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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
GC
476
Guggenheim Capital
Illinois
-$285K -4,140 Closed
BSW
477
Buckingham Strategic Wealth
Missouri
-$261K -3,792 Closed
LFPWM
478
Leicht Financial Planning & Wealth Management
New Jersey
-$263K -3,788 Closed
FI
479
FormulaFolio Investments
Michigan
-$248K -3,592 Closed
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
-$247K -3,576 Closed
CWM
481
Cornerstone Wealth Management
Missouri
-$246K -3,566 Closed
BP
482
BBR Partners
New York
-$240K -3,486 Closed
DWA
483
Dougherty Wealth Advisers
Minnesota
-$230K -3,330 Closed
VWM
484
Valley Wealth Managers
New Jersey
-$227K -3,282 Closed
Brown Advisory
485
Brown Advisory
Maryland
-$215K -3,122 Closed
AWA
486
Arete Wealth Advisors
Illinois
-$213K -3,088 Closed
DWM
487
Destination Wealth Management
California
-$212K -3,074 Closed
MFG
488
Merit Financial Group
Georgia
-$207K -3,002 Closed
WAP
489
Wealthcare Advisory Partners
Pennsylvania
-$78K -1,126 Closed
CBT
490
Capital Bank & Trust
California
-$57K -820 Closed
ONST
491
Old North State Trust
North Carolina
-$46K -674 Closed
CDIA
492
Capital Directions Investment Advisors
Georgia
-$35K -502 Closed
AA
493
Advisory Alpha
Michigan
-$17.8K -248 Closed
DWM
494
Darwin Wealth Management
Florida
-$14K -224 Closed
EWM
495
EPG Wealth Management
Georgia
-$12K -180 Closed
First Manhattan
496
First Manhattan
New York
-$10K -158 Closed
SMFS
497
Squar Milner Financial Services
California
-$6K -96 Closed
SWA
498
Stratos Wealth Advisors
Ohio
-$4K -62 Closed
FCB
499
First Command Bank
Texas
-$4K -60 Closed
FCFS
500
First Command Financial Services
Texas
-$4K -60 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.