We are live on ! Find out more
IJT icon

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
SFG
251
Summit Financial Group
West Virginia
$385K -$15.6K -200 -4%
JF
252
JSF Financial
California
$377K +$468 +6 +0.1%
APWM
253
Atlas Private Wealth Management
New York
$375K
MFW
254
Meristem Family Wealth
Minnesota
$375K
AIP
255
Ahrens Investment Partners
Louisiana
$373K -$296K -3,800 -46%
SBIA
256
Sheaff Brock Investment Advisors
Indiana
$368K +$15.6K +200 +5%
RJT
257
Raymond James Trust
Florida
$365K -$358K -4,596 -52%
CA
258
Claro Advisors
Massachusetts
$365K +$17.9K +230 +6%
IA
259
IFG Advisory
Georgia
$359K
SXL
260
Summit X LLC
Missouri
$346K
NWP
261
Northstar Wealth Partners
Connecticut
$340K -$85.7K -1,100 -22%
PBO
262
Peoples Bank (Ohio)
Ohio
$333K +$306K +3,926 New
MC
263
Moors & Cabot
Massachusetts
$332K +$34.4K +442 +13%
NFC
264
Northeast Financial Consultants
Connecticut
$328K
LCM
265
Liberty Capital Management
Michigan
$326K
GG
266
Gofen & Glossberg
Illinois
$321K +$312 +4 +0.1%
MOS
267
MGO One Seven
Ohio
$320K +$294K +3,770 New
AF
268
Affiance Financial
Minnesota
$317K
CIR
269
Clear Investment Research
Georgia
$316K -$15.3K -196 -5%
CFG
270
Citizens Financial Group
Rhode Island
$315K +$623 +8 +0.2%
GL
271
Graypoint LLC
New York
$314K -$13.2K -170 -4%
BFA
272
Bragg Financial Advisors
North Carolina
$313K +$31.3K +402 +12%
GRP
273
Global Retirement Partners
California
$308K -$128K -1,646 -31%
LWA
274
LWS Wealth Advisors
New Jersey
$307K -$254K -3,258 -49%
LFGH
275
Lee Financial Group Hawaii
Hawaii
$307K +$282K +3,622 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.