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iShares S&P Small-Cap 600 Growth ETF
IJT

593 hedge funds and large institutions have $3.53B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 40

1% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 175

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

1% less funds holding

Funds holding: 598 → 593 (-5)

4% less capital invested

Capital invested by funds: $3.66B → $3.53B (-$131M)

12.44% less ownership

Funds ownership: 69.63% → 57.19% (-12%)

Holders
593
Holders Change
-5
Holders Change %
-0.84%
% of All Funds
10.38%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
45
Increased
176
Reduced
175
Closed
40
Calls
$871K
Puts
–
Net Calls
+$871K
Net Calls Change
-$150K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$81.1M
2
Bank of America
Bank of America
North Carolina
+$14.5M
3
PFPT
Pinnacle Financial Partners (Tennessee)
Tennessee
+$8.01M
4
UBS Group
UBS Group
Switzerland
+$7.92M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.57M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$821M
2
BCM
Brookstone Capital Management
Illinois
-$26.8M
3
Wells Fargo
Wells Fargo
California
-$18.4M
4
BFG
Barber Financial Group
Kansas
-$12.4M
5
PFA
Pinnacle Family Advisors
Missouri
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$471M +$81.1M +615,013 +20%
Wells Fargo
2
Wells Fargo
California
$297M -$18.4M -139,696 -6%
Bank of America
3
Bank of America
North Carolina
$258M +$14.5M +110,266 +6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$186M +$3.52M +26,706 +2%
UBS Group
5
UBS Group
Switzerland
$130M +$7.92M +60,105 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$130M -$1.68M -12,748 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$109M +$4.57M +34,646 +4%
LPL Financial
8
LPL Financial
California
$105M +$1.84M +13,970 +2%
M&T Bank
9
M&T Bank
New York
$100M -$2.05M -15,557 -2%
UCFA
10
United Capital Financial Advisors
Texas
$88.3M -$1.75M -13,254 -2%
GT
11
Glenmede Trust
Pennsylvania
$60M -$759K -5,762 -1%
Ameriprise
12
Ameriprise
Minnesota
$51.5M -$2.77M -21,037 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$45M -$3.48M -26,380 -7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$43.8M -$674K -5,114 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$39M -$620K -4,702 -2%
BFG
16
Barber Financial Group
Kansas
$39M -$12.4M -94,377 -24%
AAP
17
Arax Advisory Partners
Colorado
$36.7M +$1.8M +13,628 +5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$32.3M -$104K -786 -0.3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$28.8M -$9.34M -70,861 -24%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$27.5M +$733K +5,563 +3%
Stifel Financial
21
Stifel Financial
Missouri
$24.8M +$1.22M +9,263 +5%
SFI
22
SPC Financial Inc
Maryland
$24.6M -$1.31M -9,914 -5%
JP Morgan Chase
23
JP Morgan Chase
New York
$23.5M -$2.83M -21,493 -11%
MML Investors Services
24
MML Investors Services
Massachusetts
$23.5M +$3.66M +27,759 +18%
Truist Financial
25
Truist Financial
North Carolina
$23.4M -$531K -4,032 -2%
1
2 3 4 5

IJT Hedge Fund Activity: Q3 2021 in Review

593 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2021, worth a combined $3.53B — down 3.6% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IJT positions and 40 closed out — a net gain of 5 holders — while 176 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $81.1M. The largest seller was Kelly Financial Services, cutting an estimated $821M.

  • 593 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2021, down from 598 in Q2 2021.
  • Funds reported $3.53B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 45 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2021 and 40 closed out, a net change of +5 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2021 was Morgan Stanley, an estimated $81.1M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2021 was Kelly Financial Services, an estimated $821M sold.

Based on aggregated 13F filings for Q3 2021.