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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
National Bank of Canada
501
National Bank of Canada
Quebec, Canada
$124K -$20.9K -190 -14%
WAG
502
Windsor Advisory Group
Ohio
$119K +$121K +1,104 New
HPC
503
HM Payson & Co
Maine
$119K
JGIA
504
Jackson Grant Investment Advisers
Connecticut
$119K +$440 +4 +0.4%
SSB
505
Sandy Spring Bank
Maryland
$115K
OFG
506
Oxford Financial Group
Indiana
$115K +$220 +2 +0.2%
CTC
507
Central Trust Company
Missouri
$115K -$90.2K -820 -44%
CT
508
Cambridge Trust
Massachusetts
$111K
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$108K +$220 +2 +0.2%
EWM
510
Evermay Wealth Management
Virginia
$105K
BFEC
511
Benjamin F. Edwards & Company
Missouri
$103K
BWL
512
Bogart Wealth LLC
Virginia
$101K +$34.1K +310 +49%
TCWA
513
Ten Capital Wealth Advisors
Washington
$100K
MFC
514
Mechanics Financial Corp
Ohio
$99K
MIM
515
Macroview Investment Management
Maryland
$99K +$11.5K +105 +13%
BWP
516
Baldwin Wealth Partners
Massachusetts
$97K -$550 -5 -0.6%
LC
517
Lindbrook Capital
California
$95.3K +$41.1K +374 +74%
TCOV
518
Trust Company of Vermont
Vermont
$94.9K
EWA
519
EverSource Wealth Advisors
Alabama
$88.8K +$1.65K +15 +2%
AF
520
Affiance Financial
Minnesota
$82.1K
SIC
521
Salem Investment Counselors
North Carolina
$81.9K -$6.16K -56 -7%
TAM
522
Townsend Asset Management
North Carolina
$78.8K +$110 +1 +0.1%
BTI
523
Blue Trust Inc
Georgia
$78K -$1.76K -16 -2%
ST
524
Smithfield Trust
Pennsylvania
$75K
RIA
525
Realta Investment Advisors
Delaware
$74.5K -$14K -127 -16%

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.