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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
CMBA
576
C.M. Bidwell & Associates
Hawaii
$9K
CWM
577
CarsonAllaria Wealth Management
Illinois
$9K +$6.69K +59 +236%
TWP
578
TFO Wealth Partners
Ohio
$9K +$9.63K +85 New
LDFR
579
Lehman & Derafelo Financial Resources
Pennsylvania
$9K +$9.97K +88 New
FP
580
Financial Perspectives
Minnesota
$8.14K -$92.8K -819 -91%
WPA
581
West Paces Advisors
Georgia
$8K +$8.62K +76 New
AC
582
AlphaCore Capital
California
$8K -$15.8K -139 -65%
CBT
583
CoreFirst Bank & Trust
Kansas
$8K -$1.36K -12 -14%
OSNBOA
584
Old Second National Bank of Aurora
Illinois
$8K
TWC
585
TD Waterhouse Canada
Ontario, Canada
$7.75K
ODG
586
O'Dell Group
Ohio
$7K
SBL
587
Sargent Bickham Lagudis
Colorado
$7K
AA
588
Ancora Advisors
Ohio
$7K +$7.59K +67 New
Bank of Montreal
589
Bank of Montreal
Ontario, Canada
$5.43K -$266K -2,348 -4%
BL
590
Balentine LLC
Georgia
$5K -$4.42K -39 -47%
LWA
591
Lowe Wealth Advisors
Maryland
$5K
MW
592
Milestone Wealth
New York
$5K
WBC
593
West Branch Capital
Massachusetts
$5K
AIC
594
Archer Investment Corporation
Indiana
$4.63K
AWM
595
Abound Wealth Management
Tennessee
$4.42K
BCMLT
596
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
HFS
597
Heritage Financial Services
Massachusetts
$4K +$4.53K +40 New
BFG
598
Baron Financial Group
New Jersey
$3.9K
BEI
599
Benjamin Edwards Inc
Missouri
$3K -$1.59K -14 -37%
JPLA
600
Joseph P. Lucia & Associates
New York
$3K

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.