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iShares S&P Small-Cap 600 Growth ETF

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: 1618 (+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: 637613 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HR
551
Howe & Rusling
New York
$18K
WWM
552
Wolff Wiese Magana
California
$18K
AssetMark Inc
553
AssetMark Inc
California
$17K
CB
554
CNB Bank
Pennsylvania
$17K
AFG
555
Albion Financial Group
Utah
$16K +$113 +1 +0.6%
SWM
556
Sugarloaf Wealth Management
Georgia
$16K +$113 +1 +0.7%
HBW
557
Hazlett, Burt & Watson
West Virginia
$16K +$340 +3 +2%
BAM
558
Baldrige Asset Management
Pennsylvania
$15K
AA
559
Addison Advisors
Vermont
$14K
HFA
560
HC Financial Advisors
California
$14K
EWA
561
EverSource Wealth Advisors
Alabama
$13K -$54.9K -484 -80%
BONH
562
Bank of New Hampshire
New Hampshire
$13K
NSIM
563
North Star Investment Management
Illinois
$13K
TIM
564
Tortoise Investment Management
New York
$13K
Barclays
565
Barclays
United Kingdom
$12K -$645K -5,691 -98%
OHWP
566
Oak Harbor Wealth Partners
North Carolina
$12K
SWM
567
Selective Wealth Management
Virginia
$12K
ZIG
568
Zullo Investment Group
Pennsylvania
$12K +$113 +1 +0.9%
TSWM
569
Tyler-Stone Wealth Management
Ohio
$11K
BLC
570
Brown, Lisle/Cummings
Rhode Island
$10.1K
GI
571
Gradient Investments
Minnesota
$10K -$29.2M -258,012 -100%
SCA
572
Stonebridge Capital Advisors
Minnesota
$10K -$3.4K -30 -24%
CG
573
Cutler Group
California
$10K
AW
574
ACG Wealth
Georgia
$10K +$11K +97 New
FMB
575
Field & Main Bank
Kentucky
$10K +$11K +97 New

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.