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iShares S&P Small-Cap 600 Growth ETF
IJT

714 hedge funds and large institutions have $3.47B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 207 increasing their positions, 261 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,022% more call options, than puts

Call options by funds: $573K | Put options by funds: $27K

0.43% more ownership

Funds ownership: 59.22% → 59.65% (+0.43%)

5% less funds holding

Funds holding: 752 → 714 (-38)

9% less capital invested

Capital invested by funds: $3.83B → $3.47B (-$357M)

21% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 261

22% less funds holding in top 10

Funds holding in top 10: 18 → 14 (-4)

39% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 69

Holders
714
Holders Change
-38
Holders Change %
-5.05%
% of All Funds
9.57%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
42
Increased
207
Reduced
261
Closed
69
Calls
$573K
Puts
$27K
Net Calls
+$546K
Net Calls Change
-$699K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.9M
2
Bank of America
Bank of America
North Carolina
+$20.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$12.8M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
PFS
Prospera Financial Services
Texas
+$8.44M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$29.7M
2
WIA
World Investment Advisors
California
-$17.4M
3
M
MATAURO
New York
-$11.9M
4
FWP
Falcon Wealth Planning
California
-$10.2M
5
SWA
Stratos Wealth Advisors
Ohio
-$9.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$407M +$11M +82,425 +3%
Bank of America
2
Bank of America
North Carolina
$258M +$20.1M +150,193 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$203M +$36.9M +275,771 +20%
Wells Fargo
4
Wells Fargo
California
$152M -$3.62M -27,089 -2%
UBS Group
5
UBS Group
Switzerland
$138M -$5.44M -40,671 -4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$125M -$2.57M -19,184 -2%
LPL Financial
7
LPL Financial
California
$111M +$6.21M +46,427 +6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$99.8M +$12.8M +95,583 +14%
Ameriprise
9
Ameriprise
Minnesota
$63.4M -$272K -2,033 -0.4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$62.8M +$2.09M +15,629 +3%
M&T Bank
11
M&T Bank
New York
$55.6M -$2.92M -21,865 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$54.8M +$1.88M +14,083 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$45.2M -$4.53M -33,899 -9%
HighTower Advisors
14
HighTower Advisors
Illinois
$45.1M +$1.14M +8,540 +2%
GT
15
Glenmede Trust
Pennsylvania
$44.7M -$959K -7,172 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$43.3M -$5.39M -40,329 -10%
OCM
17
One Capital Management
California
$38.4M -$2.44M -18,260 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$37.4M -$2.92M -21,837 -7%
Brown Advisory
19
Brown Advisory
Maryland
$36.9M +$5.69M +42,548 +17%
Cerity Partners
20
Cerity Partners
New York
$36.3M +$1.49M +11,177 +4%
BFA
21
Beaumont Financial Advisors
Massachusetts
$30.1M +$294K +2,195 +0.9%
SFI
22
SPC Financial Inc
Maryland
$25M +$433K +3,238 +2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$24.5M +$145K +1,086 +0.6%
OAM
24
Oppenheimer Asset Management
New York
$24.5M -$529K -3,959 -2%
MGIA
25
Moneta Group Investment Advisors
Missouri
$24.4M +$180K +1,347 +0.7%
1
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IJT Hedge Fund Activity: Q1 2025 in Review

714 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2025, worth a combined $3.47B — down 9.3% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of IJT and 42 opened new positions — a net loss of 27 holders — while 261 trimmed existing stakes and 207 added.

The largest buyer was Fidelity Investments, adding an estimated $36.9M. The largest seller was Essential Planning, cutting an estimated $29.7M.

  • 714 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2025, down from 752 in Q4 2024.
  • Funds reported $3.47B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2025, down 9.3% quarter-over-quarter.
  • 42 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2025 and 69 closed out, a net change of -27 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2025 was Fidelity Investments, an estimated $36.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2025 was Essential Planning, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2025.