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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
CT
576
Caldwell Trust
Florida
$30.3K
IBOK
577
Independence Bank of Kentucky
Kentucky
$30K
TWM
578
Tradition Wealth Management
Minnesota
$30K
MAWA
579
Moss Adams Wealth Advisors
Washington
$27K +$27.5K +250 New
HIA
580
Harbor Investment Advisory
Maryland
$25.7K
NRC
581
New Republic Capital
North Carolina
$22.9K +$23.3K +212 New
CAS
582
Coppell Advisory Solutions
Texas
$22.7K +$23.1K +210 New
CASC
583
Coppell Advisory Solutions Corp
Texas
$22.7K +$23.1K +210 New
GTAM
584
Global Trust Asset Management
Florida
$22.5K
Kayne Anderson Rudnick Investment Management
585
Kayne Anderson Rudnick Investment Management
California
$21.6K
KIA
586
Kraematon Investment Advisors
Massachusetts
$21.6K +$22K +200 New
MCM
587
MV Capital Management
Maryland
$21.2K -$21.7K -197 -50%
EWM
588
EPG Wealth Management
Georgia
$21K
CWC
589
Carolinas Wealth Consulting
North Carolina
$20.3K
SN
590
Sittner & Nelson
Oregon
$20.2K
TFM
591
TFC Financial Management
Massachusetts
$19.2K
BONH
592
Bank of New Hampshire
New Hampshire
$19K +$5.72K +52 +41%
HR
593
Howe & Rusling
New York
$18.8K
WWM
594
Wolff Wiese Magana
California
$18.8K
CB
595
CNB Bank
Pennsylvania
$17.7K
AFG
596
Albion Financial Group
Utah
$17K +$110 +1 +0.6%
SWM
597
Sugarloaf Wealth Management
Georgia
$16.5K
AssetMark Inc
598
AssetMark Inc
California
$16K
AA
599
Ancora Advisors
Ohio
$15K +$7.7K +70 +104%
AA
600
Addison Advisors
Vermont
$14K

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.