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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
AP
451
Atwood & Palmer
Missouri
$164K
GWSG
452
GPS Wealth Strategies Group
Colorado
$158K
COCM
453
Charter Oak Capital Management
New Hampshire
$155K -$4.65K -41 -3%
RBC
454
Roble Belko & Company
Pennsylvania
$150K
HPC
455
HM Payson & Co
Maine
$148K +$90.8K +801 +133%
CFA
456
CWS Financial Advisors
Michigan
$143K +$154K +1,362 New
DSC
457
Duncker Streett & Co
Missouri
$142K
National Bank of Canada
458
National Bank of Canada
Quebec, Canada
$141K -$5.67K -50 -4%
CF
459
Centaurus Financial
California
$137K -$34.1K -301 -19%
CFO
460
CVA Family Office
Colorado
$135K
LFG
461
Larson Financial Group
Missouri
$133K -$453 -4 -0.3%
IRAG
462
Investment Research & Advisory Group
Georgia
$132K
OIA
463
Optimum Investment Advisors
Illinois
$131K -$5.89K -52 -4%
BTI
464
Blue Trust Inc
Georgia
$130K +$118K +1,041 New
DI
465
Disciplined Investments
Oklahoma
$126K
LWCFA
466
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K
SWA
467
Sutton Wealth Advisors
Florida
$123K
SSB
468
Sandy Spring Bank
Maryland
$120K -$1.25K -11 -1%
BFPW
469
BOK Financial Private Wealth
Colorado
$116K +$125K +1,099 New
JGIA
470
Jackson Grant Investment Advisers
Connecticut
$115K +$227 +2 +0.2%
CT
471
Cambridge Trust
Massachusetts
$108K
CFD
472
Creative Financial Designs
Indiana
$106K -$11.3K -100 -9%
LWANC
473
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K +$113 +1 +0.1%
BWP
474
Baldwin Wealth Partners
Massachusetts
$105K +$10.9K +96 +11%
EWM
475
Evermay Wealth Management
Virginia
$102K -$1.36K -12 -1%

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.