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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
CB
251
Commerce Bank
Missouri
$752K -$47.9K -380 -6%
KWM
252
Kingsview Wealth Management
Oregon
$750K -$11.5K -91 -1%
EWA
253
Exencial Wealth Advisors
Oklahoma
$733K +$738K +5,857 New
Barclays
254
Barclays
United Kingdom
$726K +$717K +5,691 +5,174%
FCI
255
Financial Counselors Inc
Kansas
$725K -$1.89K -15 -0.3%
CPO
256
Cerity Partners OCIO
New York
$723K -$5.29K -42 -0.7%
RJT
257
Raymond James Trust
Florida
$721K +$78.2K +620 +12%
BRWA
258
B. Riley Wealth Advisors
Florida
$719K -$69.3K -550 -9%
SW
259
SVB Wealth
Massachusetts
$716K
AC
260
AWM Capital
Arizona
$706K
WTC
261
WhitTier Trust Company
Nevada
$702K +$29K +230 +4%
PSUF
262
People's United Financial
Connecticut
$696K -$507K -4,018 -42%
WWM
263
Western Wealth Management
Colorado
$694K +$348K +2,763 +99%
IWM
264
IHT Wealth Management
Illinois
$692K -$32.1K -255 -4%
VCS
265
Vaughan & Co Securities
New Jersey
$690K -$33.4K -265 -5%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$687K +$4.29K +34 +0.6%
EIP
267
Ellis Investment Partners
Pennsylvania
$680K -$49.3K -391 -7%
OCM
268
Objective Capital Management
Ohio
$678K +$26.2K +208 +4%
PFS
269
Prospera Financial Services
Texas
$668K +$198K +1,573 +42%
SIC
270
Shoker Investment Counsel
Ohio
$658K +$504 +4 +0.1%
SHFP
271
Second Half Financial Partners
Florida
$654K +$643K +5,100 New
SIC
272
Sterling Investment Counsel
New York
$643K +$16.3K +129 +3%
9WM
273
9258 Wealth Management
Ohio
$640K +$141K +1,115 +28%
FRA
274
Front Row Advisors
California
$634K
AIM
275
Allen Investment Management
New York
$626K

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.