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iShares S&P Small-Cap 600 Growth ETF
IJT

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: 451 → 463 (+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: 15 → 12 (-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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
2
Osaic Holdings
Osaic Holdings
Arizona
+$50.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$30M
4
OPS
Orion Portfolio Solutions
Nebraska
+$14.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.8M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$33.5M
3
Wells Fargo
Wells Fargo
California
-$25.6M
4
SS
Sunbelt Securities
Texas
-$14.3M
5
CFSG
Community Financial Services Group
Vermont
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
501
Simon Quick Advisors
New Jersey
– -$4K -52 Closed
WCG
502
Weaver Consulting Group
California
– -$4K -52 Closed
TF
503
Tompkins Financial
New York
– -$3K -50 Closed
AIC
504
Archer Investment Corporation
Indiana
– -$3K -44 Closed
OFG
505
Oxford Financial Group
Indiana
– -$2K -34 Closed
BEI
506
Benjamin Edwards Inc
Missouri
– -$2K -26 Closed
FGAM
507
Financial Gravity Asset Management
Texas
– -$716 -10 Closed
17 18 19 20
21

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.