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iShares S&P Small-Cap 600 Growth ETF
IJT

613 hedge funds and large institutions have $2.72B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

2.36% less ownership

Funds ownership: 60.03% → 57.67% (-2.4%)

4% less funds holding

Funds holding: 637 → 613 (-24)

15% less capital invested

Capital invested by funds: $3.21B → $2.72B (-$487M)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

Holders
613
Holders Change
-24
Holders Change %
-3.77%
% of All Funds
10.33%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.3%
New
50
Increased
194
Reduced
195
Closed
68
Calls
$516K
Puts
–
Net Calls
+$516K
Net Calls Change
-$548K

Top Buyers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
+$22.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M
3
Morgan Stanley
Morgan Stanley
New York
+$15.1M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$14.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.07M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$160M
2
GI
Gradient Investments
Minnesota
-$29.2M
3
Wells Fargo
Wells Fargo
California
-$21.1M
4
UBS Group
UBS Group
Switzerland
-$11.1M
5
Bank of America
Bank of America
North Carolina
-$7.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
526
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K – – –
BC
527
Bartlett & Co
Ohio
$34K – – –
HWA
528
HHM Wealth Advisors
Tennessee
$34K – – –
BCWM
529
Bartlett & Co Wealth Management
Ohio
$33.7K – – –
EWM
530
Endurance Wealth Management
Rhode Island
$33K – – –
PCTC
531
Perkins Coie Trust Company
Washington
$33K – – –
DAC
532
Dividend Assets Capital
South Carolina
$32K +$29.1K +257 +535%
SWM
533
Spire Wealth Management
Virginia
$31K -$15.8K -139 -32%
OSAM
534
O'Shaughnessy Asset Management
Connecticut
$31K – – –
PP
535
PFS Partners
New Jersey
$30.1K – – –
CCA
536
Column Capital Advisors
Indiana
$30K – – –
CT
537
Caldwell Trust
Florida
$29.5K – – –
IBOK
538
Independence Bank of Kentucky
Kentucky
$29K – – –
TWM
539
Tradition Wealth Management
Minnesota
$29K – – –
MCM
540
MV Capital Management
Maryland
$27K – – –
HIA
541
Harbor Investment Advisory
Maryland
$25K -$2.27K -20 -8%
ACK
542
Andrew C. Karlinski
$24K – – –
CIA
543
Choate Investment Advisors
Massachusetts
$22K -$2.61K -23 -10%
GTAM
544
Global Trust Asset Management
Florida
$22K – – –
TCWM
545
Total Clarity Wealth Management
Illinois
$22K +$24K +212 New
Kayne Anderson Rudnick Investment Management
546
Kayne Anderson Rudnick Investment Management
California
$21K – – –
CWC
547
Carolinas Wealth Consulting
North Carolina
$20K – – –
SN
548
Sittner & Nelson
Oregon
$20K – – –
CWM
549
Castle Wealth Management
Florida
$20K +$21.5K +190 New
TFM
550
TFC Financial Management
Massachusetts
$19K +$20.2K +178 New
20 21
22
23 24

IJT Hedge Fund Activity: Q2 2022 in Review

613 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2022, worth a combined $2.72B — down 15% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IJT and 50 opened new positions — a net loss of 18 holders — while 195 trimmed existing stakes and 194 added.

The largest buyer was World Investment Advisors, adding an estimated $22.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $160M.

  • 613 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2022, down from 637 in Q1 2022.
  • Funds reported $2.72B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 50 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2022 and 68 closed out, a net change of -18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2022 was World Investment Advisors, an estimated $22.5M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2022.