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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
BFPW
526
BOK Financial Private Wealth
Colorado
$69K
WCAMG
527
Woodard & Company Asset Management Group
North Carolina
$68.9K
PO
528
Private Ocean
California
$67K
CTB
529
Country Trust Bank
Illinois
$66.9K
LFA
530
LGT Financial Advisors
Texas
$65.2K +$66.3K +603 New
FFC
531
First Financial Corp
Indiana
$64.8K
CA
532
CoreCap Advisors
Michigan
$64.3K +$65.4K +595 New
PCM
533
Perritt Capital Management
Illinois
$62.6K +$63.7K +579 New
CWP
534
Concord Wealth Partners
Virginia
$60.6K +$61.7K +561 New
BA
535
Ballast Advisors
Minnesota
$59.4K
CPA
536
Cardiff Park Advisors
California
$58.4K
FP
537
Financial Perspectives
Minnesota
$56.8K +$39K +355 +209%
PB
538
Pinnacle Bancorp
Nebraska
$55K
PIP
539
Peachtree Investment Partners
Florida
$54.5K -$33.6K -306 -38%
CDIA
540
Capital Directions Investment Advisors
Georgia
$54.3K +$55.2K +502 New
TCA
541
Trifecta Capital Advisors
Illinois
$54K +$55K +500 New
RG
542
Retirement Group
California
$54K +$55K +500 New
APW
543
Acima Private Wealth
Virginia
$50.8K
BCM
544
Bourgeon Capital Management
Connecticut
$49.7K +$50.6K +460 New
MFT
545
Moisand Fitzgerald Tamayo
Florida
$49.1K +$3.3K +30 +7%
FPB
546
First PREMIER Bank
South Dakota
$49K
CTA
547
Colonial Trust Advisors
South Carolina
$47.9K +$48.7K +443 New
IIL
548
Insight Inv LLC
California
$46K
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$46K -$29.5K -268 -39%
CFD
550
Creative Financial Designs
Indiana
$45.6K -$43.9K -399 -49%

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.