We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

637 hedge funds and large institutions have $3.21B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $675K

3.29% more ownership

Funds ownership: 56.74%60.03% (+3.3%)

3% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 205

3% less funds holding

Funds holding: 655637 (-18)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

11% less capital invested

Capital invested by funds: $3.59B → $3.21B (-$385M)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
637
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
10.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
59
Increased
198
Reduced
205
Closed
66
Calls
$1.74M
Puts
$675K
Net Calls
+$1.06M
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$907K -$2.28M -18,092 -71%
BHWM
227
Bar Harbor Wealth Management
New Hampshire
$905K -$145K -1,148 -14%
CA
228
Clearstead Advisors
Ohio
$871K +$158K +1,257 +22%
TRCT
229
Tower Research Capital (TRC)
New York
$849K +$815K +6,467 +2,027%
HCA
230
Heck Capital Advisors
Wisconsin
$845K +$8.7K +69 +1%
SWPG
231
Strategic Wealth Partners Group
Illinois
$840K +$31.1K +247 +4%
GVAG
232
Great Valley Advisor Group
Delaware
$838K +$159K +1,260 +25%
ASN
233
Advisory Services Network
Georgia
$836K -$75.5K -599 -8%
CFGS
234
Concourse Financial Group Securities
Alabama
$832K +$74.8K +593 +10%
HF
235
Halpern Financial
Virginia
$819K
CA
236
Calton & Associates
Florida
$812K -$12.4K -98 -1%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$805K
PPWM
238
Paragon Private Wealth Management
Kentucky
$803K
MBT
239
Montecito Bank & Trust
California
$800K
AL
240
ACAS LLC
California
$788K -$16K -127 -2%
TLFA
241
True Link Financial Advisors
California
$787K +$793K +6,292 New
DADC
242
D.A. Davidson & Co
Montana
$780K +$410K +3,254 +109%
JIC
243
Joel Isaacson & Co
New York
$767K
SA
244
Sunesis Advisors
Kansas
$766K +$772K +6,126 New
MA
245
Mutual Advisors
Nebraska
$765K -$75.3K -597 -9%
IWS
246
Insight Wealth Strategies
California
$765K +$1.01K +8 +0.1%
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$763K -$50.4K -400 -6%
FNBOSM
248
First National Bank of South Miami
Florida
$762K +$6.81K +54 +0.9%
AIM
249
Acropolis Investment Management
Missouri
$760K +$378 +3 +0%
MCM
250
Maryland Capital Management
Maryland
$760K +$3.15K +25 +0.4%

IJT Hedge Fund Activity: Q1 2022 in Review

637 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2022, worth a combined $3.21B — down 11% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of IJT and 59 opened new positions — a net loss of 7 holders — while 205 trimmed existing stakes and 198 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $178M. The largest seller was Wells Fargo, cutting an estimated $37.5M.

  • 637 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2022, down from 655 in Q4 2021.
  • Funds reported $3.21B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 59 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2022 and 66 closed out, a net change of -7 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $178M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2022.