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iShares S&P Small-Cap 600 Growth ETF

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: 1216 (+4)

31% more capital invested

Capital invested by funds: $2.27B → $2.97B (+$706M)

16% more funds holding

Funds holding: 475553 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
451
Perigon Wealth Management
California
$79K +$70.7K +694 New
FPW
452
Flagship Private Wealth
Massachusetts
$77.6K +$63.1K +619 New
RIM
453
Rockbridge Investment Management
New York
$77K
APA
454
American Portfolios Advisors
New York
$75.3K +$29.4K +288 +77%
CFB
455
Cullen/Frost Bankers
Texas
$75K
BWL
456
Bogart Wealth LLC
Virginia
$73K
WCAMG
457
Woodard & Company Asset Management Group
North Carolina
$73K
PCTC
458
Perkins Coie Trust Company
Washington
$71K
PO
459
Private Ocean
California
$71K
RG
460
Retirement Group
California
$66K -$408 -4 -0.7%
ONST
461
Old North State Trust
North Carolina
$64K -$11.2K -110 -16%
BA
462
Ballast Advisors
Minnesota
$63K
GIP
463
Granite Investment Partners
California
$60K -$53.7K -527 -50%
CDIA
464
Capital Directions Investment Advisors
Georgia
$57K
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$57K
DWMG
466
DB Wealth Management Group
California
$57K +$50.5K +496 New
IFA
467
Interactive Financial Advisors
Illinois
$56K -$20.9K -205 -30%
BFEC
468
Benjamin F. Edwards & Company
Missouri
$55K -$16.1K -158 -25%
WWM
469
Wolff Wiese Magana
California
$54K +$48.3K +474 New
MFT
470
Moisand Fitzgerald Tamayo
Florida
$53K -$92.9K -912 -66%
FPB
471
First PREMIER Bank
South Dakota
$51K
SIC
472
Salem Investment Counselors
North Carolina
$50K +$44.8K +440 New
SQA
473
Simon Quick Advisors
New Jersey
$49K +$44K +432 New
AIA
474
Armor Investment Advisors
North Carolina
$48K
APWA
475
Atlas Private Wealth Advisors
New Jersey
$46K

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.