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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
JMPWA
26
JP Morgan Private Wealth Advisors
California
$18.9M -$3.78M -33,333 -16%
GIA
27
GHP Investment Advisors
Colorado
$18.3M +$21.4K +189 +0.1%
Truist Financial
28
Truist Financial
North Carolina
$15.8M -$2.82M -24,835 -14%
RJA
29
Raymond James & Associates
Florida
$12.9M -$146K -1,289 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$12.1M -$54.3K -479 -0.4%
SL
31
Salomon & Ludwin
Virginia
$11.7M -$291K -2,566 -2%
PA
32
Probity Advisors
Texas
$11.5M +$324K +2,857 +3%
BWFA
33
Baltimore-Washington Financial Advisors
Maryland
$11.2M +$579K +5,106 +5%
FWP
34
Falcon Wealth Planning
California
$10.8M +$1.13M +9,937 +11%
UB
35
UMB Bank
Missouri
$10.7M -$231K -2,036 -2%
PHAM
36
Palisades Hudson Asset Management
Florida
$10.7M +$97.6K +861 +0.9%
TYCC
37
Texas Yale Capital Corp
Florida
$10.1M
DY
38
Dowling & Yahnke
California
$10M -$9.97K -88 -0.1%
Goldman Sachs
39
Goldman Sachs
New York
$9.91M -$570K -5,029 -5%
KeyBank National Association
40
KeyBank National Association
Ohio
$9.89M -$136K -1,198 -1%
WSFS
41
Wilmington Savings Fund Society
Delaware
$9.77M -$3.43M -30,300 -25%
RFA
42
RTD Financial Advisors
Pennsylvania
$9.61M +$285K +2,510 +3%
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.35M -$160K -1,412 -2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$9.02M +$3.57M +31,536 +58%
Creative Planning
45
Creative Planning
Kansas
$8.57M +$101K +891 +1%
1IA
46
1834 Investment Advisors
Wisconsin
$8.55M -$165K -1,458 -2%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$8.55M -$352K -3,102 -4%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$8.53M -$439K -3,870 -5%
CAL
49
Capital Advisors Ltd
Ohio
$8.47M -$7.14K -63 -0.1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$8.37M -$204K -1,798 -2%

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.