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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
SFG
301
Summit Financial Group
West Virginia
$442K -$3.63K -32 -0.8%
VIA
302
Vickerman Investment Advisors
Washington
$441K -$20.6K -182 -4%
BWA
303
BDO Wealth Advisors
Florida
$439K +$5.21K +46 +1%
NL
304
NWAM LLC
Washington
$438K +$52.3K +461 +13%
IA
305
IFG Advisory
Georgia
$437K
Brown Advisory
306
Brown Advisory
Maryland
$434K -$3.97K -35 -0.8%
IC
307
IEQ Capital
California
$433K
SXL
308
Summit X LLC
Missouri
$428K
First Trust Advisors
309
First Trust Advisors
Illinois
$423K -$12.7K -112 -3%
FFA
310
Fragasso Financial Advisors
Pennsylvania
$423K +$567 +5 +0.1%
RPSA
311
Richard P. Slaughter Associates
Texas
$422K +$38.8K +342 +9%
HW
312
Hancock Whitney
Mississippi
$416K +$34.9K +308 +8%
PFA
313
Pure Financial Advisors
California
$411K +$232K +2,046 +110%
OIA
314
OneDigital Investment Advisors
Kansas
$409K +$440K +3,881 New
JIR
315
James Investment Research
Ohio
$403K +$434K +3,830 New
PWP
316
Principle Wealth Partners
Connecticut
$396K -$24.8K -219 -6%
AF
317
Affiance Financial
Minnesota
$396K +$2.95K +26 +0.7%
EL
318
Essex LLC
Illinois
$394K
AllianceBernstein
319
AllianceBernstein
Tennessee
$391K +$125K +1,101 +42%
AF
320
Allworth Financial
California
$382K -$145K -1,279 -26%
RF
321
Resolute Financial
Massachusetts
$381K +$150K +1,324 +58%
OWA
322
One Wealth Advisors
California
$380K +$409K +3,611 New
DC
323
Davenport & Co
Virginia
$379K +$144K +1,272 +55%
FWTB
324
First Western Trust Bank
Colorado
$377K
LCM
325
Liberty Capital Management
Michigan
$375K -$57.9K -511 -13%

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.