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iShares S&P Small-Cap 600 Growth ETF

655 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $306K

154% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 46

10% more funds holding

Funds holding: 593655 (+62)

2% more capital invested

Capital invested by funds: $3.53B → $3.59B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.45% less ownership

Funds ownership: 57.19%56.74% (-0.45%)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 189

Holders
655
Holders Change
+62
Holders Change %
+10.46%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
117
Increased
171
Reduced
189
Closed
46
Calls
$1.72M
Puts
$306K
Net Calls
+$1.41M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
476
Charter Oak Capital Management
New Hampshire
$211K +$136 +1 +0.1%
CWM
477
Cornerstone Wealth Management
Missouri
$211K +$206K +1,514 New
PWM
478
Perigon Wealth Management
California
$211K +$207K +1,519 New
EFSCE
479
Enterprise Financial Services Corp (EFSC)
Missouri
$210K +$206K +1,510 New
GWSG
480
GPS Wealth Strategies Group
Colorado
$208K -$1.23K -9 -0.6%
CCT
481
Country Club Trust
Missouri
$208K +$204K +1,500 New
RRC
482
Relaxing Retirement Coach
Massachusetts
$208K +$204K +1,500 New
BAM
483
Belpointe Asset Management
Nevada
$207K -$1.43M -10,496 -88%
AFAS
484
Acorn Financial Advisory Services
Virginia
$205K +$201K +1,477 New
CT
485
Columbia Trust
Oregon
$203K
AWA
486
ARQ Wealth Advisors
Arizona
$202K +$198K +1,456 New
NB
487
NBT Bank
New York
$202K +$198K +1,456 New
CWM
488
Cahaba Wealth Management
Georgia
$201K -$48.5K -356 -20%
CCM
489
Coldstream Capital Management
Washington
$201K +$197K +1,450 New
National Bank of Canada
490
National Bank of Canada
Quebec, Canada
$192K +$188K +1,384 New
LFG
491
Larson Financial Group
Missouri
$191K +$172K +1,264 +1,129%
SWA
492
Sutton Wealth Advisors
Florida
$188K
DSC
493
Duncker Streett & Co
Missouri
$187K
EWA
494
EverSource Wealth Advisors
Alabama
$187K +$183K +1,346 New
CFO
495
CVA Family Office
Colorado
$178K +$117K +858 +202%
IRAG
496
Investment Research & Advisory Group
Georgia
$174K
OIA
497
Optimum Investment Advisors
Illinois
$172K
CFD
498
Creative Financial Designs
Indiana
$172K +$136 +1 +0.1%
LWCFA
499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K
DI
500
Disciplined Investments
Oklahoma
$166K +$3K +22 +2%

IJT Hedge Fund Activity: Q4 2021 in Review

655 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2021, worth a combined $3.59B — up 1.8% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IJT positions and 46 closed out — a net gain of 71 holders — while 171 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $71.5M.

  • 655 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2021, up from 593 in Q3 2021.
  • Funds reported $3.59B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 117 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2021 and 46 closed out, a net change of +71 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $14.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $71.5M sold.

Based on aggregated 13F filings for Q4 2021.