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iShares S&P Small-Cap 600 Growth ETF

468 hedge funds and large institutions have $2.88B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 153 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 110.21%110.73% (+0.53%)

0% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 153

5% less funds holding

Funds holding: 492468 (-24)

25% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 84

28% less capital invested

Capital invested by funds: $3.98B → $2.88B (-$1.1B)

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

Holders
468
Holders Change
-24
Holders Change %
-4.88%
% of All Funds
10.43%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.38%
New
63
Increased
153
Reduced
153
Closed
84
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
176
Comerica Securities
Michigan
$880K +$6.24K +70 +0.6%
BHWM
177
Bar Harbor Wealth Management
New Hampshire
$872K -$20.3K -228 -2%
SC
178
Stratford Consulting
Texas
$848K -$51.3K -576 -5%
NFG
179
Nations Financial Group
Iowa
$847K +$122K +1,374 +15%
CFA
180
Cahill Financial Advisors
Minnesota
$843K +$32.2K +362 +4%
PWAP
181
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$832K +$69.8K +784 +8%
CCA
182
Clearwater Capital Advisors
Illinois
$788K -$81.6K -916 -9%
SC
183
Slow Capital
California
$782K +$2.85K +32 +0.3%
BAM
184
Belpointe Asset Management
Nevada
$781K +$37.9K +426 +5%
MA
185
MCF Advisors
Kentucky
$770K -$8.91K -100 -1%
WT
186
Whittier Trust
California
$768K -$14.1K -158 -2%
PA
187
PFG Advisors
Arizona
$755K +$745K +8,362 New
TA
188
Townsend & Associates
Colorado
$728K +$67.5K +758 +9%
RWMH
189
Riverpoint Wealth Management Holdings
Illinois
$724K -$27.8K -312 -3%
WP
190
WealthPLAN Partners
Nebraska
$703K -$244K -2,740 -26%
MCWS
191
McKinley Carter Wealth Services
West Virginia
$696K
HA
192
Harborview Advisors
Maine
$688K +$7.84K +88 +1%
William Blair & Company
193
William Blair & Company
Illinois
$684K +$12.3K +138 +2%
ASN
194
Advisory Services Network
Georgia
$683K -$5.33M -59,820 -88%
SFS
195
Sowell Financial Services
Arkansas
$683K +$754K +8,462 New
MBT
196
Montecito Bank & Trust
California
$675K
IWM
197
IHT Wealth Management
Illinois
$670K -$2.14K -24 -0.3%
FMBTD
198
First Midwest Bank Trust Division
Illinois
$661K +$262K +2,936 +56%
SWPG
199
Strategic Wealth Partners Group
Illinois
$654K +$367K +4,120 +103%
GAM
200
Gemmer Asset Management
California
$648K -$1.55M -17,364 -68%

IJT Hedge Fund Activity: Q4 2018 in Review

468 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2018, worth a combined $2.88B — down 28% from $3.98B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IJT and 63 opened new positions — a net loss of 21 holders — while 153 trimmed existing stakes and 153 added.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Wells Fargo, cutting an estimated $69.3M.

  • 468 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2018, down from 492 in Q3 2018.
  • Funds reported $2.88B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2018, down 28% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2018 and 84 closed out, a net change of -21 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2018 was Fidelity Investments, an estimated $41.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2018 was Wells Fargo, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2018.