iShares S&P Small-Cap 600 Growth ETF

IJT • NASDAQ

iShares S&P Small-Cap 600 Growth ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 708 institutional investors hold shares in this ETF, with total holdings valued at $3.8B. MORGAN STANLEY is the largest holder with a position valued at $449.8M.

Overview

Overview of institutional ownership in IJT as of Q3 2025

All Institutions

Institutions: 708
Value Held: $3.8B
Shares Held: 26.8M
Avg Position: $5.4M
Median Position: $546.3K

Hedge Funds

Hedge Funds: 5
Value Held: $3.7M
Shares Held: 25.8K
Avg Position: $730.6K
Median Position: $520.0K

Biggest Investors

Institutions with the largest positions in IJT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$449.8M 0.03% of portfolio	3.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$286.1M 0.02% of portfolio	2.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
FMR LLC Institution	-	$224.7M 0.01% of portfolio	1.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$157.5M 0.03% of portfolio	1.1M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
UBS Group AG Institution	Sergio P. Ermotti CEO	$151.1M 0.03% of portfolio	1.1M shares	Q4 2014 Held for 10y 11m	$511.54B
L LPL Financial LLC Institution	-	$134.7M 0.04% of portfolio	952.2K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$127.3M 0.08% of portfolio	899.5K shares	≤ Q2 2013 Held for 12y 5m+	$164.83B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$115.8M 0.08% of portfolio	818.1K shares	≤ Q2 2013 Held for 12y 5m+	$149.83B
M&T BANK CORP Institution	René F. Jones CEO	$77.9M 0.26% of portfolio	550.2K shares	≤ Q2 2013 Held for 12y 5m+	$29.5B
B BROWN ADVISORY INC RIA/Wealth	David Alan Miller Founder	$75.9M 0.10% of portfolio	536.3K shares	Q4 2015 Held for 9y 11m	$74.0B

Net Capital Flow

Institutional buying and selling activity for IJT in Q3 2025

Traded: −$35.1M
Buyers: 258
Sellers: 292
Total Bought: +$164.7M
Total Sold: −$199.8M
Avg Position: $5.0M

Biggest Buyers

Institution	Net Bought	Current Position
M&T BANK CORP Institution	+$18.5M +130.9K shares	$77.9M 550.2K shares
Cetera Investment Advisers RIA/Wealth	+$15.6M +110.6K shares	$23.8M 168.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$13.9M +98.6K shares	$65.1M 460.4K shares
L LPL Financial LLC Institution	+$9.8M +69.5K shares	$134.7M 952.2K shares
B BROWN ADVISORY INC RIA/Wealth	+$9.2M +65.2K shares	$75.9M 536.3K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$7.2M +50.6K shares	$7.2M 50.6K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	+$6.3M +44.7K shares	$18.7M 132.5K shares
FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth	+$5.4M +38.2K shares	$6.0M 42.6K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$4.6M +32.5K shares	$8.2M 58.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	+$4.5M +32.0K shares	$4.5M 32.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Pensionmark Financial Group, LLC Pension/Endowment	−$23.0M −162.2K shares	$2.4M 17.2K shares
SRS Capital Advisors, Inc. RIA/Wealth	−$18.5M −139.3K shares	Sold Off 0 shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$17.8M −134.0K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$16.1M −114.1K shares	$449.8M 3.2M shares
R ROYAL BANK OF CANADA Institution	−$14.4M −101.9K shares	$38.1M 269.4K shares
AMERIPRISE FINANCIAL INC Institution	−$13.4M −94.9K shares	$49.3M 348.5K shares
IFP Advisors, Inc RIA/Wealth	−$11.0M −77.4K shares	$1.3M 9.1K shares
Prospera Financial Services RIA/Wealth	−$8.5M −59.9K shares	$864.7K 6.1K shares
C CI Private Wealth, LLC RIA/Wealth	−$7.8M −55.4K shares	$6.9M 48.9K shares
O One Capital Management, LLC RIA/Wealth	−$4.1M −28.6K shares	$13.6M 96.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IJT in Q3 2025

