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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
FHA
376
Flagship Harbor Advisors
Massachusetts
$70K -$10.4K -134 -14%
WEC
377
Winslow Evans & Crocker
Massachusetts
$70K -$312 -4 -0.5%
GAM
378
Gemmer Asset Management
California
$69K
FFC
379
First Financial Corp
Indiana
$68K
PIP
380
Peachtree Investment Partners
Florida
$68K +$39.1K +502 +165%
MIM
381
Macroview Investment Management
Maryland
$67K -$935 -12 -2%
LC
382
Lindbrook Capital
California
$64K
BFEC
383
Benjamin F. Edwards & Company
Missouri
$61K -$560K -7,186 -91%
IFA
384
Interactive Financial Advisors
Illinois
$61K +$55.8K +716 New
BWL
385
Bogart Wealth LLC
Virginia
$55K -$11.7K -150 -19%
WCAMG
386
Woodard & Company Asset Management Group
North Carolina
$54K
PCTC
387
Perkins Coie Trust Company
Washington
$52K
SIAP
388
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K
CG
389
Cutler Group
California
$50K +$46.6K +598 New
RG
390
Retirement Group
California
$49K +$45.4K +582 New
BA
391
Ballast Advisors
Minnesota
$47K
GIP
392
Granite Investment Partners
California
$46K +$623 +8 +2%
OC
393
Oakworth Capital
Alabama
$44K
EFSCE
394
Enterprise Financial Services Corp (EFSC)
Missouri
$42K
PWP
395
Principle Wealth Partners
Connecticut
$41K +$37.7K +484 New
FWM
396
Filbrandt Wealth Management
Wisconsin
$40K +$36.6K +470 New
APWA
397
Atlas Private Wealth Advisors
New Jersey
$37K +$33.5K +430 New
AIA
398
Armor Investment Advisors
North Carolina
$36K
AWM
399
Apollon Wealth Management
South Carolina
$34K +$31.6K +406 New
MPCG
400
Matrix Private Capital Group
New York
$33K

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.