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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
CBT
601
CoreFirst Bank & Trust
Kansas
$11K
CIAS
602
CFS Investment Advisory Services
New Jersey
$11K +$178M +1,411,743 +11,876%
TAM
603
Tucker Asset Management
Colorado
$10.3K +$10.3K +82 New
BL
604
Balentine LLC
Georgia
$10K -$2.65K -21 -20%
TFO
605
Tarbox Family Office
California
$10K +$126 +1 +1%
OSNBOA
606
Old Second National Bank of Aurora
Illinois
$10K +$9.83K +78 New
TWC
607
TD Waterhouse Canada
Ontario, Canada
$9.24K -$4.54K -36 -33%
SBL
608
Sargent Bickham Lagudis
Colorado
$9K
ODG
609
O'Dell Group
Ohio
$8K +$126 +1 +2%
LWA
610
Lowe Wealth Advisors
Maryland
$6K
MW
611
Milestone Wealth
New York
$6K
WBC
612
West Branch Capital
Massachusetts
$6K
DAC
613
Dividend Assets Capital
South Carolina
$6K +$6.05K +48 New
First Manhattan
614
First Manhattan
New York
$6K +$6.93K +55 New
AIC
615
Archer Investment Corporation
Indiana
$5.5K -$46.9K -372 -89%
AWM
616
Abound Wealth Management
Tennessee
$5.25K
BEI
617
Benjamin Edwards Inc
Missouri
$5K
LPP
618
Life Planning Partners
Florida
$5K +$5.04K +40 New
DC
619
DeDora Capital
California
$5K +$5.29K +42 New
BFG
620
Baron Financial Group
New Jersey
$4.63K
BCMLT
621
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$3.78K +30 New
AIM
622
Anchor Investment Management
South Carolina
$3.25K -$15.1K -120 -82%
AW
623
Avion Wealth
Texas
$3K
SIS
624
Sound Income Strategies
Florida
$3K
CWM
625
CarsonAllaria Wealth Management
Illinois
$3K +$126 +1 +4%

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.