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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
GVAG
176
Great Valley Advisor Group
Delaware
$892K -$552K -6,138 -39%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$868K +$114K +1,270 +15%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$866K +$149K +1,656 +21%
MA
179
MCF Advisors
Kentucky
$859K -$11.5K -128 -1%
WT
180
Whittier Trust
California
$858K -$5.03K -56 -0.6%
RJT
181
Raymond James Trust
Florida
$857K -$18.2K -202 -2%
SC
182
Slow Capital
California
$845K -$101K -1,128 -11%
IA
183
Independence Advisors
Pennsylvania
$787K
MCWS
184
McKinley Carter Wealth Services
West Virginia
$787K
CFA
185
Cahill Financial Advisors
Minnesota
$776K -$156K -1,732 -17%
HA
186
Harborview Advisors
Maine
$759K +$3.6K +40 +0.5%
PA
187
PFG Advisors
Arizona
$754K -$32.4K -360 -4%
MBT
188
Montecito Bank & Trust
California
$748K -$5.39K -60 -0.7%
GAM
189
Gemmer Asset Management
California
$733K
MGIA
190
Moneta Group Investment Advisors
Missouri
$732K -$59.7K -664 -8%
SS
191
Simplicity Solutions
Minnesota
$716K +$420K +4,668 +147%
FCA
192
FinTrust Capital Advisors
South Carolina
$708K -$47.1K -524 -6%
CWM
193
Cahaba Wealth Management
Georgia
$696K +$16.4K +182 +2%
KPW
194
Kore Private Wealth
New York
$696K +$102K +1,132 +17%
SFG
195
Summit Financial Group
West Virginia
$682K +$672K +7,476 New
EIP
196
Ellis Investment Partners
Pennsylvania
$679K +$4.13K +46 +0.6%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$673K
NWP
198
Northstar Wealth Partners
Connecticut
$668K +$8.99K +100 +1%
PGFC
199
Peapack-Gladstone Financial Corp
New Jersey
$667K +$34.5K +384 +6%
GRP
200
Global Retirement Partners
California
$660K +$191K +2,124 +42%

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.