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iShares S&P Small-Cap 600 Growth ETF

613 hedge funds and large institutions have $2.72B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

2.36% less ownership

Funds ownership: 60.03%57.67% (-2.4%)

4% less funds holding

Funds holding: 637613 (-24)

15% less capital invested

Capital invested by funds: $3.21B → $2.72B (-$487M)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

Holders
613
Holders Change
-24
Holders Change %
-3.77%
% of All Funds
10.33%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.3%
New
50
Increased
194
Reduced
195
Closed
68
Calls
$516K
Puts
Net Calls
+$516K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
276
9258 Wealth Management
Ohio
$525K -$15.2K -134 -3%
TWP
277
Total Wealth Planning
Ohio
$522K +$7.71K +68 +1%
FMWA
278
Forvis Mazars Wealth Advisors
Missouri
$517K
WAL
279
W Advisors LLC
Tennessee
$517K +$556K +4,906 New
AL
280
Aspiriant LLC
California
$516K +$556K +4,901 New
WWM
281
Western Wealth Management
Colorado
$514K -$75.5K -666 -12%
WWA
282
WCG Wealth Advisors
Nevada
$511K +$550K +4,856 New
TC
283
TAGStone Capital
North Carolina
$510K +$1.13K +10 +0.2%
SB
284
Simmons Bank
Arkansas
$501K -$27.2K -240 -5%
JF
285
JSF Financial
California
$498K -$421K -3,716 -44%
JIC
286
Johnson Investment Counsel
Ohio
$498K +$11.8K +104 +2%
PWP
287
Perfromance Wealth Partners
Illinois
$487K
USCWA
288
U.S. Capital Wealth Advisors
Texas
$486K
SF
289
Summit Financial
New Jersey
$482K +$519K +4,578 New
CFG
290
Citizens Financial Group
Rhode Island
$481K +$38.3K +338 +8%
FNBOO
291
First National Bank of Omaha
Nebraska
$479K
FWP
292
FAS Wealth Partners
Kansas
$471K +$907 +8 +0.2%
KFI
293
Key Financial Inc
Pennsylvania
$469K +$5.21K +46 +1%
EWA
294
Exencial Wealth Advisors
Oklahoma
$464K -$164K -1,450 -25%
NSB
295
Norway Savings Bank
Maine
$464K -$14.7K -130 -3%
TGAM
296
TBH Global Asset Management
Tennessee
$464K +$340 +3 +0.1%
VFA
297
Valeo Financial Advisors
Indiana
$461K +$10.2K +90 +2%
MSFS
298
Main Street Financial Solutions
Pennsylvania
$453K
FB
299
Fulton Bank
Pennsylvania
$448K
GBT
300
Grove Bank & Trust
Florida
$444K

IJT Hedge Fund Activity: Q2 2022 in Review

613 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2022, worth a combined $2.72B — down 15% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IJT and 50 opened new positions — a net loss of 18 holders — while 195 trimmed existing stakes and 194 added.

The largest buyer was World Investment Advisors, adding an estimated $22.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $160M.

  • 613 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2022, down from 637 in Q1 2022.
  • Funds reported $2.72B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 50 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2022 and 68 closed out, a net change of -18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2022 was World Investment Advisors, an estimated $22.5M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2022.