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iShares S&P Small-Cap 600 Growth ETF

463 hedge funds and large institutions have $2.45B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 117 increasing their positions, 175 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

25% more capital invested

Capital invested by funds: $1.96B → $2.45B (+$483M)

5.79% more ownership

Funds ownership: 110.23%116.02% (+5.8%)

3% more funds holding

Funds holding: 451463 (+12)

2% less call options, than puts

Call options by funds: $381K | Put options by funds: $389K

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

33% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 175

Holders
463
Holders Change
+12
Holders Change %
+2.66%
% of All Funds
9.49%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
58
Increased
117
Reduced
175
Closed
43
Calls
$381K
Puts
$389K
Net Calls
-$8K
Net Calls Change
-$408K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
226
IHT Wealth Management
Illinois
$473K -$38.8K -498 -8%
ATFA
227
All Terrain Financial Advisors
Minnesota
$473K -$17.8K -228 -4%
CFD
228
Creative Financial Designs
Indiana
$472K -$41.9K -538 -9%
SIC
229
Shoker Investment Counsel
Ohio
$472K +$433K +5,560 New
CW
230
CreativeOne Wealth
Kansas
$472K +$433K +5,562 New
SB
231
Simmons Bank
Arkansas
$465K
HCM
232
Hudson Capital Management
New Jersey
$460K -$251K -3,222 -37%
WTC
233
WhitTier Trust Company
Nevada
$457K -$12.3K -158 -3%
NL
234
NWAM LLC
Washington
$453K +$5.46K +70 +1%
FNBOO
235
First National Bank of Omaha
Nebraska
$450K
AWM
236
AE Wealth Management
Kansas
$441K +$405K +5,192 New
Cerity Partners
237
Cerity Partners
New York
$437K -$618K -7,930 -61%
FNBOSM
238
First National Bank of South Miami
Florida
$434K +$111K +1,420 +38%
3AM
239
3D Asset Management
Connecticut
$433K -$85.6K -1,098 -18%
TWP
240
Total Wealth Planning
Ohio
$432K -$10.3K -132 -3%
First Trust Advisors
241
First Trust Advisors
Illinois
$431K -$6.39K -82 -2%
AIM
242
Allen Investment Management
New York
$424K
FMWA
243
Forvis Mazars Wealth Advisors
Missouri
$423K +$5.46K +70 +1%
CAG
244
Csenge Advisory Group
Florida
$420K +$386K +4,948 New
DADC
245
D.A. Davidson & Co
Montana
$412K -$34K -436 -8%
CWM
246
Cahaba Wealth Management
Georgia
$412K -$15.4K -198 -4%
HW
247
Hancock Whitney
Mississippi
$400K -$14.5K -186 -4%
JIC
248
Johnson Investment Counsel
Ohio
$393K +$19.5K +250 +6%
FWP
249
FAS Wealth Partners
Kansas
$391K +$39.4K +506 +12%
CBFP
250
Cedar Brook Financial Partners
Ohio
$387K +$355K +4,560 New

IJT Hedge Fund Activity: Q2 2020 in Review

463 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2020, worth a combined $2.45B — up 25% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IJT positions and 43 closed out — a net gain of 15 holders — while 117 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $67.8M.

  • 463 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2020, up from 451 in Q1 2020.
  • Funds reported $2.45B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 58 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2020 and 43 closed out, a net change of +15 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $106M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2020 was Fidelity Investments, an estimated $67.8M sold.

Based on aggregated 13F filings for Q2 2020.