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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
CFCI
526
Comprehensive Financial Consultants Institutional
Indiana
$98K +$107K +788 New
RIM
527
Rockbridge Investment Management
New York
$93K
FF
528
FourThought Financial
Florida
$91K
BWL
529
Bogart Wealth LLC
Virginia
$91K +$4.22K +31 +5%
WCAMG
530
Woodard & Company Asset Management Group
North Carolina
$89K
CFB
531
Cullen/Frost Bankers
Texas
$87K
FP
532
Financial Perspectives
Minnesota
$83K +$32.8K +241 +68%
FFC
533
First Financial Corp
Indiana
$83K
CA
534
Cornerstone Advisory
Maryland
$83K +$81.7K +600 New
CA
535
CoreCap Advisors
Michigan
$82K +$80.3K +590 New
KFS
536
Kelly Financial Services
Massachusetts
$78.7K -$6.17M -45,355 -99%
SWM
537
Spire Wealth Management
Virginia
$78K +$2.59K +19 +4%
BA
538
Ballast Advisors
Minnesota
$76K
TCWM
539
Total Clarity Wealth Management
Illinois
$76K
CPA
540
Cardiff Park Advisors
California
$75K +$73.5K +540 New
GIP
541
Granite Investment Partners
California
$74K +$136 +1 +0.2%
APW
542
Acima Private Wealth
Virginia
$74K +$73K +536 New
PCTC
543
Perkins Coie Trust Company
Washington
$73K -$12.3K -90 -15%
PB
544
Pinnacle Bancorp
Nebraska
$71K
DWMG
545
DB Wealth Management Group
California
$69K
RG
546
Retirement Group
California
$69K
MIM
547
Macroview Investment Management
Maryland
$68K -$1.09K -8 -2%
TC
548
TAP Consulting
Missouri
$68K +$67K +492 New
BFEC
549
Benjamin F. Edwards & Company
Missouri
$67K
FPB
550
First PREMIER Bank
South Dakota
$62K

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.