We are live on ! Find out more
IJT icon

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
GBT
326
Grove Bank & Trust
Florida
$455K
SFG
327
Summit Financial Group
West Virginia
$454K
AWM
328
Apollon Wealth Management
South Carolina
$451K
IA
329
IFG Advisory
Georgia
$448K -$58.6K -533 -11%
IC
330
IEQ Capital
California
$444K
KFI
331
Key Financial Inc
Pennsylvania
$442K
CFO
332
Callan Family Office
Pennsylvania
$437K +$445K +4,044 New
FFA
333
Fragasso Financial Advisors
Pennsylvania
$436K +$880 +8 +0.2%
NSB
334
Norway Savings Bank
Maine
$428K -$39.6K -360 -8%
SXL
335
Summit X LLC
Missouri
$428K -$4.18K -38 -0.9%
HW
336
Hancock Whitney
Mississippi
$427K -$16.2K -147 -4%
RF
337
Resolute Financial
Massachusetts
$424K -$330 -3 -0.1%
PFA
338
Pure Financial Advisors
California
$422K
AWM
339
AE Wealth Management
Kansas
$418K -$10.7K -97 -2%
MSFS
340
Main Street Financial Solutions
Pennsylvania
$418K -$48.4K -440 -10%
First Trust Advisors
341
First Trust Advisors
Illinois
$403K -$24.7K -225 -6%
EL
342
Essex LLC
Illinois
$402K -$2.75K -25 -0.7%
SF
343
Summit Financial
New Jersey
$401K -$9.68K -88 -2%
HI
344
Harbour Investments
Wisconsin
$391K +$118K +1,072 +42%
BFM
345
Boston Financial Management
Massachusetts
$390K
TH
346
TCTC Holdings
Texas
$378K
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$376K -$3.3K -30 -0.9%
LPIC
348
LeJeune Puetz Investment Counsel
Michigan
$373K
BFC
349
Bedel Financial Consulting
Indiana
$372K
PCI
350
Planning Center Inc
Illinois
$370K

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.