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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
SN
576
Sittner & Nelson
Oregon
$23K
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$23.2K +184 New
HR
578
Howe & Rusling
New York
$22K
WWM
579
Wolff Wiese Magana
California
$22K
AssetMark Inc
580
AssetMark Inc
California
$21K -$126 -1 -0.6%
CB
581
CNB Bank
Pennsylvania
$21K
AFG
582
Albion Financial Group
Utah
$20K
SWM
583
Sugarloaf Wealth Management
Georgia
$19K +$9.45K +75 +97%
HBW
584
Hazlett, Burt & Watson
West Virginia
$19K +$18.9K +150 New
Koshinski Asset Management
585
Koshinski Asset Management
Illinois
$18.5K -$36.8K -292 -66%
BAM
586
Baldrige Asset Management
Pennsylvania
$17K
HFA
587
HC Financial Advisors
California
$17K
NSIM
588
North Star Investment Management
Illinois
$16K -$16K -127 -50%
AA
589
Addison Advisors
Vermont
$16K
TIM
590
Tortoise Investment Management
New York
$16K
BONH
591
Bank of New Hampshire
New Hampshire
$16K +$16.1K +128 New
LWA
592
Lenox Wealth Advisors
New York
$15K
SCA
593
Stonebridge Capital Advisors
Minnesota
$15K
OHWP
594
Oak Harbor Wealth Partners
North Carolina
$14K
SWM
595
Selective Wealth Management
Virginia
$14K
ZIG
596
Zullo Investment Group
Pennsylvania
$14K +$1.26K +10 +10%
TSWM
597
Tyler-Stone Wealth Management
Ohio
$13K
BLC
598
Brown, Lisle/Cummings
Rhode Island
$12K
CG
599
Cutler Group
California
$12K +$12.6K +100 New
CMBA
600
C.M. Bidwell & Associates
Hawaii
$11K

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.