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iShares S&P Small-Cap 600 Growth ETF

637 hedge funds and large institutions have $3.21B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $675K

3.29% more ownership

Funds ownership: 56.74%60.03% (+3.3%)

3% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 205

3% less funds holding

Funds holding: 655637 (-18)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

11% less capital invested

Capital invested by funds: $3.59B → $3.21B (-$385M)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
637
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
10.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
59
Increased
198
Reduced
205
Closed
66
Calls
$1.74M
Puts
$675K
Net Calls
+$1.06M
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
DC
401
Davenport & Co
Virginia
$291K +$3.78K +30 +1%
RRWA
402
Rainey & Randall Wealth Advisors
Florida
$289K
KA
403
Kovack Advisors
Florida
$289K +$378 +3 +0.1%
AB
404
Atlas Brown
Kentucky
$289K +$47.3K +375 +19%
PG
405
Patten Group
Tennessee
$289K +$291K +2,312 New
PMG
406
ProVise Management Group
Florida
$288K -$5.67K -45 -2%
ACA
407
Ackerman Capital Advisors
Texas
$288K
NS
408
Newman & Schimel
Illinois
$287K
RF
409
Resolute Financial
Massachusetts
$287K +$126 +1 +0%
SIC
410
Sigma Investment Counselors
Michigan
$284K -$14.6K -116 -5%
VC
411
Vicus Capital
Pennsylvania
$284K +$3.66K +29 +1%
M
412
MOTCO
Texas
$280K
CCT
413
Capital City Trust
Florida
$276K
PTB
414
Pioneer Trust Bank
Oregon
$275K
AA
415
Advisory Alpha
Michigan
$270K +$272K +2,155 New
KBFS
416
Kohmann Bosshard Financial Services
Ohio
$269K
WCF
417
West Coast Financial
California
$269K
FUBT
418
First United Bank & Trust
Maryland
$268K -$32.1K -255 -11%
MHR
419
Matthew Hamilton Rosenberg
$261K -$18.3K -145 -7%
GL
420
Graypoint LLC
New York
$260K -$87K -690 -25%
CST
421
Charles Schwab Trust
Nevada
$260K
AWM
422
Angeles Wealth Management
California
$260K +$262K +2,079 New
AP
423
Advisor Partners
California
$257K
SC
424
SouthState Corp
Florida
$256K
CWS
425
Cypress Wealth Services
California
$256K +$258K +2,050 New

IJT Hedge Fund Activity: Q1 2022 in Review

637 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2022, worth a combined $3.21B — down 11% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of IJT and 59 opened new positions — a net loss of 7 holders — while 205 trimmed existing stakes and 198 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $178M. The largest seller was Wells Fargo, cutting an estimated $37.5M.

  • 637 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2022, down from 655 in Q4 2021.
  • Funds reported $3.21B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 59 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2022 and 66 closed out, a net change of -7 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $178M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2022.