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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
BFC
326
Bedel Financial Consulting
Indiana
$478K – – –
GWA
327
GGM Wealth Advisors
Maryland
$476K – – –
LBC
328
Lowe Brockenbrough & Co
Virginia
$468K – – –
WFA
329
Wellspring Financial Advisors
Ohio
$467K +$681 +5 +0.1%
BSB
330
Bangor Savings Bank
Maine
$451K – – –
AWM
331
AE Wealth Management
Kansas
$450K -$3.16M -23,186 -88%
BA
332
Bellwether Advisors
Nebraska
$446K -$6.81K -50 -2%
BWA
333
BDO Wealth Advisors
Florida
$446K – – –
FFN
334
Focus Financial Network
Minnesota
$441K -$59.2K -435 -12%
VVP
335
Venture Visionary Partners
Ohio
$437K – – –
ATFA
336
All Terrain Financial Advisors
Minnesota
$432K -$169K -1,238 -28%
Renaissance Technologies
337
Renaissance Technologies
New York
$430K -$640K -4,700 -60%
CIA
338
Capital Investment Advisors
Georgia
$428K +$545 +4 +0.1%
SFG
339
StrategIQ Financial Group
Indiana
$428K +$138K +1,012 +49%
PCI
340
Planning Center Inc
Illinois
$428K +$467K +3,428 New
BIM
341
Bridges Investment Management
Nebraska
$420K – – –
WKSWA
342
White Knight Strategic Wealth Advisors
New Jersey
$418K +$410K +3,014 New
DADC
343
D.A. Davidson & Co
Montana
$414K +$96.2K +707 +31%
CCT
344
Chemung Canal Trust
New York
$414K +$406K +2,982 New
CAG
345
Csenge Advisory Group
Florida
$410K -$20.3K -149 -5%
CPIA
346
Cornell Pochily Investment Advisors
New York
$410K -$2.45K -18 -0.6%
GG
347
Gofen & Glossberg
Illinois
$410K – – –
LWA
348
LWS Wealth Advisors
New Jersey
$408K +$408 +3 +0.1%
EWA
349
EP Wealth Advisors
California
$403K -$33.5K -246 -8%
PCMC
350
Paragon Capital Management (Colorado)
Colorado
$403K – – –
12 13
14
15 16

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.