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iShares S&P Small-Cap 600 Growth ETF

361 hedge funds and large institutions have $2.42B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 119 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $2.3B → $2.42B (+$124M)

3% more funds holding

Funds holding: 350361 (+11)

1.09% more ownership

Funds ownership: 104.44%105.53% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.55M

Holders
361
Holders Change
+11
Holders Change %
+3.14%
% of All Funds
9%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
124
Reduced
119
Closed
22
Calls
$1.46M
Puts
$1.55M
Net Calls
-$83K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
201
Liberty Capital Management
Michigan
$442K
CCP
202
Corient Capital Partners
California
$441K
SIC
203
Shoker Investment Counsel
Ohio
$441K +$468 +6 +0.1%
BAS
204
Brown Advisory Securities
Maryland
$439K -$5.3K -68 -1%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$435K +$78.9K +1,012 +24%
MBT
206
Montecito Bank & Trust
California
$434K -$15.6K -200 -4%
RPG
207
Risk Paradigm Group
Texas
$434K -$62.9K -806 -13%
NFG
208
Nations Financial Group
Iowa
$433K +$16.5K +212 +4%
BL
209
Balentine LLC
Georgia
$420K
PA
210
Pinnacle Associates
New York
$418K -$60K -770 -13%
I
211
IberiaBank
Louisiana
$415K +$2.18K +28 +0.6%
SXL
212
Summit X LLC
Missouri
$409K
NAM
213
NTV Asset Management
West Virginia
$403K
CS
214
Comerica Securities
Michigan
$395K +$375K +4,804 New
SBSB
215
Sullivan, Bruyette, Speros & Blaney
Virginia
$384K +$101K +1,300 +39%
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$382K -$19K -244 -5%
FWP
217
FAS Wealth Partners
Kansas
$367K +$780 +10 +0.2%
CHC
218
City Holding Co
West Virginia
$361K
FMWA
219
Forvis Mazars Wealth Advisors
Missouri
$358K
CL
220
CPWM LLC
Washington
$355K
MCWS
221
McKinley Carter Wealth Services
West Virginia
$355K
BSB
222
Bangor Savings Bank
Maine
$354K -$22.3K -286 -6%
WTC
223
WhitTier Trust Company
Nevada
$354K
JIC
224
Johnson Investment Counsel
Ohio
$351K +$8.89K +114 +3%
WCF
225
West Coast Financial
California
$344K +$326K +4,184 New

IJT Hedge Fund Activity: Q3 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2017, worth a combined $2.42B — up 5.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IJT positions and 22 closed out — a net gain of 14 holders — while 124 added to existing stakes and 119 trimmed.

The largest buyer was Stifel Financial, adding an estimated $17.9M. The largest seller was Wells Fargo, cutting an estimated $25M.

  • 361 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2017, up from 350 in Q2 2017.
  • Funds reported $2.42B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 36 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2017 and 22 closed out, a net change of +14 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2017 was Stifel Financial, an estimated $17.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2017 was Wells Fargo, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2017.