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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
DWMG
551
DB Wealth Management Group
California
$45.6K
AIA
552
Armor Investment Advisors
North Carolina
$45.4K
RA
553
Rise Advisors
New York
$44.7K +$220 +2 +0.5%
CG
554
Cutler Group
California
$43K -$11K -100 -20%
CNBTD
555
Citizens National Bank Trust Department
Mississippi
$43K
TFGT
556
TS Financial Group (TSFG)
Illinois
$43K
FA
557
Fiduciary Alliance
South Carolina
$38.8K +$39.5K +359 New
MPCG
558
Matrix Private Capital Group
New York
$38.7K
NFSG
559
Newbridge Financial Services Group
Florida
$38K +$110 +1 +0.3%
HWM
560
Horizons Wealth Management
North Carolina
$37K -$4.18K -38 -10%
S
561
SignatureFD
Georgia
$36.3K -$17.7K -161 -32%
CIAS
562
Capital Investment Advisory Services
North Carolina
$35K -$6.82K -62 -16%
BC
563
Bartlett & Co
Ohio
$35K
BCWM
564
Bartlett & Co Wealth Management
Ohio
$34.6K
FFA
565
Farther Finance Advisors
California
$34.4K +$35K +318 New
EWM
566
Endurance Wealth Management
Rhode Island
$34K
PCTC
567
Perkins Coie Trust Company
Washington
$33.7K
DAC
568
Dividend Assets Capital
South Carolina
$33K
TWD
569
True Wealth Design
Ohio
$32.4K +$33K +300 New
PVH
570
Psagot Value Holdings
Israel
$32K
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$31.9K
FFA
572
Founders Financial Alliance
North Carolina
$31.8K
CCA
573
Column Capital Advisors
Indiana
$31.1K
SWM
574
Spire Wealth Management
Virginia
$31K
PP
575
PFS Partners
New Jersey
$30.9K

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.