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iShares S&P Small-Cap 600 Growth ETF
IJT

703 hedge funds and large institutions have $3.91B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 228 increasing their positions, 218 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $237K

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

15% more capital invested

Capital invested by funds: $3.39B → $3.91B (+$515M)

8.42% more ownership

Funds ownership: 58.44% → 66.85% (+8.4%)

3% more funds holding

Funds holding: 685 → 703 (+18)

5% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 218

Holders
703
Holders Change
+18
Holders Change %
+2.63%
% of All Funds
10.09%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
63
Increased
228
Reduced
218
Closed
39
Calls
$1.24M
Puts
$237K
Net Calls
+$1M
Net Calls Change
-$152K

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$587M
2
RFM
Royal Fund Management
Florida
+$24.1M
3
CJH
Christopher J. Hasenberg
Wisconsin
+$22.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$18M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$13.9M

Top Sellers

1
WIA
World Investment Advisors
California
-$28.9M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$28.3M
3
PFS
Prospera Financial Services
Texas
-$7.88M
4
CWM
Cordatus Wealth Management
Pennsylvania
-$7.18M
5
PL
Polianta Ltd
Jersey
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$446M +$10.9M +80,835 +3%
Bank of America
2
Bank of America
North Carolina
$260M +$4.7M +34,835 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$187M +$271K +2,008 +0.1%
Wells Fargo
4
Wells Fargo
California
$161M -$3.61M -26,765 -2%
UBS Group
5
UBS Group
Switzerland
$158M +$346K +2,565 +0.2%
DWM
6
Dynasty Wealth Management
Florida
$154M +$587M +4,354,688 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$142M -$3.08M -22,800 -2%
LPL Financial
8
LPL Financial
California
$120M +$11.1M +82,307 +11%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$83.3M +$18M +133,600 +29%
Ameriprise
10
Ameriprise
Minnesota
$68.6M +$1.53M +11,372 +2%
M&T Bank
11
M&T Bank
New York
$68.5M -$625K -4,637 -0.9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$56.3M +$3.46M +25,626 +7%
GT
13
Glenmede Trust
Pennsylvania
$53.3M -$355K -2,631 -0.7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$52M +$2.24M +16,640 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$48.2M -$2.14M -15,839 -4%
OCM
16
One Capital Management
California
$47.9M +$2.19M +16,225 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$46M +$2.35M +17,439 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$42.4M -$67.7K -502 -0.2%
Cerity Partners
19
Cerity Partners
New York
$38.8M +$2.15M +15,914 +6%
FWP
20
Falcon Wealth Planning
California
$31.1M +$2.8M +20,742 +10%
OAM
21
Oppenheimer Asset Management
New York
$27.4M -$415K -3,080 -2%
MGIA
22
Moneta Group Investment Advisors
Missouri
$27.2M +$535K +3,969 +2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$27.2M +$87.4K +648 +0.3%
SFI
24
SPC Financial Inc
Maryland
$26.9M -$944K -7,000 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$26.8M -$749K -5,553 -3%
1
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IJT Hedge Fund Activity: Q3 2024 in Review

703 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2024, worth a combined $3.91B — up 15% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJT positions and 39 closed out — a net gain of 24 holders — while 228 added to existing stakes and 218 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $587M. The largest seller was World Investment Advisors, cutting an estimated $28.9M.

  • 703 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2024, up from 685 in Q2 2024.
  • Funds reported $3.91B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 63 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2024 and 39 closed out, a net change of +24 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2024 was Dynasty Wealth Management, an estimated $587M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2024 was World Investment Advisors, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2024.