We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

553 hedge funds and large institutions have $2.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

31% more capital invested

Capital invested by funds: $2.27B → $2.97B (+$706M)

16% more funds holding

Funds holding: 475553 (+78)

30% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 188

54.32% less ownership

Funds ownership: 111.06%56.74% (-54%)

Holders
553
Holders Change
+78
Holders Change %
+16.42%
% of All Funds
9.79%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
108
Increased
132
Reduced
188
Closed
19
Calls
$909K
Puts
Net Calls
+$909K
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
351
Bremer Bank National Association
Minnesota
$279K -$8.56K -84 -3%
TC
352
TAP Consulting
Missouri
$278K -$107K -1,049 -30%
HSA
353
HBK Sorce Advisory
Pennsylvania
$278K +$13.5K +132 +6%
YIA
354
YHB Investment Advisors
Connecticut
$276K
HR
355
Hardy Reed
Mississippi
$275K
WANY
356
Wealthspire Advisors (New York)
New York
$275K +$245K +2,404 New
BlackRock
357
BlackRock
New York
$273K -$11.2K -110 -4%
VFA
358
Valeo Financial Advisors
Indiana
$273K -$4.59K -45 -2%
MFG
359
Merit Financial Group
Georgia
$273K +$6.73K +66 +3%
MAFM
360
Mid Atlantic Financial Management
Pennsylvania
$273K +$244K +2,395 New
VVP
361
Venture Visionary Partners
Ohio
$267K +$239K +2,346 New
ACM
362
AlphaStar Capital Management
North Carolina
$266K -$221K -2,168 -50%
AFP
363
Ausdal Financial Partners
Iowa
$265K -$24.9K -244 -10%
FPS
364
Fieldpoint Private Securities
Connecticut
$264K
WA
365
WealthTrust Axiom
Pennsylvania
$264K
ACA
366
Ackerman Capital Advisors
Texas
$263K
BO
367
BRR OpCo
Ohio
$263K
KA
368
Kovack Advisors
Florida
$263K +$235K +2,303 New
GRP
369
Global Retirement Partners
California
$262K -$123K -1,205 -34%
UR
370
USCA RIA
Texas
$262K
AB
371
Atlas Brown
Kentucky
$261K -$408 -4 -0.2%
KPW
372
Kore Private Wealth
New York
$259K -$15.3K -150 -6%
VC
373
Vicus Capital
Pennsylvania
$257K -$41.3K -405 -15%
ATIA
374
American Trust Investment Advisors
New Hampshire
$257K +$229K +2,250 New
CW
375
CreativeOne Wealth
Kansas
$252K -$993K -9,748 -82%

IJT Hedge Fund Activity: Q4 2020 in Review

553 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2020, worth a combined $2.97B — up 31% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IJT positions and 19 closed out — a net gain of 89 holders — while 132 added to existing stakes and 188 trimmed.

The largest buyer was IQ EQ Fund Management, opening a new position worth an estimated $34M. The largest seller was World Investment Advisors, cutting an estimated $22.9M.

  • 553 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2020, up from 475 in Q3 2020.
  • Funds reported $2.97B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 108 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2020 and 19 closed out, a net change of +89 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2020 was IQ EQ Fund Management, an estimated $34M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2020 was World Investment Advisors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2020.