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iShares S&P Small-Cap 600 Growth ETF

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: 593655 (+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: 1919 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HR
401
Hardy Reed
Mississippi
$305K -$29K -213 -9%
PTB
402
Pioneer Trust Bank
Oregon
$305K
LCM
403
Leisure Capital Management
California
$302K +$296K +2,175 New
ACM
404
AlphaStar Capital Management
North Carolina
$300K -$4.76K -35 -2%
WCF
405
West Coast Financial
California
$299K
KBFS
406
Kohmann Bosshard Financial Services
Ohio
$298K
GWM
407
Geneos Wealth Management
Colorado
$297K -$12.5K -92 -4%
NEWAS
408
N.E.W. Advisory Services
Wisconsin
$294K -$18.4K -135 -6%
CF
409
Centaurus Financial
California
$293K -$1.97M -14,435 -87%
MFW
410
Mosaic Family Wealth
Missouri
$291K +$37K +272 +15%
AIA
411
Angeles Investment Advisors
California
$289K
CST
412
Charles Schwab Trust
Nevada
$289K
PBO
413
Peoples Bank (Ohio)
Ohio
$286K
AP
414
Advisor Partners
California
$285K
SC
415
SouthState Corp
Florida
$284K -$10.2K -75 -4%
DCM
416
Donaldson Capital Management
Indiana
$282K -$38.4K -282 -12%
VC
417
Vicus Capital
Pennsylvania
$280K +$18.5K +136 +6%
CFA
418
Cahill Financial Advisors
Minnesota
$277K +$408 +3 +0.2%
BMC
419
Beaton Management Company
Massachusetts
$275K
PP
420
Prosperity Planning
Missouri
$274K -$2.18K -16 -0.8%
ATIA
421
American Trust Investment Advisors
New Hampshire
$272K
WPC
422
Wedmont Private Capital
Pennsylvania
$272K +$279K +2,047 New
SWM
423
Silverlake Wealth Management
Vermont
$271K +$266K +1,956 New
AB
424
Atlas Brown
Kentucky
$269K -$10.2K -75 -4%
SF
425
Synovus Financial
Georgia
$269K

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.