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iShares S&P Small-Cap 600 Growth ETF
IJT

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: 451 → 463 (+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: 15 → 12 (-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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
2
Osaic Holdings
Osaic Holdings
Arizona
+$50.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$30M
4
OPS
Orion Portfolio Solutions
Nebraska
+$14.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.8M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$33.5M
3
Wells Fargo
Wells Fargo
California
-$25.6M
4
SS
Sunbelt Securities
Texas
-$14.3M
5
CFSG
Community Financial Services Group
Vermont
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
351
Norway Savings Bank
Maine
$126K +$4.68K +60 +4%
PA
352
Procyon Advisors
Connecticut
$122K – – –
RBC
353
Roble Belko & Company
Pennsylvania
$121K – – –
SWA
354
Sutton Wealth Advisors
Florida
$120K – – –
CCM
355
Covington Capital Management
California
$120K +$110K +1,416 New
PFO
356
Pathstone Family Office
New Jersey
$117K +$156 +2 +0.1%
DSC
357
Duncker Streett & Co
Missouri
$114K – – –
SSW
358
Smith Shellnut Wilson
Mississippi
$113K – – –
CTC
359
Central Trust Company
Missouri
$108K -$109K -1,404 -53%
IRAG
360
Investment Research & Advisory Group
Georgia
$106K – – –
IF
361
Ironwood Financial
Arizona
$106K – – –
OIA
362
Optimum Investment Advisors
Illinois
$105K -$15.6K -200 -14%
DI
363
Disciplined Investments
Oklahoma
$100K -$268K -3,438 -75%
IFAM
364
Institutional & Family Asset Management
Colorado
$99K – – –
CWP
365
CFM Wealth Partners
Texas
$98K – – –
SSB
366
Sandy Spring Bank
Maryland
$95K +$623 +8 +0.7%
JGIA
367
Jackson Grant Investment Advisers
Connecticut
$91K +$156 +2 +0.2%
S
368
SignatureFD
Georgia
$90K -$43.3K -556 -34%
BCA
369
Berman Capital Advisors
Georgia
$83K +$156 +2 +0.2%
LWANC
370
Laurel Wealth Advisors (North Carolina)
North Carolina
$81K – – –
QCG
371
Quadrant Capital Group
Ohio
$77K +$5.61K +72 +9%
TCOV
372
Trust Company of Vermont
Vermont
$75K +$68.4K +878 New
CFO
373
CVA Family Office
Colorado
$72K – – –
SMG
374
Spectrum Management Group
Indiana
$71K – – –
RIM
375
Rockbridge Investment Management
New York
$71K +$65K +834 New
13 14
15
16 17

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.