Activity: Q3 2024 in Review

703 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2024, worth a combined $3.91B — up 15% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJT positions and 39 closed out — a net gain of 24 holders — while 228 added to existing stakes and 218 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $587M. The largest seller was World Investment Advisors, cutting an estimated $28.9M.

  • 703 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $3.91B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2024 and 39 closed out, a net change of +24 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2024 was Dynasty Wealth Management, an estimated $587M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2024 was World Investment Advisors, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2024.