We are live on ! Find out more
IJT icon

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
AAP
26
Arax Advisory Partners
Colorado
$21.4M +$21.8M +198,266 New
HighTower Advisors
27
HighTower Advisors
Illinois
$21M +$391K +3,555 +2%
BFA
28
Beaumont Financial Advisors
Massachusetts
$20.9M -$709K -6,451 -3%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$20.7M -$76.7K -698 -0.4%
SFI
30
SPC Financial Inc
Maryland
$20.2M -$501K -4,559 -2%
GIA
31
GHP Investment Advisors
Colorado
$18.5M -$86.1K -783 -0.5%
Truist Financial
32
Truist Financial
North Carolina
$18.3M +$2.54M +23,130 +16%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$15.6M +$1.38M +12,516 +9%
RJA
34
Raymond James & Associates
Florida
$15.3M -$269K -2,447 -2%
FWP
35
Falcon Wealth Planning
California
$13.6M +$1.3M +11,813 +10%
Osaic Holdings
36
Osaic Holdings
Arizona
$13.4M +$296K +2,689 +2%
US Bancorp
37
US Bancorp
Minnesota
$12.3M +$5.26M +47,886 +73%
PA
38
Probity Advisors
Texas
$12.2M +$205K +1,861 +2%
SL
39
Salomon & Ludwin
Virginia
$11.9M -$165K -1,500 -1%
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
$11.9M +$70.8K +644 +0.6%
PHAM
41
Palisades Hudson Asset Management
Florida
$11.1M -$248K -2,255 -2%
PFPT
42
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.8M +$1.15M +10,434 +12%
Citadel Advisors
43
Citadel Advisors
Florida
$10.5M +$10.3M +93,768 +3,155%
MGIA
44
Moneta Group Investment Advisors
Missouri
$10.4M +$1.94M +17,676 +24%
TYCC
45
Texas Yale Capital Corp
Florida
$10.4M
KeyBank National Association
46
KeyBank National Association
Ohio
$10.2M +$189K +1,722 +2%
SDWMA
47
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.92M +$10.1M +91,786 New
WSFS
48
Wilmington Savings Fund Society
Delaware
$9.83M -$285K -2,592 -3%
RFA
49
RTD Financial Advisors
Pennsylvania
$9.79M +$425K +3,863 +4%
SPIA
50
Steward Partners Investment Advisory
New York
$9.53M +$4.95K +45 +0.1%

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.