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iShares S&P Small-Cap 600 Growth ETF
IJT

752 hedge funds and large institutions have $3.83B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 234 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

7% more funds holding

Funds holding: 703 → 752 (+49)

6% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 220

2% less capital invested

Capital invested by funds: $3.91B → $3.83B (-$74.2M)

7.63% less ownership

Funds ownership: 66.85% → 59.22% (-7.6%)

Holders
752
Holders Change
+49
Holders Change %
+6.97%
% of All Funds
9.91%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
100
Increased
234
Reduced
220
Closed
38
Calls
$1.25M
Puts
–
Net Calls
+$1.25M
Net Calls Change
+$241K

Top Buyers

1
EP
Essential Planning
New Hampshire
+$31.4M
2
Brown Advisory
Brown Advisory
Maryland
+$28M
3
WIA
World Investment Advisors
California
+$19.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.4M
5
MHS
M Holdings Securities
Oregon
+$13.4M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$154M
2
RFM
Royal Fund Management
Florida
-$25M
3
CJH
Christopher J. Hasenberg
Wisconsin
-$23.3M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$14.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$432M -$984K -6,953 -0.2%
Bank of America
2
Bank of America
North Carolina
$260M +$7.57M +53,484 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$183M +$1.79M +12,648 +0.9%
Wells Fargo
4
Wells Fargo
California
$169M +$13.3M +93,776 +8%
UBS Group
5
UBS Group
Switzerland
$156M +$2.39M +16,857 +1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$138M +$457K +3,228 +0.3%
LPL Financial
7
LPL Financial
California
$114M -$2.95M -20,836 -2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$95.6M +$15.4M +108,634 +18%
Ameriprise
9
Ameriprise
Minnesota
$69.4M +$3.04M +21,493 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$66.1M +$12M +84,963 +21%
M&T Bank
11
M&T Bank
New York
$63.4M -$3.2M -22,623 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$57.7M +$11.4M +80,886 +23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$53.7M +$3.38M +23,918 +6%
Raymond James Financial
14
Raymond James Financial
Florida
$52.5M +$54.9M +388,154 New
GT
15
Glenmede Trust
Pennsylvania
$49.5M -$2.26M -15,948 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$47.8M +$3.34M +23,640 +7%
OCM
17
One Capital Management
California
$44.2M -$2.31M -16,328 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$43.7M +$2.66M +18,795 +6%
Cerity Partners
19
Cerity Partners
New York
$38M +$305K +2,159 +0.8%
Brown Advisory
20
Brown Advisory
Maryland
$34.4M +$28M +197,787 +353%
BFA
21
Beaumont Financial Advisors
Massachusetts
$32.5M +$6.85M +48,416 +25%
EP
22
Essential Planning
New Hampshire
$31.9M +$31.4M +221,704 +6,397%
FWP
23
Falcon Wealth Planning
California
$31.4M +$1.25M +8,802 +4%
OAM
24
Oppenheimer Asset Management
New York
$27.2M +$624K +4,410 +2%
SFI
25
SPC Financial Inc
Maryland
$26.7M +$618K +4,370 +2%
1
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IJT Hedge Fund Activity: Q4 2024 in Review

752 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2024, worth a combined $3.83B — down 1.9% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJT positions and 38 closed out — a net gain of 62 holders — while 234 added to existing stakes and 220 trimmed.

The largest buyer was Essential Planning, adding an estimated $31.4M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $154M sold.

  • 752 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2024, up from 703 in Q3 2024.
  • Funds reported $3.83B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 100 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2024 and 38 closed out, a net change of +62 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2024 was Essential Planning, an estimated $31.4M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2024 was Dynasty Wealth Management, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2024.