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iShares S&P Small-Cap 600 Growth ETF
IJT

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87% → 69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591 → 598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$811M
2
PL
Polianta Ltd
Jersey
+$13.2M
3
WIA
World Investment Advisors
California
+$11.4M
4
CCFM
Clear Creek Financial Management
Washington
+$8.78M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.43M

Top Sellers

1
JMF
Johnson Midwest Financial
Iowa
-$14.9M
2
Morgan Stanley
Morgan Stanley
New York
-$12.4M
3
Bank of America
Bank of America
North Carolina
-$9.06M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.67M
5
IFA
Interactive Financial Advisors
Illinois
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
201
Eaton Vance Management
Massachusetts
$1.33M +$33.8K +260 +3%
ADL
202
Asset Dedication LLC
California
$1.3M +$384K +2,952 +43%
RSS
203
Rosenblum Silverman Sutton
California
$1.3M -$42.4K -326 -3%
PIMG
204
Patriot Investment Management Group
Tennessee
$1.29M -$19.9K -153 -2%
IWA
205
Intercontinental Wealth Advisors
Texas
$1.28M -$61.4K -472 -5%
BPB
206
Badgley, Phelps & Bell
Washington
$1.26M -$162K -1,244 -12%
PWP
207
Personal Wealth Partners
Minnesota
$1.26M -$19.5K -150 -2%
CF
208
Centaurus Financial
California
$1.24M -$20.6K -158 -2%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$1.24M -$26K -200 -2%
5L
210
55I LLC
Massachusetts
$1.22M +$22.4K +172 +2%
PA
211
Pinnacle Associates
New York
$1.21M -$5.21K -40 -0.4%
HR
212
Hayden Royal
North Carolina
$1.21M -$14.8K -114 -1%
MWM
213
Modera Wealth Management
New Jersey
$1.18M -$18.2K -140 -2%
EWA
214
ERTS Wealth Advisors
Michigan
$1.18M -$349K -2,678 -23%
CHC
215
City Holding Co
West Virginia
$1.15M -$26K -200 -2%
SCG
216
Sonata Capital Group
Washington
$1.15M -$952K -7,318 -46%
APA
217
Allegiant Private Advisors
Florida
$1.12M -$33.8K -260 -3%
ACM
218
AlphaStar Capital Management
North Carolina
$1.11M +$820K +6,297 +290%
PCG
219
Private Capital Group
Connecticut
$1.09M – – –
FMN
220
Financial Management Network
California
$1.05M – – –
MA
221
MCF Advisors
Kentucky
$1.02M -$55.3K -425 -5%
CAM
222
Cresset Asset Management
Illinois
$1.01M +$203K +1,561 +26%
RIA
223
Regal Investment Advisors
Michigan
$980K +$961K +7,387 New
WB
224
WesBanco Bank
West Virginia
$969K +$1.56K +12 +0.2%
CS
225
Capital Square
Tennessee
$960K -$1.3K -10 -0.1%
7 8
9
10 11

IJT Hedge Fund Activity: Q2 2021 in Review

598 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2021, worth a combined $3.66B — up 5.2% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IJT positions and 30 closed out — a net gain of 18 holders — while 180 added to existing stakes and 199 trimmed.

The largest buyer was Kelly Financial Services, adding an estimated $811M. The largest seller was Johnson Midwest Financial, exiting entirely with an estimated $14.9M sold.

  • 598 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2021, up from 591 in Q1 2021.
  • Funds reported $3.66B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 48 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2021 and 30 closed out, a net change of +18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2021 was Kelly Financial Services, an estimated $811M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2021 was Johnson Midwest Financial, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2021.