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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
QCMC
301
Quantum Capital Management (California)
California
$253K -$3.9K -50 -2%
CHA
302
Carmichael Hill & Associates
Maryland
$253K
GMA
303
Goldstein Munger & Associates
California
$252K
JPG
304
Jordan Park Group
California
$252K
PMG
305
ProVise Management Group
Florida
$251K
FDS
306
Freedom Day Solutions
Texas
$250K +$2.34K +30 +1%
WCF
307
West Coast Financial
California
$241K +$221K +2,834 New
EWA
308
EP Wealth Advisors
California
$240K +$220K +2,822 New
AC
309
Alexandria Capital
Virginia
$240K +$220K +2,824 New
CF
310
Centaurus Financial
California
$237K +$70.9K +910 +48%
CCP
311
Corient Capital Partners
California
$237K +$217K +2,786 New
22CM
312
20/20 Capital Management
California
$236K +$196K +2,516 New
AC
313
Abbrea Capital
California
$236K +$217K +2,780 New
SEI Investments
314
SEI Investments
Pennsylvania
$236K +$218K +2,802 New
ATC
315
Argent Trust Co
Tennessee
$234K +$215K +2,760 New
STA
316
Summit Trail Advisors
New York
$229K -$764K -9,804 -78%
AB
317
Atlas Brown
Kentucky
$228K +$209K +2,688 New
GCMG
318
Gyroscope Capital Management Group
Florida
$227K +$208K +2,668 New
ABTD
319
Arvest Bank Trust Division
Oklahoma
$227K +$208K +2,674 New
HCP
320
Holt Capital Partners
Texas
$225K +$207K +2,650 New
BFPW
321
BOK Financial Private Wealth
Colorado
$224K -$403K -5,170 -66%
GWM
322
Geneos Wealth Management
Colorado
$221K
GBT
323
Grove Bank & Trust
Florida
$221K +$203K +2,600 New
CCA
324
Clearwater Capital Advisors
Illinois
$220K -$171K -2,194 -46%
GEA
325
Glen Eagle Advisors
New Jersey
$219K -$92K -1,180 -31%

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.