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 59 funds opening new positions, 116 increasing their positions, 175 reducing their positions, and 42 closing their positions.
40% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 42
16% more capital inflows, than outflows
Capital inflows: $292M | Capital outflows: $251M
3% more funds holding
Funds holding: 449 → 463 (+14)
2.91% more ownership
Funds ownership: 55.1% → 58.01% (+2.9%)
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)
34% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$106M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$50.6M |
| 3 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$30M |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$14.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$67.8M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$33.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$25.6M |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$14.3M |
| 5 |
CFSG
Community Financial Services Group
Newport,
Vermont
|
-$10.7M |
IJT Hedge Fund Activity: Q2 2020 in Review
463 of the 4,890 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: 59 funds opened new IJT positions and 42 closed out — a net gain of 17 holders — while 116 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 449 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.
- 59 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2020 and 42 closed out, a net change of +17 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.