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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
AC
376
Abbrea Capital
California
$316K
PCMC
377
Paragon Capital Management (Colorado)
Colorado
$314K
CST
378
Charles Schwab Trust
Nevada
$312K
SC
379
Savant Capital
Illinois
$305K +$10.6M +96,853 +4,467%
MYIA
380
Mount Yale Investment Advisors
Colorado
$305K +$310K +2,824 New
CT
381
Columbia Trust
Oregon
$305K +$59.4K +540 +24%
NAM
382
NTV Asset Management
West Virginia
$304K
ATFA
383
All Terrain Financial Advisors
Minnesota
$303K
Marshall Wace
384
Marshall Wace
United Kingdom
$303K +$308K +2,800 New
JIR
385
James Investment Research
Ohio
$300K -$7.81K -71 -2%
MWM
386
Maltin Wealth Management
New Jersey
$300K -$734K -6,677 -71%
MFG
387
Merit Financial Group
Georgia
$300K +$14.1K +128 +5%
CHA
388
Carmichael Hill & Associates
Maryland
$299K
PCIA
389
Prime Capital Investment Advisors
Kansas
$299K +$304K +2,766 New
MWM
390
Mission Wealth Management
California
$296K -$7.7K -70 -2%
NA
391
Nottingham Advisors
New York
$296K +$301K +2,741 New
AIP
392
Ahrens Investment Partners
Louisiana
$296K -$24.7K -225 -8%
CIR
393
Clear Investment Research
Georgia
$290K -$5.72K -52 -2%
WA
394
WealthTrust Axiom
Pennsylvania
$289K
AF
395
Allworth Financial
California
$287K -$69.5K -632 -19%
TFS
396
Thoroughbred Financial Services
Tennessee
$287K +$292K +2,658 New
CG
397
Corundum Group
Colorado
$281K
PEA
398
Park Edge Advisors
Ohio
$281K +$286K +2,600 New
GWM
399
Geneos Wealth Management
Colorado
$279K +$37.8K +344 +15%
IFG
400
Independent Financial Group
California
$279K -$90.9K -827 -24%

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.