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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
B
401
Bensler
Washington
$277K +$7.37K +67 +3%
FHC
402
First Heartland Consultants
Missouri
$273K -$899K -8,174 -76%
HCP
403
Holt Capital Partners
Texas
$272K
CRC
404
Curi RMB Capital
Illinois
$267K +$440 +4 +0.2%
HA
405
HFG Advisors
Ohio
$267K +$4.95K +45 +2%
SCM
406
SOL Capital Management
Maryland
$263K +$268K +2,435 New
WWM
407
Western Wealth Management
Colorado
$262K -$283K -2,578 -52%
KFS
408
Kelly Financial Services
Massachusetts
$261K -$550 -5 -0.2%
FWSM
409
First Wilshire Securities Management
California
$259K
BFG
410
Bleakley Financial Group
New Jersey
$255K +$259K +2,356 New
YIA
411
YHB Investment Advisors
Connecticut
$254K
GC
412
GFG Capital
Florida
$253K -$4.4K -40 -2%
3LCM
413
3D/L Capital Management
Connecticut
$252K -$6.93K -63 -3%
SAM
414
Stone Asset Management
Texas
$251K +$880 +8 +0.3%
NS
415
Newman & Schimel
Illinois
$251K +$1.65K +15 +0.7%
VFA
416
Valeo Financial Advisors
Indiana
$250K -$218K -1,987 -46%
RRWA
417
Rainey & Randall Wealth Advisors
Florida
$250K
ACA
418
Ackerman Capital Advisors
Texas
$249K
HWA
419
Heritage Wealth Advisors
Virginia
$247K
MLA
420
My Legacy Advisors
Oregon
$244K -$40.1K -365 -15%
PP
421
Prosperity Planning
Missouri
$243K
CFS
422
CRA Financial Services
New Jersey
$243K +$247K +2,247 New
M
423
MOTCO
Texas
$242K
WPC
424
Wedmont Private Capital
Pennsylvania
$242K -$13.2K -120 -5%
ONB
425
Old National Bancorp
Indiana
$241K -$38.8K -353 -14%

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.