iShares S&P Small-Cap 600 Growth ETF
451 hedge funds and large institutions have $1.96B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 190 reducing their positions, and 117 closing their positions.
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
4.83% more ownership
Funds ownership: 105.4% → 110.23% (+4.8%)
16% less funds holding
Funds holding: 540 → 451 (-89)
32% less capital invested
Capital invested by funds: $2.9B → $1.96B (-$938M)
37% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 190
72% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 117
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$125M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$16M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$13.6M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$105M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$37.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$19M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15M |
IJT Hedge Fund Activity: Q1 2020 in Review
451 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2020, worth a combined $1.96B — down 32% from $2.9B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of IJT and 33 opened new positions — a net loss of 84 holders — while 190 trimmed existing stakes and 120 added.
The largest buyer was M&T Bank, opening a new position worth an estimated $125M. The largest seller was Fidelity Investments, cutting an estimated $105M.
- 451 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2020, down from 540 in Q4 2019.
- Funds reported $1.96B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2020, down 32% quarter-over-quarter.
- 33 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2020 and 117 closed out, a net change of -84 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2020 was M&T Bank, an estimated $125M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2020 was Fidelity Investments, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2020.