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iShares S&P Small-Cap 600 Growth ETF

613 hedge funds and large institutions have $2.72B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

2.36% less ownership

Funds ownership: 60.03%57.67% (-2.4%)

4% less funds holding

Funds holding: 637613 (-24)

15% less capital invested

Capital invested by funds: $3.21B → $2.72B (-$487M)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

Holders
613
Holders Change
-24
Holders Change %
-3.77%
% of All Funds
10.33%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.3%
New
50
Increased
194
Reduced
195
Closed
68
Calls
$516K
Puts
Net Calls
+$516K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
401
Cornell Pochily Investment Advisors
New York
$246K -$50.6K -446 -16%
MFG
402
Merit Financial Group
Georgia
$245K -$12.4K -109 -4%
SC
403
Savant Capital
Illinois
$245K +$71.2K +628 +37%
WPC
404
Wedmont Private Capital
Pennsylvania
$244K
RRWA
405
Rainey & Randall Wealth Advisors
Florida
$243K
NS
406
Newman & Schimel
Illinois
$243K +$1.02K +9 +0.4%
ACA
407
Ackerman Capital Advisors
Texas
$242K
AB
408
Atlas Brown
Kentucky
$240K -$4.42K -39 -2%
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$239K +$40.2K +355 +19%
M
410
MOTCO
Texas
$236K
CCT
411
Capital City Trust
Florida
$233K
PTB
412
Pioneer Trust Bank
Oregon
$232K
CWM
413
Cabot Wealth Management
Massachusetts
$229K +$37.1K +327 +18%
AA
414
Advisory Alpha
Michigan
$227K
WCF
415
West Coast Financial
California
$227K
KBFS
416
Kohmann Bosshard Financial Services
Ohio
$226K
IIC
417
Ironwood Investment Counsel
Arizona
$225K +$242K +2,138 New
KA
418
Kovack Advisors
Florida
$224K -$20.7K -183 -8%
GRP
419
Global Retirement Partners
California
$223K +$227 +2 +0.1%
ACM
420
AlphaStar Capital Management
North Carolina
$222K -$37.7K -333 -14%
MHR
421
Matthew Hamilton Rosenberg
$221K
PFO
422
Pathstone Family Office
New Jersey
$220K +$237K +2,091 New
AWM
423
Angeles Wealth Management
California
$219K
CST
424
Charles Schwab Trust
Nevada
$219K
GL
425
Graypoint LLC
New York
$219K

IJT Hedge Fund Activity: Q2 2022 in Review

613 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2022, worth a combined $2.72B — down 15% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IJT and 50 opened new positions — a net loss of 18 holders — while 195 trimmed existing stakes and 194 added.

The largest buyer was World Investment Advisors, adding an estimated $22.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $160M.

  • 613 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2022, down from 637 in Q1 2022.
  • Funds reported $2.72B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 50 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2022 and 68 closed out, a net change of -18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2022 was World Investment Advisors, an estimated $22.5M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2022.