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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
BPWM
426
Badgley Phelps Wealth Managers
Washington
$240K +$244K +2,216 New
AT
427
Arvest Trust
Oklahoma
$238K -$51.7K -470 -18%
AWA
428
Amplius Wealth Advisors
Pennsylvania
$238K +$242K +2,201 New
PTB
429
Pioneer Trust Bank
Oregon
$238K
HR
430
Hardy Reed
Mississippi
$238K +$242K +2,199 New
SM
431
Sensible Money
Arizona
$238K +$242K +2,198 New
AB
432
Atlas Brown
Kentucky
$237K +$110 +1 +0%
WKSWA
433
White Knight Strategic Wealth Advisors
New Jersey
$236K -$31.4K -286 -12%
WCF
434
West Coast Financial
California
$236K +$3.3K +30 +1%
MSA
435
Marino Stram & Associates
Massachusetts
$235K +$239K +2,177 New
KBFS
436
Kohmann Bosshard Financial Services
Ohio
$232K
KP
437
Keel Point
Alabama
$231K +$1.65K +15 +0.7%
IAG
438
Investmark Advisory Group
Connecticut
$229K +$233K +2,121 New
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$228K -$20.3K -185 -8%
AWM
440
Avior Wealth Management
Nebraska
$226K -$46.2K -420 -17%
KA
441
Kovack Advisors
Florida
$226K -$5.06K -46 -2%
MHR
442
Matthew Hamilton Rosenberg
$225K
GCM
443
Gallacher Capital Management
Colorado
$225K +$229K +2,083 New
CWM
444
Cabot Wealth Management
Massachusetts
$225K -$1.1K -10 -0.5%
AWM
445
Angeles Wealth Management
California
$225K
BHWM
446
Bar Harbor Wealth Management
New Hampshire
$223K -$15K -136 -6%
GL
447
Graypoint LLC
New York
$223K -$1.98K -18 -0.9%
API
448
Advisor Partners II
California
$222K
SFS
449
Security Financial Services
Indiana
$220K -$12.2K -111 -5%
PA
450
Procyon Advisors
Connecticut
$219K +$223K +2,029 New

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.