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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
IWM
201
IHT Wealth Management
Illinois
$758K -$26.4K -288 -3%
BRF
202
B. Riley Financial
California
$743K -$75.5K -822 -10%
DADC
203
D.A. Davidson & Co
Montana
$692K -$62K -676 -8%
BWA
204
BDO Wealth Advisors
Florida
$688K -$45K -490 -6%
PGFC
205
Peapack-Gladstone Financial Corp
New Jersey
$676K
IWA
206
Intercontinental Wealth Advisors
Texas
$667K -$42.8K -466 -6%
CAS
207
Cue Advisory Services
Arizona
$666K
VC
208
Vicus Capital
Pennsylvania
$656K -$96.6K -1,052 -13%
PCG
209
Private Capital Group
Connecticut
$655K
NFG
210
Nations Financial Group
Iowa
$637K +$127K +1,382 +26%
JIC
211
Joel Isaacson & Co
New York
$634K
EWA
212
EP Wealth Advisors
California
$633K +$1.91M +20,836 New
CFD
213
Creative Financial Designs
Indiana
$629K +$16.3K +178 +3%
MGIA
214
Matthew Goff Investment Advisor
Texas
$623K +$705K +7,686 New
CS
215
Comerica Securities
Michigan
$618K -$90.7K -988 -13%
SB
216
Simmons Bank
Arkansas
$611K +$593K +6,464 New
GEA
217
Glen Eagle Advisors
New Jersey
$607K +$228K +2,480 +63%
NWS
218
Newport Wealth Strategies
California
$604K
BTS
219
BB&T Securities
Virginia
$604K +$38.4K +418 +7%
CB
220
Commerce Bank
Missouri
$603K
PFS
221
Prospera Financial Services
Texas
$600K -$41.1K -448 -7%
WB
222
WesBanco Bank
West Virginia
$600K +$1.1K +12 +0.2%
CWM
223
Cahaba Wealth Management
Georgia
$600K +$557K +6,068 New
MG
224
Mather Group
Illinois
$598K -$21.8K -238 -4%
SF
225
Synovus Financial
Georgia
$590K -$23.7K -258 -4%

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.