We are live on ! Find out more
IJT icon

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
RFWA
501
RPg Family Wealth Advisory
Massachusetts
$163K
IFAM
502
Institutional & Family Asset Management
Colorado
$163K
SSB
503
Sandy Spring Bank
Maryland
$160K +$31.2K +229 +25%
JGIA
504
Jackson Grant Investment Advisers
Connecticut
$151K +$272 +2 +0.2%
CWS
505
Confluence Wealth Services
Pennsylvania
$148K +$146K +1,072 New
PIP
506
Peachtree Investment Partners
Florida
$147K +$681 +5 +0.5%
CT
507
Cambridge Trust
Massachusetts
$143K +$140K +1,030 New
RDFA
508
Ritter Daniher Financial Advisory
Ohio
$142K
HWA
509
Heritage Wealth Advisors
Virginia
$139K
LWANC
510
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$136 +1 +0.1%
EWM
511
Evermay Wealth Management
Virginia
$136K -$16.3K -120 -11%
CTB
512
Country Trust Bank
Illinois
$133K -$40.8K -300 -24%
MFC
513
Mechanics Financial Corp
Ohio
$127K +$125K +916 New
OFG
514
Oxford Financial Group
Indiana
$123K +$31.6K +232 +35%
TCOV
515
Trust Company of Vermont
Vermont
$122K +$120K +878 New
SMG
516
Spectrum Management Group
Indiana
$117K
QCG
517
Quadrant Capital Group
Ohio
$116K
BWP
518
Baldwin Wealth Partners
Massachusetts
$114K
LCM
519
Logan Capital Management
Pennsylvania
$114K
GAM
520
Gemmer Asset Management
California
$112K
CCM
521
Chilton Capital Management
Texas
$111K +$109K +800 New
KCM
522
KRS Capital Management
Michigan
$105K +$103K +760 New
ST
523
Smithfield Trust
Pennsylvania
$104K
TAM
524
Townsend Asset Management
North Carolina
$101K
PO
525
Private Ocean
California
$99K +$13.1K +96 +15%

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.