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iShares S&P Small-Cap 600 Growth ETF

641 hedge funds and large institutions have $4.18B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 184 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 40

53% more capital invested

Capital invested by funds: $2.73B → $4.18B (+$1.44B)

11.71% more ownership

Funds ownership: 58.03%69.74% (+12%)

8% more funds holding

Funds holding: 593641 (+48)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 201

Holders
641
Holders Change
+48
Holders Change %
+8.09%
% of All Funds
10.3%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
98
Increased
184
Reduced
201
Closed
40
Calls
$607K
Puts
Net Calls
+$607K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
301
One Day In July LLC
Vermont
$538K +$226K +2,056 +70%
HSA
302
HBK Sorce Advisory
Pennsylvania
$536K +$273K +2,480 +100%
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$535K -$90.9K -827 -14%
FB
304
Fulton Bank
Pennsylvania
$535K +$76.6K +697 +16%
FWTB
305
First Western Trust Bank
Colorado
$535K +$153K +1,392 +39%
SIC
306
Shoker Investment Counsel
Ohio
$534K -$35.5K -323 -6%
BFS
307
Bradley Foster & Sargent
Connecticut
$532K -$43.6K -397 -7%
AL
308
Aspiriant LLC
California
$530K
GIA
309
Goodwin Investment Advisory
Georgia
$526K -$158K -1,441 -23%
HPM
310
Hoxton Planning & Management
West Virginia
$525K +$534K +4,860 New
PAG
311
Private Advisor Group
New Jersey
$520K +$263K +2,389 +9%
FWP
312
FAS Wealth Partners
Kansas
$517K -$9.13K -83 -2%
SB
313
Simmons Bank
Arkansas
$514K
CFG
314
Citizens Financial Group
Rhode Island
$513K +$20.2K +184 +4%
RPSA
315
Richard P. Slaughter Associates
Texas
$512K +$71K +646 +16%
JIC
316
Johnson Investment Counsel
Ohio
$511K
VIA
317
Vickerman Investment Advisors
Washington
$507K +$90.7K +825 +21%
PWP
318
Perfromance Wealth Partners
Illinois
$500K
IWA
319
Inspirion Wealth Advisors
Illinois
$499K -$158K -1,435 -24%
TWP
320
Total Wealth Planning
Ohio
$492K -$45.2K -411 -8%
PWP
321
Principle Wealth Partners
Connecticut
$481K
9WM
322
9258 Wealth Management
Ohio
$477K -$4.73K -43 -1%
TGAM
323
TBH Global Asset Management
Tennessee
$477K +$550 +5 +0.1%
EWA
324
Exencial Wealth Advisors
Oklahoma
$477K -$166K -1,512 -26%
PFS
325
Prospera Financial Services
Texas
$464K +$38.3K +348 +9%

IJT Hedge Fund Activity: Q4 2022 in Review

641 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2022, worth a combined $4.18B — up 53% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IJT positions and 40 closed out — a net gain of 58 holders — while 184 added to existing stakes and 201 trimmed.

The largest buyer was Cottage Street Advisors, adding an estimated $568M. The largest seller was World Investment Advisors, cutting an estimated $22.4M.

  • 641 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2022, up from 593 in Q3 2022.
  • Funds reported $4.18B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2022, up 53% quarter-over-quarter.
  • 98 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2022 and 40 closed out, a net change of +58 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2022 was Cottage Street Advisors, an estimated $568M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2022 was World Investment Advisors, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2022.