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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
LWA
451
Lowe Wealth Advisors
Maryland
$4K
RCA
452
Rowland Carmichael Advisors
Arizona
$4K
SIS
453
SVB Investment Services
Utah
$4K
HB
454
Horizon Bancorp
Indiana
$3K
PK
455
Pflug Koory
Nebraska
$3K
TFS
456
TrustCore Financial Services
Tennessee
$3K
SCA
457
Stonebridge Capital Advisors
Minnesota
$3K +$2.34K +30 New
JCM
458
Jacobi Capital Management
Pennsylvania
$3K +$12.3K +158 +439%
AW
459
Avion Wealth
Texas
$2K
JPLA
460
Joseph P. Lucia & Associates
New York
$2K
TAM
461
Townsend Asset Management
North Carolina
$2K
PWMG
462
Prestige Wealth Management Group
New Jersey
$1K -$18.9K -242 -95%
TFGT
463
TS Financial Group (TSFG)
Illinois
$1K
BWM
464
BerganKDV Wealth Management
Minnesota
$1K +$623 +8 +133%
MCM
465
MV Capital Management
Maryland
-$2.56M -37,146 Closed
TI
466
Trexquant Investment
Connecticut
-$1.09M -15,890 Closed
HC
467
HNP Capital
New York
-$842K -12,026 Closed
CA
468
Cornerstone Advisory
Maryland
-$698K -10,128 Closed
CSM
469
CAMG Solamere Management
North Carolina
-$627K -9,100 Closed
HR
470
Hayden Royal
North Carolina
-$505K -7,324 Closed
Kovitz Investment Group Partners
471
Kovitz Investment Group Partners
Illinois
-$496K -7,200 Closed
WP
472
WealthPLAN Partners
Nebraska
-$422K -5,868 Closed
WAM
473
Wealthspire Advisors (Maryland)
Maryland
-$304K -4,408 Closed
WANY
474
Wealthspire Advisors (New York)
New York
-$304K -4,408 Closed
CS
475
Comerica Securities
Michigan
-$300K -4,352 Closed

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.