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iShares S&P Small-Cap 600 Growth ETF
IJT

655 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $306K

154% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 46

10% more funds holding

Funds holding: 593 → 655 (+62)

2% more capital invested

Capital invested by funds: $3.53B → $3.59B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

0.45% less ownership

Funds ownership: 57.19% → 56.74% (-0.45%)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 189

Holders
655
Holders Change
+62
Holders Change %
+10.46%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
117
Increased
171
Reduced
189
Closed
46
Calls
$1.72M
Puts
$306K
Net Calls
+$1.41M
Net Calls Change
+$538K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.9M
2
OAM
Oppenheimer Asset Management
New York
+$10.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.99M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$7.33M
5
Lido Advisors
Lido Advisors
California
+$5.83M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$71.5M
2
BFG
Barber Financial Group
Kansas
-$39.9M
3
WIA
World Investment Advisors
California
-$20M
4
PFG
Piershale Financial Group
Illinois
-$16M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FB
301
Fulton Bank
Pennsylvania
$563K +$3.27K +24 +0.6%
FFA
302
Fragasso Financial Advisors
Pennsylvania
$558K +$545 +4 +0.1%
9WM
303
9258 Wealth Management
Ohio
$555K +$545K +4,000 New
JF
304
JSF Financial
California
$552K +$26.5K +195 +5%
APWM
305
Atlas Private Wealth Management
New York
$543K -$61.3K -450 -10%
NFG
306
Next Financial Group
Texas
$540K -$11.8K -87 -2%
CWAG
307
Compton Wealth Advisory Group
Virginia
$536K – – –
TWP
308
Total Wealth Planning
Ohio
$534K -$180K -1,321 -31%
EL
309
Essex LLC
Illinois
$534K -$18.4K -135 -3%
TPWM
310
Twelve Points Wealth Management
Massachusetts
$528K +$518K +3,806 New
LCM
311
Liberty Capital Management
Michigan
$522K -$10.3K -76 -2%
PFS
312
Prospera Financial Services
Texas
$522K +$13.3K +98 +3%
CFSG
313
Community Financial Services Group
Vermont
$521K – – –
AF
314
Affiance Financial
Minnesota
$518K – – –
OWA
315
Outlook Wealth Advisors
Texas
$515K -$22.3K -164 -4%
BFM
316
Boston Financial Management
Massachusetts
$514K – – –
AWM
317
Avior Wealth Management
Nebraska
$513K -$61.1K -449 -11%
HW
318
Hancock Whitney
Mississippi
$502K – – –
BFA
319
Bragg Financial Advisors
North Carolina
$499K – – –
SBIA
320
Sheaff Brock Investment Advisors
Indiana
$491K -$109K -800 -18%
AC
321
Abbrea Capital
California
$486K – – –
TH
322
TCTC Holdings
Texas
$486K – – –
AWS
323
AJ Wealth Strategies
New York
$486K +$29.7K +218 +7%
NL
324
NWAM LLC
Washington
$484K -$52.1K -383 -10%
LPIC
325
LeJeune Puetz Investment Counsel
Michigan
$479K – – –
11 12
13
14 15

IJT Hedge Fund Activity: Q4 2021 in Review

655 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2021, worth a combined $3.59B — up 1.8% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IJT positions and 46 closed out — a net gain of 71 holders — while 171 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $71.5M.

  • 655 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2021, up from 593 in Q3 2021.
  • Funds reported $3.59B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 117 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2021 and 46 closed out, a net change of +71 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $14.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $71.5M sold.

Based on aggregated 13F filings for Q4 2021.