New Positions: 19
New Value: $6.9M
Exited Positions: 52
Exited Value: $57.0M

New Positions

Institution	Position Value
BANK OF NOVA SCOTIA / Institution	$2.8M 20.0K shares
PETERSEN FLYNN & DINSMORE INC RIA/Wealth	$1.7M 12.1K shares
X XTX Topco Ltd Institution	$495.8K 3.5K shares
Armis Advisers, LLC RIA/Wealth	$431.1K 3.1K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$289.8K 2.0K shares
E Equity Wealth Partners, LLC RIA/Wealth	$287.2K 2.0K shares
R Rede Wealth, LLC RIA/Wealth	$253.4K 1.8K shares
Balboa Wealth Partners RIA/Wealth	$234.8K 1.7K shares
Orion Capital Management LLC RIA/Wealth	$160.8K 1.1K shares
R Root Financial Partners, LLC RIA/Wealth	$63.1K 446.0 shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$18.5M 139.3K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$17.8M 134.0K shares
Redwood Investment Management, LLC Long Only Manager	$4.0M 30.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.3M 24.5K shares
Financial Advocates Investment Management RIA/Wealth	$2.7M 20.2K shares
H HRT FINANCIAL LLC Institution	$2.4M 18.3K shares
T Tower Research Capital LLC Institution	$2.0M 14.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$784.9K 5.9K shares
Amplius Wealth Advisors, LLC RIA/Wealth	$676.2K 5.1K shares
L Lion Street Advisors, LLC RIA/Wealth	$610.7K 4.6K shares

Options Activity

Institutions with the largest Call and Put options positions in IJT as of Q3 2025

Call Positions: 1
Call Value: $1.1M
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.1M 75.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IJT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Palisades Hudson Asset Management, L.P. RIA/Wealth	Eric Anthony Meermann President	5.65% $14.9M	105.4K shares	Q1 2016 Held for 9y 8m	$263.8M
Sterling Financial Planning, Inc. RIA/Wealth	Nicholas Anthony Nicolette President	5.55% $17.6M	124.2K shares	Q4 2020 Held for 4y 11m	$316.8M
FORTRESS FINANCIAL GROUP, LLC RIA/Wealth	Daniel Edward Langworthy Founder	5.19% $6.6M	46.8K shares	Q4 2024 Held for 11 months	$127.5M
Clayton Financial Group LLC RIA/Wealth	Kenneth John Bower CEO	4.64% $6.4M	44.9K shares	Q4 2023 Held for 1y 11m	$136.9M
L LTG Capital LLC RIA/Wealth	Ariel Felipe Acuna Owner	3.27% $4.2M	29.4K shares	Q4 2021 Held for 3y 11m	$127.1M
F Future Fund LLC Institution	-	3.21% $9.1M	64.2K shares	Q2 2025 Held for 5 months	$283.4M
Cypress Capital Management LLC RIA/Wealth	Matthew Mcgregor Ebzery Managing Partner	2.76% $2.7M	19.4K shares	Q4 2024 Held for 11 months	$99.4M
C Cottage Street Advisors LLC Institution	-	2.70% $6.4M	45.0K shares	Q4 2015 Held for 9y 11m	$235.5M
Schneider Downs Wealth Management Advisors, LP RIA/Wealth	Derek Joseph Eichelberger CEO	2.66% $22.3M	157.6K shares	Q4 2022 Held for 2y 11m	$839.5M
Probity Advisors, Inc. RIA/Wealth	Porter Louis Ozanne CEO	2.51% $15.4M	109.1K shares	Q2 2023 Held for 2y 5m	$615.9M

Hedge Fund Spotlight

Discover hedge funds investing in IJT

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Hedge Fund • Multi-Strategy

Portfolio ManagerJr. Robert Holt

Portfolio Value: $622.8M
Positions: 147
Last Reported: Q3 2025

Sector Allocation

Position in iShares S&P Small-Cap 600 Growth ETF

Market Value: $264.6K
Shares Held: 1.9K
Portfolio Weight: 0.04%
Owned Since: 2013-Q4

Top Holding	Sector	Market Value	Weight
1 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$52.5M	8.43%
2 Technology Select Sector SPDR Fund XLK	ETF ETF	$48.5M	7.79%
3 Invesco QQQ Trust QQQ	ETF ETF	$37.0M	5.94%