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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
AssetMark Inc
601
AssetMark Inc
California
$23K +$136 +1 +0.6%
AFG
602
Albion Financial Group
Utah
$22K
AIM
603
Anchor Investment Management
South Carolina
$20.3K +$19.9K +146 New
BAM
604
Baldrige Asset Management
Pennsylvania
$19K
HFA
605
HC Financial Advisors
California
$19K
AA
606
Addison Advisors
Vermont
$18K
LWA
607
Lenox Wealth Advisors
New York
$18K
TWC
608
TD Waterhouse Canada
Ontario, Canada
$17.9K +$14.8K +109 New
TIM
609
Tortoise Investment Management
New York
$17K
SCA
610
Stonebridge Capital Advisors
Minnesota
$17K +$12.7K +93 +310%
SFM
611
Signet Financial Management
New Jersey
$17K +$16.3K +120 New
SWM
612
Selective Wealth Management
Virginia
$16K
OHWP
613
Oak Harbor Wealth Partners
North Carolina
$16K +$15.2K +112 New
Barclays
614
Barclays
United Kingdom
$15K -$82.2K -604 -85%
BL
615
Balentine LLC
Georgia
$14K
TSWM
616
Tyler-Stone Wealth Management
Ohio
$14K +$13.6K +100 New
ZIG
617
Zullo Investment Group
Pennsylvania
$14K +$13.6K +100 New
BLC
618
Brown, Lisle/Cummings
Rhode Island
$13.3K +$13.1K +96 New
GI
619
Gradient Investments
Minnesota
$13K
MCM
620
MV Capital Management
Maryland
$13K
Qube Research & Technologies (QRT)
621
Qube Research & Technologies (QRT)
United Kingdom
$13K +$4.22K +31 +52%
CMBA
622
C.M. Bidwell & Associates
Hawaii
$12K
CBT
623
CoreFirst Bank & Trust
Kansas
$12K
SWM
624
Sugarloaf Wealth Management
Georgia
$11K
TFO
625
Tarbox Family Office
California
$11K

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.