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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
SIAP
551
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$43K
BCWM
552
Bartlett & Co Wealth Management
Ohio
$40K +$40.3K +320 New
BC
553
Bartlett & Co
Ohio
$40K +$40.3K +320 New
HWA
554
HHM Wealth Advisors
Tennessee
$40K +$40.3K +320 New
PCTC
555
Perkins Coie Trust Company
Washington
$39K -$27.2K -216 -41%
EWM
556
Endurance Wealth Management
Rhode Island
$39K
FFA
557
Founders Financial Alliance
North Carolina
$37K
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$37K +$2.4K +19 +7%
CWP
559
Concord Wealth Partners
Virginia
$37K +$12.2K +97 +48%
CCA
560
Column Capital Advisors
Indiana
$36K
PP
561
PFS Partners
New Jersey
$35.8K
CT
562
Caldwell Trust
Florida
$35K
IBOK
563
Independence Bank of Kentucky
Kentucky
$35K
TWM
564
Tradition Wealth Management
Minnesota
$34K
HIA
565
Harbor Investment Advisory
Maryland
$32K
MCM
566
MV Capital Management
Maryland
$32K +$20K +159 +169%
Fuller & Thaler Asset Management
567
Fuller & Thaler Asset Management
California
$32K +$31.8K +252 New
CIA
568
Choate Investment Advisors
Massachusetts
$30K
ACK
569
Andrew C. Karlinski
$29K
AC
570
AlphaCore Capital
California
$27K
GTAM
571
Global Trust Asset Management
Florida
$26K
Kayne Anderson Rudnick Investment Management
572
Kayne Anderson Rudnick Investment Management
California
$25K -$3.78K -30 -13%
CIAS
573
Capital Investment Advisory Services
North Carolina
$25K
EWM
574
EPG Wealth Management
Georgia
$24K
CWC
575
Carolinas Wealth Consulting
North Carolina
$23K

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.