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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
LWANC
501
Laurel Wealth Advisors (North Carolina)
North Carolina
$125K +$126 +1 +0.1%
EWM
502
Evermay Wealth Management
Virginia
$123K
SLWA
503
San Luis Wealth Advisors
California
$122K +$111K +878 New
CTB
504
Country Trust Bank
Illinois
$120K
MFC
505
Mechanics Financial Corp
Ohio
$115K
BWP
506
Baldwin Wealth Partners
Massachusetts
$113K +$10.1K +80 +10%
FP
507
Financial Perspectives
Minnesota
$112K +$37.6K +298 +50%
IFA
508
Interactive Financial Advisors
Illinois
$112K +$116K +918 +8,345%
OFG
509
Oxford Financial Group
Indiana
$111K
LC
510
Lindbrook Capital
California
$110K +$64K +508 +136%
TCWA
511
Ten Capital Wealth Advisors
Washington
$107K +$108K +854 New
SMG
512
Spectrum Management Group
Indiana
$105K
QCG
513
Quadrant Capital Group
Ohio
$104K -$504 -4 -0.5%
LCM
514
Logan Capital Management
Pennsylvania
$103K
GAM
515
Gemmer Asset Management
California
$101K
SCA
516
Sandy Cove Advisors
Massachusetts
$95K +$42.7K +339 +80%
ST
517
Smithfield Trust
Pennsylvania
$93K
TAM
518
Townsend Asset Management
North Carolina
$91K
BWL
519
Bogart Wealth LLC
Virginia
$82K
FF
520
FourThought Financial
Florida
$82K
WCAMG
521
Woodard & Company Asset Management Group
North Carolina
$80K
PO
522
Private Ocean
California
$78K -$12.1K -96 -13%
CFB
523
Cullen/Frost Bankers
Texas
$78K
EWA
524
EverSource Wealth Advisors
Alabama
$76K -$93.2K -739 -55%
HPC
525
HM Payson & Co
Maine
$76K +$37.8K +300 +99%

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.