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iShares S&P Small-Cap 600 Growth ETF

483 hedge funds and large institutions have $3.1B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 135 increasing their positions, 176 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $2.88B → $3.1B (+$216M)

3% more funds holding

Funds holding: 468483 (+15)

2.2% more ownership

Funds ownership: 110.73%112.94% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

23% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 176

Holders
483
Holders Change
+15
Holders Change %
+3.21%
% of All Funds
10.45%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
63
Increased
135
Reduced
176
Closed
40
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$300M -$19.5M -220,914 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$293M -$6.13M -69,328 -2%
Wells Fargo
3
Wells Fargo
California
$264M -$17.5M -197,518 -6%
Bank of America
4
Bank of America
North Carolina
$223M +$2.52M +28,516 +1%
M&T Bank
5
M&T Bank
New York
$153M +$4.61M +52,180 +3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$140M -$351K -3,968 -0.3%
UBS Group
7
UBS Group
Switzerland
$114M +$13.6M +153,480 +14%
Ameriprise
8
Ameriprise
Minnesota
$101M -$764K -8,644 -0.8%
Stifel Financial
9
Stifel Financial
Missouri
$98.1M -$13.4M -151,532 -12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$95.6M -$374K -4,232 -0.4%
LPL Financial
11
LPL Financial
California
$88.8M -$24.4M -276,580 -22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$85.3M +$17.6M +199,484 +26%
UCFA
13
United Capital Financial Advisors
Texas
$63.8M +$1.05M +11,882 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$43.6M -$1.92M -21,672 -4%
BFA
15
Beaumont Financial Advisors
Massachusetts
$31.7M +$1.25M +14,148 +4%
FAM
16
Formidable Asset Management
Ohio
$29.5M +$49.1M +555,844 New
JP Morgan Chase
17
JP Morgan Chase
New York
$23.1M +$746K +8,438 +3%
Mariner
18
Mariner
Kansas
$20.7M +$3.13M +35,446 +18%
TYCC
19
Texas Yale Capital Corp
Florida
$20.5M +$10.2M +115,058 +100%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$20M -$5.05M -57,106 -20%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$801K +9,060 +5%
VFA
22
Voya Financial Advisors
Connecticut
$17.9M +$1.45M +16,362 +9%
SL
23
Salomon & Ludwin
Virginia
$17.5M +$191K +2,166 +1%
CC
24
Chanos & Company
New York
$16.9M +$5.47M +61,944 +49%
Truist Financial
25
Truist Financial
North Carolina
$16.7M +$5.3M +59,986 +47%

IJT Hedge Fund Activity: Q1 2019 in Review

483 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2019, worth a combined $3.1B — up 7.5% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJT positions and 40 closed out — a net gain of 23 holders — while 135 added to existing stakes and 176 trimmed.

The largest buyer was Formidable Asset Management, opening a new position worth an estimated $49.1M. The largest seller was LPL Financial, cutting an estimated $24.4M.

  • 483 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2019, up from 468 in Q4 2018.
  • Funds reported $3.1B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2019, up 7.5% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2019 and 40 closed out, a net change of +23 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2019 was Formidable Asset Management, an estimated $49.1M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2019 was LPL Financial, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2019.