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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
BTS
201
BB&T Securities
Virginia
$642K -$73.8K -828 -9%
RBFC
202
Roman Butler Fullerton & Co
Missouri
$642K +$671K +7,530 New
IA
203
Independence Advisors
Pennsylvania
$615K +$296K +3,320 +77%
NWP
204
Northstar Wealth Partners
Connecticut
$610K
CWM
205
Cahaba Wealth Management
Georgia
$598K -$37.4K -420 -5%
SF
206
Synovus Financial
Georgia
$594K +$156K +1,750 +31%
EIP
207
Ellis Investment Partners
Pennsylvania
$594K +$656K +7,368 New
APA
208
American Portfolios Advisors
New York
$587K +$416K +4,668 +179%
CFD
209
Creative Financial Designs
Indiana
$579K -$3.74K -42 -0.6%
RJT
210
Raymond James Trust
Florida
$577K +$185K +2,074 +41%
JIC
211
Joel Isaacson & Co
New York
$573K
KA
212
Kovack Advisors
Florida
$562K -$35.8K -402 -5%
CAGAS
213
Capital Advisory Group Advisory Services
Minnesota
$561K +$619K +6,952 New
VC
214
Vicus Capital
Pennsylvania
$560K
AAS
215
Avantax Advisory Services
Texas
$560K +$616K +6,918 New
PGFC
216
Peapack-Gladstone Financial Corp
New Jersey
$559K
PCG
217
Private Capital Group
Connecticut
$559K
GEA
218
Glen Eagle Advisors
New Jersey
$553K -$12.5K -140 -2%
Brown Advisory
219
Brown Advisory
Maryland
$549K +$157K +1,764 +35%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$548K -$14.8K -166 -2%
OMC
221
Old Mission Capital
Illinois
$543K +$599K +6,726 New
DADC
222
D.A. Davidson & Co
Montana
$542K -$5.52K -62 -0.9%
CCM
223
Coldstream Capital Management
Washington
$540K +$397K +4,458 +199%
NWS
224
Newport Wealth Strategies
California
$537K
WB
225
WesBanco Bank
West Virginia
$531K +$12.6K +142 +2%

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.