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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IEFM
IQ EQ Fund Management
Dublin 2,
Ireland
|
+$34M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$21.4M |
| 3 |
Morgan Stanley
New York
|
+$12.6M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.45M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$22.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.8M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$13.8M |
| 4 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$12.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$10M |
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.