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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
BFG
176
Barber Financial Group
Kansas
$1.07M +$1.04M +11,370 New
BHWM
177
Bar Harbor Wealth Management
New Hampshire
$1.05M -$7.89K -86 -0.8%
SC
178
Stratford Consulting
Texas
$1.05M
WP
179
WealthPLAN Partners
Nebraska
$1.04M -$19.8K -216 -2%
HFS
180
HL Financial Services
Kentucky
$988K -$31.4K -342 -3%
CFA
181
Cahill Financial Advisors
Minnesota
$970K -$2.39K -26 -0.3%
CCA
182
Clearwater Capital Advisors
Illinois
$970K +$54.2K +590 +6%
WA
183
WESPAC Advisors
California
$951K +$924K +10,070 New
AWA
184
Arete Wealth Advisors
Illinois
$943K +$148K +1,608 +19%
MA
185
MCF Advisors
Kentucky
$933K -$1.65K -18 -0.2%
CW
186
Cobiz Wealth
Colorado
$930K -$22.2K -242 -2%
SC
187
Slow Capital
California
$930K +$32.3K +352 +4%
SEI Investments
188
SEI Investments
Pennsylvania
$929K +$692K +7,544 +331%
WT
189
Whittier Trust
California
$914K +$7.53K +82 +0.9%
Renaissance Technologies
190
Renaissance Technologies
New York
$869K +$312K +3,400 +59%
PWAP
191
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$848K +$40.9K +446 +5%
AIM
192
Advantage Investment Management
Iowa
$842K +$626K +6,822 +327%
BP
193
Ballentine Partners
Massachusetts
$836K -$146K -1,592 -15%
HA
194
Harborview Advisors
Maine
$835K -$37.6K -410 -4%
MCWS
195
McKinley Carter Wealth Services
West Virginia
$815K +$132K +1,442 +20%
TA
196
Townsend & Associates
Colorado
$791K +$338K +3,680 +78%
William Blair & Company
197
William Blair & Company
Illinois
$788K +$115K +1,254 +18%
MBT
198
Montecito Bank & Trust
California
$767K +$260K +2,836 +54%
RWMH
199
Riverpoint Wealth Management Holdings
Illinois
$760K +$112K +1,224 +18%
LNC
200
Lincoln National Corp
Pennsylvania
$759K +$46.1K +502 +7%

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.