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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
HFA
426
HC Financial Advisors
California
$12K
CIAS
427
Capital Investment Advisory Services
North Carolina
$11K
SIS
428
Sound Income Strategies
Florida
$11K
TIM
429
Tortoise Investment Management
New York
$11K
DAM
430
Delta Asset Management
Tennessee
$10K
Barclays
431
Barclays
United Kingdom
$9K
LWM
432
Lenox Wealth Management
Ohio
$9K
SWM
433
Sugarloaf Wealth Management
Georgia
$9K
GI
434
Gradient Investments
Minnesota
$8K
LDFR
435
Lehman & Derafelo Financial Resources
Pennsylvania
$8K
TL
436
TrueWealth LLC
Georgia
$8K
BWP
437
Baldwin Wealth Partners
Massachusetts
$7K
CB
438
CNB Bank
Pennsylvania
$7K
VCM
439
Versant Capital Management
Arizona
$7K
TFO
440
Tarbox Family Office
California
$7K +$6.39K +82 New
RDWM
441
Red Door Wealth Management
Tennessee
$6K
RP
442
Rice Partnership
Hawaii
$6K
BAMG
443
Brand Asset Management Group
Missouri
$5K -$4.83K -62 -53%
CFA
444
Carroll Financial Associates
North Carolina
$5K
FFW
445
Fusion Family Wealth
New York
$5K
RFA
446
Reilly Financial Advisors
California
$5K
SBL
447
Sargent Bickham Lagudis
Colorado
$5K
NCM
448
New Capital Management
Texas
$5K +$4.21K +54 New
CI
449
Cordant Inc
Oregon
$4K
LWM
450
Liberty Wealth Management
California
$4K

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.