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iShares S&P Small-Cap 600 Growth ETF
IJT

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: 12 → 16 (+4)

31% more capital invested

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

16% more funds holding

Funds holding: 475 → 553 (+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

Top Buyers

1
IEFM
IQ EQ Fund Management
Ireland
+$34M
2
Stifel Financial
Stifel Financial
Missouri
+$21.4M
3
Morgan Stanley
Morgan Stanley
New York
+$12.6M
4
BCM
Brookstone Capital Management
Illinois
+$9.45M
5
MML Investors Services
MML Investors Services
Massachusetts
+$8.2M

Top Sellers

1
WIA
World Investment Advisors
California
-$22.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.8M
3
UCFA
United Capital Financial Advisors
Texas
-$13.8M
4
PL
Polianta Ltd
Jersey
-$12.2M
5
Bank of America
Bank of America
North Carolina
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
376
Capital City Trust
Florida
$252K +$225K +2,208 New
PP
377
Prosperity Planning
Missouri
$251K +$224K +2,197 New
PTB
378
Pioneer Trust Bank
Oregon
$251K +$224K +2,200 New
BBHC
379
Brown Brothers Harriman & Co
New York
$250K +$223K +2,190 New
MFW
380
Mosaic Family Wealth
Missouri
$250K +$223K +2,192 New
BPA
381
Beacon Pointe Advisors
California
$248K +$223K +2,184 New
SFG
382
StrategIQ Financial Group
Indiana
$246K +$220K +2,158 New
RFM
383
Royal Fund Management
Florida
$239K +$213K +2,094 New
AIA
384
Angeles Investment Advisors
California
$237K +$212K +2,079 New
AP
385
Advisor Partners
California
$234K +$209K +2,052 New
CG
386
Caprock Group
Idaho
$233K +$208K +2,040 New
FNBT
387
FineMark National Bank & Trust
Florida
$231K +$206K +2,022 New
GCP
388
GSA Capital Partners
United Kingdom
$231K +$206K +2,026 New
Comerica Bank
389
Comerica Bank
Texas
$228K +$185K +1,815 New
CT
390
Cambridge Trust
Massachusetts
$228K +$204K +2,000 New
CFA
391
Cahill Financial Advisors
Minnesota
$227K +$202K +1,986 New
AIFAIM
392
American Institute for Advanced Investment Management
Arizona
$227K +$203K +1,992 New
BMC
393
Beaton Management Company
Massachusetts
$226K +$202K +1,980 New
BJL
394
Brighton Jones LLC
Washington
$223K +$199K +1,956 New
Brown Advisory
395
Brown Advisory
Maryland
$219K -$136K -1,334 -41%
SF
396
Synovus Financial
Georgia
$218K +$193K +1,893 New
HCM
397
Hudson Capital Management
New Jersey
$216K -$81.3K -798 -30%
FFBTD
398
First Financial Bank - Trust Division
Ohio
$215K +$192K +1,886 New
AIP
399
Ameritas Investment Partners
Nebraska
$212K – – –
SC
400
SouthState Corp
Florida
$211K +$188K +1,848 New
14 15
16
17 18

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.