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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
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$7.79K -100 -23%
BCWM
402
Bartlett & Co Wealth Management
Ohio
$27.2K +$24.9K +320 New
BC
403
Bartlett & Co
Ohio
$27K +$24.9K +320 New
CAC
404
Certified Advisory Corp
Florida
$26K -$161K -2,060 -87%
EWM
405
Endurance Wealth Management
Rhode Island
$26K
HPC
406
HM Payson & Co
Maine
$26K
PB
407
Pinnacle Bancorp
Nebraska
$26K
ST
408
Smithfield Trust
Pennsylvania
$25K
BWM
409
Baystate Wealth Management
Massachusetts
$24K -$156 -2 -0.7%
CT
410
Caldwell Trust
Florida
$23.8K
SWM
411
Selective Wealth Management
Virginia
$23K +$20.9K +268 New
HIA
412
Harbor Investment Advisory
Maryland
$22K -$191K -2,456 -90%
EWP
413
Engrave Wealth Partners
Texas
$21K
CAAS
414
Capital Asset Advisory Services
Michigan
$21K +$8.88K +114 +104%
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$20K -$368K -4,728 -95%
CWC
416
Carolinas Wealth Consulting
North Carolina
$19K
AssetMark Inc
417
AssetMark Inc
California
$19K +$2.65K +34 +18%
GTAM
418
Global Trust Asset Management
Florida
$18K
JWA
419
JFS Wealth Advisors
Pennsylvania
$18K
FCM
420
Firestone Capital Management
Florida
$17K
AA
421
Ancora Advisors
Ohio
$17K +$779 +10 +5%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$16K -$4.36K -56 -23%
CFB
423
Cullen/Frost Bankers
Texas
$15K -$14K -180 -51%
AAP
424
Arax Advisory Partners
Colorado
$14K +$12.6K +162 New
AF
425
Allworth Financial
California
$14K +$13.2K +170 New

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.