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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
TFGT
476
TS Financial Group (TSFG)
Illinois
$46K +$39.7K +390 +3,900%
BA
477
Bellwether Advisors
Nebraska
$46K +$41.9K +411 New
MPCG
478
Matrix Private Capital Group
New York
$45K – – –
GWM
479
Greenhouse Wealth Management
Connecticut
$42K +$37.4K +367 New
SIAP
480
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K -$27.3K -268 -44%
BC
481
Bartlett & Co
Ohio
$37K – – –
BCWM
482
Bartlett & Co Wealth Management
Ohio
$36.5K – – –
Simplex Trading
483
Simplex Trading
Illinois
$36K -$89.4K -877 -73%
EWM
484
Endurance Wealth Management
Rhode Island
$35K – – –
HPC
485
HM Payson & Co
Maine
$35K – – –
PB
486
Pinnacle Bancorp
Nebraska
$35K – – –
FF
487
FourThought Financial
Florida
$35K +$31.4K +308 New
FFA
488
Founders Financial Alliance
North Carolina
$33K – – –
ST
489
Smithfield Trust
Pennsylvania
$33K – – –
BSSFA
490
Baron Silver Stevens Financial Advisors
Florida
$33K +$30.2K +296 New
BWM
491
Baystate Wealth Management
Massachusetts
$32K – – –
IBOK
492
Independence Bank of Kentucky
Kentucky
$32K – – –
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$102 +1 +0.4%
CT
494
Caldwell Trust
Florida
$32K – – –
TWM
495
Tradition Wealth Management
Minnesota
$31K +$27.9K +274 New
HIA
496
Harbor Investment Advisory
Maryland
$29K – – –
Kayne Anderson Rudnick Investment Management
497
Kayne Anderson Rudnick Investment Management
California
$26K – – –
CWC
498
Carolinas Wealth Consulting
North Carolina
$26K +$102 +1 +0.4%
GTAM
499
Global Trust Asset Management
Florida
$24K – – –
JWA
500
JFS Wealth Advisors
Pennsylvania
$24K +$102 +1 +0.5%
18 19
20
21 22

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.