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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
PPWM
426
PFG Private Wealth Management
Florida
$253K +$32.8K +260 +15%
OMC
427
Overbrook Management Corp
New York
$250K -$101K -800 -29%
CWAG
428
Compton Wealth Advisory Group
Virginia
$249K -$236K -1,875 -49%
BMC
429
Beaton Management Company
Massachusetts
$248K
PP
430
Prosperity Planning
Missouri
$248K
MHS
431
M Holdings Securities
Oregon
$248K +$250K +1,980 New
MC
432
Moors & Cabot
Massachusetts
$247K +$249K +1,972 New
SWM
433
Silverlake Wealth Management
Vermont
$245K
CW
434
CreativeOne Wealth
Kansas
$243K -$39.1K -310 -14%
SF
435
Synovus Financial
Georgia
$243K
FPS
436
Fieldpoint Private Securities
Connecticut
$241K -$59.9K -475 -20%
Comerica Bank
437
Comerica Bank
Texas
$241K +$11.5K +91 +5%
PFGIA
438
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$8.82K +70 +4%
WANY
439
Wealthspire Advisors (New York)
New York
$240K +$32K +254 +15%
SCP
440
Syntal Capital Partners
Texas
$239K -$363K -2,876 -60%
FFBTD
441
First Financial Bank - Trust Division
Ohio
$236K +$1.01K +8 +0.4%
BlackRock
442
BlackRock
New York
$234K -$378 -3 -0.2%
CTC
443
Central Trust Company
Missouri
$233K -$277K -2,200 -54%
PFA
444
Pure Financial Advisors
California
$233K +$234K +1,860 New
AIP
445
Ameritas Investment Partners
Nebraska
$232K
CWM
446
Cabot Wealth Management
Massachusetts
$231K +$233K +1,846 New
ATIA
447
American Trust Investment Advisors
New Hampshire
$230K -$15.1K -120 -6%
SNBOSD
448
Security National Bank of So Dak
Iowa
$230K
GRP
449
Global Retirement Partners
California
$228K +$267K +2,115 New
BSWA
450
Bromfield Sneider Wealth Advisors
Massachusetts
$226K

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.