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iShares S&P Small-Cap 600 Growth ETF

637 hedge funds and large institutions have $3.21B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $675K

3.29% more ownership

Funds ownership: 56.74%60.03% (+3.3%)

3% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 205

3% less funds holding

Funds holding: 655637 (-18)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

11% less capital invested

Capital invested by funds: $3.59B → $3.21B (-$385M)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
637
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
10.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
59
Increased
198
Reduced
205
Closed
66
Calls
$1.74M
Puts
$675K
Net Calls
+$1.06M
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
476
Centaurus Financial
California
$200K -$64K -508 -24%
IWC
477
Integrated Wealth Concepts
Massachusetts
$200K -$30.5K -242 -13%
SWM
478
Segment Wealth Management
Texas
$200K
AP
479
Atwood & Palmer
Missouri
$195K
COCM
480
Charter Oak Capital Management
New Hampshire
$189K -$1.76K -14 -0.9%
GWSG
481
GPS Wealth Strategies Group
Colorado
$188K
RBC
482
Roble Belko & Company
Pennsylvania
$178K -$30.1K -239 -14%
BBHC
483
Brown Brothers Harriman & Co
New York
$175K
National Bank of Canada
484
National Bank of Canada
Quebec, Canada
$173K
DSC
485
Duncker Streett & Co
Missouri
$168K
OIA
486
Optimum Investment Advisors
Illinois
$162K +$6.55K +52 +4%
CFO
487
CVA Family Office
Colorado
$160K
LFG
488
Larson Financial Group
Missouri
$159K -$13.4K -106 -8%
IRAG
489
Investment Research & Advisory Group
Georgia
$157K
DI
490
Disciplined Investments
Oklahoma
$150K
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K
RFWA
492
RPg Family Wealth Advisory
Massachusetts
$147K
IFAM
493
Institutional & Family Asset Management
Colorado
$147K
SWA
494
Sutton Wealth Advisors
Florida
$146K -$24.5K -194 -14%
SSB
495
Sandy Spring Bank
Maryland
$145K +$1.39K +11 +1%
CFD
496
Creative Financial Designs
Indiana
$138K -$17.5K -139 -11%
JGIA
497
Jackson Grant Investment Advisers
Connecticut
$136K +$252 +2 +0.2%
RDFA
498
Ritter Daniher Financial Advisory
Ohio
$134K +$5.8K +46 +4%
PIP
499
Peachtree Investment Partners
Florida
$132K +$252 +2 +0.2%
CT
500
Cambridge Trust
Massachusetts
$129K

IJT Hedge Fund Activity: Q1 2022 in Review

637 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2022, worth a combined $3.21B — down 11% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of IJT and 59 opened new positions — a net loss of 7 holders — while 205 trimmed existing stakes and 198 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $178M. The largest seller was Wells Fargo, cutting an estimated $37.5M.

  • 637 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2022, down from 655 in Q4 2021.
  • Funds reported $3.21B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 59 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2022 and 66 closed out, a net change of -7 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $178M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2022.