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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
CHC
201
City Holding Co
West Virginia
$584K +$31.2K +400 +6%
RIA
202
Regal Investment Advisors
Michigan
$582K +$534K +6,852 New
PWMAG
203
Pinnacle Wealth Management Advisory Group
New Jersey
$581K +$533K +6,844 New
PRWA
204
Platte River Wealth Advisors
Colorado
$574K +$524K +6,728 New
PGFC
205
Peapack-Gladstone Financial Corp
New Jersey
$554K
VCS
206
Vaughan & Co Securities
New Jersey
$553K
JIC
207
Joel Isaacson & Co
New York
$543K -$24.2K -310 -5%
MBT
208
Montecito Bank & Trust
California
$543K
CAL
209
Capital Analysts LLC
Pennsylvania
$532K -$652K -8,370 -57%
CA
210
Calton & Associates
Florida
$530K +$156 +2 +0%
TGAM
211
TBH Global Asset Management
Tennessee
$522K -$76.8K -986 -14%
FC
212
Financial Consulate
Maryland
$514K -$331K -4,244 -41%
WFA
213
Wellspring Financial Advisors
Ohio
$511K +$935 +12 +0.2%
ATPW
214
Ashton Thomas Private Wealth
Arizona
$508K +$13.1K +168 +3%
SW
215
SVB Wealth
Massachusetts
$505K +$449K +5,756 +2,878%
KFI
216
Key Financial Inc
Pennsylvania
$500K -$5.92K -76 -1%
EIP
217
Ellis Investment Partners
Pennsylvania
$499K +$8.11K +104 +2%
KP
218
Keel Point
Alabama
$498K +$175K +2,248 +62%
CPO
219
Cerity Partners OCIO
New York
$497K -$14.3K -184 -3%
NWS
220
Newport Wealth Strategies
California
$497K
VCM
221
Virtue Capital Management
Tennessee
$494K +$454K +5,822 New
FRA
222
Front Row Advisors
California
$485K
FCI
223
Financial Counselors Inc
Kansas
$481K -$3.12K -40 -0.7%
CPSC
224
Carl P. Sherr & Co
Massachusetts
$480K -$115K -1,478 -21%
SWPG
225
Strategic Wealth Partners Group
Illinois
$479K +$10.4K +134 +2%

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.