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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
First Trust Advisors
301
First Trust Advisors
Illinois
$516K -$9.58K -76 -2%
BWA
302
BDO Wealth Advisors
Florida
$516K +$114K +908 +28%
IC
303
IEQ Capital
California
$514K -$2.27K -18 -0.4%
LCM
304
Liberty Capital Management
Michigan
$509K +$38.7K +307 +8%
SXL
305
Summit X LLC
Missouri
$507K
SQA
306
Simon Quick Advisors
New Jersey
$503K +$455K +3,609 +880%
FFA
307
Fragasso Financial Advisors
Pennsylvania
$502K -$630 -5 -0.1%
PWP
308
Principle Wealth Partners
Connecticut
$497K -$59.1K -469 -11%
VIA
309
Vickerman Investment Advisors
Washington
$491K -$18.3K -145 -3%
MFW
310
Meristem Family Wealth
Minnesota
$479K -$124K -984 -20%
EL
311
Essex LLC
Illinois
$468K -$12.6K -100 -3%
AF
312
Affiance Financial
Minnesota
$467K
AIP
313
Ahrens Investment Partners
Louisiana
$463K -$117K -927 -20%
APWM
314
Atlas Private Wealth Management
New York
$462K -$27.7K -220 -6%
OWA
315
Outlook Wealth Advisors
Texas
$460K -$3.66K -29 -0.8%
RPSA
316
Richard P. Slaughter Associates
Texas
$459K +$463K +3,674 New
HW
317
Hancock Whitney
Mississippi
$455K +$3.28K +26 +0.7%
NL
318
NWAM LLC
Washington
$454K +$18.8K +149 +4%
FWTB
319
First Western Trust Bank
Colorado
$451K +$448K +3,555 New
BFM
320
Boston Financial Management
Massachusetts
$450K -$12.6K -100 -3%
SBIA
321
Sheaff Brock Investment Advisors
Indiana
$443K
AC
322
Abbrea Capital
California
$438K
AWS
323
AJ Wealth Strategies
New York
$438K
TH
324
TCTC Holdings
Texas
$438K
GWA
325
GGM Wealth Advisors
Maryland
$434K

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.