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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
ACA
401
Aptus Capital Advisors
Alabama
$211K +$189K +1,858 New
SNBOSD
402
Security National Bank of So Dak
Iowa
$210K +$187K +1,838 New
FHC
403
First Heartland Consultants
Missouri
$207K +$185K +1,816 New
KLI
404
Kelman-Lazarov Inc
Tennessee
$206K +$183K +1,800 New
PA
405
PFG Advisors
Arizona
$205K +$183K +1,794 New
FNBTCON
406
First National Bank & Trust Co of Newtown
Pennsylvania
$205K +$183K +1,798 New
VNA
407
Valley National Advisers
Pennsylvania
$203K – – –
PPWM
408
PFG Private Wealth Management
Florida
$202K +$181K +1,772 New
AFAS
409
Acorn Financial Advisory Services
Virginia
$202K +$181K +1,774 New
BW
410
Bison Wealth
Georgia
$198K – – –
CBT
411
Central Bank & Trust
Kentucky
$198K – – –
FFW
412
Fusion Family Wealth
New York
$198K – – –
GC
413
Garde Capital
Washington
$197K +$177K +1,732 New
RFWA
414
RPg Family Wealth Advisory
Massachusetts
$181K -$44K -432 -21%
PMFA
415
Plante Moran Financial Advisors
Michigan
$181K – – –
AP
416
Atwood & Palmer
Missouri
$179K +$1.02K +10 +0.6%
PFO
417
Pathstone Family Office
New Jersey
$178K +$18.5K +182 +13%
COCM
418
Charter Oak Capital Management
New Hampshire
$177K +$158K +1,547 New
RDFA
419
Ritter Daniher Financial Advisory
Ohio
$177K +$158K +1,552 New
CFA
420
Carroll Financial Associates
North Carolina
$176K +$151K +1,480 +2,387%
RBC
421
Roble Belko & Company
Pennsylvania
$162K – – –
SWA
422
Sutton Wealth Advisors
Florida
$162K – – –
IA
423
IndexIQ Advisors
New York
$159K -$121K -1,184 -46%
CTB
424
Country Trust Bank
Illinois
$155K -$15.6K -153 -10%
DSC
425
Duncker Streett & Co
Missouri
$154K – – –
15 16
17
18 19

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.