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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
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$655K -$127K -1,414 -16%
SWPG
202
Strategic Wealth Partners Group
Illinois
$652K +$41.2K +458 +7%
CPO
203
Cerity Partners OCIO
New York
$643K +$61.8K +688 +11%
CFD
204
Creative Financial Designs
Indiana
$635K +$12.6K +140 +2%
DADC
205
D.A. Davidson & Co
Montana
$627K -$6.47K -72 -1%
CS
206
Comerica Securities
Michigan
$627K +$16.9K +188 +3%
JIC
207
Joel Isaacson & Co
New York
$612K
CCA
208
Clearwater Capital Advisors
Illinois
$609K -$92.4K -1,028 -13%
Brown Advisory
209
Brown Advisory
Maryland
$609K +$8.99K +100 +2%
WP
210
WealthPLAN Partners
Nebraska
$603K +$6.47K +72 +1%
WB
211
WesBanco Bank
West Virginia
$601K -$719 -8 -0.1%
SF
212
Synovus Financial
Georgia
$598K -$53.8K -598 -8%
CHC
213
City Holding Co
West Virginia
$595K +$98.9K +1,100 +20%
GEA
214
Glen Eagle Advisors
New Jersey
$589K -$44.9K -500 -7%
SB
215
Simmons Bank
Arkansas
$586K
CB
216
Commerce Bank
Missouri
$583K -$54.8K -610 -9%
IWM
217
IHT Wealth Management
Illinois
$579K -$286K -3,178 -33%
GCMG
218
Gyroscope Capital Management Group
Florida
$568K +$4.5K +50 +0.8%
AFP
219
Ausdal Financial Partners
Iowa
$561K -$8.27K -92 -2%
CWM
220
Cornerstone Wealth Management
Missouri
$561K
ATFA
221
All Terrain Financial Advisors
Minnesota
$557K
FCI
222
Financial Counselors Inc
Kansas
$555K +$1.8K +20 +0.3%
TPA
223
Trivium Point Advisory
Connecticut
$551K -$27.7K -308 -5%
TWP
224
Total Wealth Planning
Ohio
$536K -$9.71K -108 -2%
FWP
225
FAS Wealth Partners
Kansas
$531K +$8.63K +96 +2%

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.