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iShares S&P Small-Cap 600 Growth ETF

655 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $306K

154% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 46

10% more funds holding

Funds holding: 593655 (+62)

2% more capital invested

Capital invested by funds: $3.53B → $3.59B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.45% less ownership

Funds ownership: 57.19%56.74% (-0.45%)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 189

Holders
655
Holders Change
+62
Holders Change %
+10.46%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
117
Increased
171
Reduced
189
Closed
46
Calls
$1.72M
Puts
$306K
Net Calls
+$1.41M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
576
Newbridge Financial Services Group
Florida
$40K
PP
577
PFS Partners
New Jersey
$39.7K +$38.9K +286 New
IBOK
578
Independence Bank of Kentucky
Kentucky
$39K
CT
579
Caldwell Trust
Florida
$38.9K
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$38K
TWM
581
Tradition Wealth Management
Minnesota
$38K
HIA
582
Harbor Investment Advisory
Maryland
$36K
NSIM
583
North Star Investment Management
Illinois
$35K
CIA
584
Choate Investment Advisors
Massachusetts
$33K -$5.85K -43 -15%
Kayne Anderson Rudnick Investment Management
585
Kayne Anderson Rudnick Investment Management
California
$32K -$9.26K -68 -23%
ACK
586
Andrew C. Karlinski
$32K +$31.4K +231 New
RFA
587
Reilly Financial Advisors
California
$31K
AHIA
588
Andrew Hill Investment Advisors
Florida
$31K +$30.8K +226 New
AC
589
AlphaCore Capital
California
$30K
GTAM
590
Global Trust Asset Management
Florida
$29K
TFS
591
TrustCore Financial Services
Tennessee
$29K
CWP
592
Concord Wealth Partners
Virginia
$28K +$27.5K +202 New
CIAS
593
Capital Investment Advisory Services
North Carolina
$27K
EWM
594
EPG Wealth Management
Georgia
$27K
CWC
595
Carolinas Wealth Consulting
North Carolina
$26K -$136 -1 -0.5%
SN
596
Sittner & Nelson
Oregon
$26K
BWM
597
BerganKDV Wealth Management
Minnesota
$26K +$25.9K +190 New
WWM
598
Wolff Wiese Magana
California
$24K -$40.8K -300 -63%
HR
599
Howe & Rusling
New York
$24K
CB
600
CNB Bank
Pennsylvania
$23K

IJT Hedge Fund Activity: Q4 2021 in Review

655 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2021, worth a combined $3.59B — up 1.8% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IJT positions and 46 closed out — a net gain of 71 holders — while 171 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $71.5M.

  • 655 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2021, up from 593 in Q3 2021.
  • Funds reported $3.59B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 117 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2021 and 46 closed out, a net change of +71 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $14.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $71.5M sold.

Based on aggregated 13F filings for Q4 2021.