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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
WIC
326
Whitegate Investment Counselors
New Hampshire
$217K -$1.04M -13,306 -84%
CAM
327
Cresset Asset Management
Illinois
$216K -$151K -1,938 -43%
BlackRock
328
BlackRock
New York
$216K -$27.1K -348 -12%
VFA
329
Valeo Financial Advisors
Indiana
$215K -$182K -2,330 -48%
BBNA
330
Bremer Bank National Association
Minnesota
$215K +$198K +2,538 New
CA
331
Clearstead Advisors
Ohio
$213K
M
332
MOTCO
Texas
$212K -$7.17K -92 -4%
CRC
333
Curi RMB Capital
Illinois
$210K +$192K +2,470 New
KWM
334
Kingsview Wealth Management
Oregon
$209K +$192K +2,464 New
VC
335
Vicus Capital
Pennsylvania
$208K -$158K -2,022 -45%
TNB
336
TCF National Bank
South Dakota
$207K +$177K +2,270 New
PL
337
Plancorp LLC
Missouri
$207K +$190K +2,442 New
NA
338
NewEdge Advisors
Louisiana
$201K -$91.5K -1,174 -33%
SCP
339
Syntal Capital Partners
Texas
$201K +$185K +2,370 New
SF
340
Synovus Financial
Georgia
$194K -$158K -2,032 -47%
BAM
341
Belpointe Asset Management
Nevada
$173K +$31.2K +400 +24%
RFWA
342
RPg Family Wealth Advisory
Massachusetts
$171K
AIP
343
Ameritas Investment Partners
Nebraska
$157K
VNA
344
Valley National Advisers
Pennsylvania
$151K
BW
345
Bison Wealth
Georgia
$147K -$44.9K -576 -25%
CBT
346
Central Bank & Trust
Kentucky
$147K
PMFA
347
Plante Moran Financial Advisors
Michigan
$135K -$73.3K -940 -37%
AP
348
Atwood & Palmer
Missouri
$132K
MFT
349
Moisand Fitzgerald Tamayo
Florida
$130K
CTB
350
Country Trust Bank
Illinois
$128K -$15.6K -200 -12%

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.