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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
CFD
426
Creative Financial Designs
Indiana
$153K -$429K -4,207 -76%
SSW
427
Smith Shellnut Wilson
Mississippi
$152K +$112K +1,097 +465%
IRAG
428
Investment Research & Advisory Group
Georgia
$148K +$4.89K +48 +4%
OIA
429
Optimum Investment Advisors
Illinois
$142K – – –
DI
430
Disciplined Investments
Oklahoma
$134K – – –
IFAM
431
Institutional & Family Asset Management
Colorado
$134K – – –
JGIA
432
Jackson Grant Investment Advisers
Connecticut
$124K +$204 +2 +0.2%
CTC
433
Central Trust Company
Missouri
$119K -$11.4K -112 -10%
HWA
434
Heritage Wealth Advisors
Virginia
$114K – – –
SSB
435
Sandy Spring Bank
Maryland
$110K -$102 -1 -0.1%
LWANC
436
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K +$102 +1 +0.1%
WEC
437
Winslow Evans & Crocker
Massachusetts
$105K +$41.4K +406 +79%
S
438
SignatureFD
Georgia
$103K -$1.53K -15 -2%
BCA
439
Berman Capital Advisors
Georgia
$102K -$9.07K -89 -9%
TCOV
440
Trust Company of Vermont
Vermont
$101K +$1.02K +10 +1%
CFO
441
CVA Family Office
Colorado
$97K – – –
QCG
442
Quadrant Capital Group
Ohio
$96K -$8.76K -86 -9%
SMG
443
Spectrum Management Group
Indiana
$96K – – –
MIM
444
Macroview Investment Management
Maryland
$93K +$2.45K +24 +3%
GAM
445
Gemmer Asset Management
California
$92K – – –
PIP
446
Peachtree Investment Partners
Florida
$92K +$204 +2 +0.2%
FFC
447
First Financial Corp
Indiana
$91K – – –
ICP
448
Interchange Capital Partners
Pennsylvania
$89K +$79.9K +784 New
LC
449
Lindbrook Capital
California
$85K – – –
CTFG
450
Capstone Triton Financial Group
Oklahoma
$85K +$76K +746 New
16 17
18
19 20

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.