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iShares S&P Small-Cap 600 Growth ETF

593 hedge funds and large institutions have $2.73B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 198 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 170

0.37% more ownership

Funds ownership: 57.67%58.03% (+0.37%)

0% more capital invested

Capital invested by funds: $2.72B → $2.73B (+$9.87M)

3% less funds holding

Funds holding: 613593 (-20)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
593
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
10.22%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
39
Increased
198
Reduced
170
Closed
53
Calls
$813K
Puts
Net Calls
+$813K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
GHP Investment Advisors
Colorado
$17.5M -$195K -1,739 -1%
Stifel Financial
27
Stifel Financial
Missouri
$16M -$7.29M -64,886 -29%
Truist Financial
28
Truist Financial
North Carolina
$14.8M -$502K -4,472 -3%
RJA
29
Raymond James & Associates
Florida
$14.6M +$2.38M +21,225 +17%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$13.4M +$5.21M +46,405 +54%
5L
31
55I LLC
Massachusetts
$13.2M +$11.4M +101,713 +364%
Osaic Holdings
32
Osaic Holdings
Arizona
$12.3M +$690K +6,147 +5%
FWP
33
Falcon Wealth Planning
California
$11.6M +$1.26M +11,239 +11%
BWFA
34
Baltimore-Washington Financial Advisors
Maryland
$11.5M +$279K +2,482 +2%
SL
35
Salomon & Ludwin
Virginia
$11.4M +$66K +588 +0.5%
PA
36
Probity Advisors
Texas
$11.2M +$123K +1,099 +1%
PHAM
37
Palisades Hudson Asset Management
Florida
$10.7M +$418K +3,722 +4%
TYCC
38
Texas Yale Capital Corp
Florida
$9.74M
Jane Street
39
Jane Street
New York
$9.63M +$10.6M +94,763 New
DY
40
Dowling & Yahnke
California
$9.63M -$68.2K -607 -0.6%
Goldman Sachs
41
Goldman Sachs
New York
$9.6M +$44.5K +396 +0.4%
WSFS
42
Wilmington Savings Fund Society
Delaware
$9.52M +$97.1K +865 +0.9%
KeyBank National Association
43
KeyBank National Association
Ohio
$9.47M -$87.5K -779 -0.8%
PFPT
44
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.05M +$34.8K +310 +0.3%
SPIA
45
Steward Partners Investment Advisory
New York
$8.96M +$2.6M +23,170 +36%
RFA
46
RTD Financial Advisors
Pennsylvania
$8.82M -$499K -4,441 -5%
UB
47
UMB Bank
Missouri
$8.73M -$1.82M -16,172 -16%
Creative Planning
48
Creative Planning
Kansas
$8.52M +$265K +2,356 +3%
SFP
49
Sterling Financial Planning
New Jersey
$8.46M +$747K +6,651 +9%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$8.22M +$168K +1,496 +2%

IJT Hedge Fund Activity: Q3 2022 in Review

593 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2022, worth a combined $2.73B — up 0.36% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of IJT and 39 opened new positions — a net loss of 14 holders — while 170 trimmed existing stakes and 198 added.

The largest buyer was M&T Bank, adding an estimated $71.3M. The largest seller was Stifel Financial, cutting an estimated $7.29M.

  • 593 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2022, down from 613 in Q2 2022.
  • Funds reported $2.73B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2022, up 0.36% quarter-over-quarter.
  • 39 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2022 and 53 closed out, a net change of -14 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2022 was M&T Bank, an estimated $71.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2022 was Stifel Financial, an estimated $7.29M sold.

Based on aggregated 13F filings for Q3 2022.