We are live on ! Find out more
IJT icon

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
SIS
601
Sound Income Strategies
Florida
$3K
IAMOG
602
Investors Asset Management of Georgia
Georgia
$3K +$2.95K +26 New
AIM
603
Anchor Investment Management
South Carolina
$2.74K
RDIA
604
RE Dickinson Investment Advisors
Iowa
$2.2K +$178K +1,572 +8%
IFA
605
Interactive Financial Advisors
Illinois
$2K -$104K -918 -99%
AW
606
Avion Wealth
Texas
$2K
BWS
607
BCR Wealth Strategies
Alabama
$2K +$2.04K +18 New
AWM
608
Accel Wealth Management
Iowa
$1K
NFSG
609
Newbridge Financial Services Group
Florida
$1K
TC
610
Trust Company
Kansas
$1K
WFA
611
WestHill Financial Advisors
California
$1K
HS
612
Horan Securities
United States
$1K +$340 +3 +60%
BNP Paribas Financial Markets
613
BNP Paribas Financial Markets
France
$105 -$113 -1 -50%
FFA
614
Freedman Financial Associates
Massachusetts
-$1.89M -14,980 Closed
ADL
615
Asset Dedication LLC
California
-$1.15M -9,098 Closed
BPWM
616
Badgley Phelps Wealth Managers
Washington
-$1.1M -8,776 Closed
PWP
617
Personal Wealth Partners
Minnesota
-$1M -7,990 Closed
Jane Street
618
Jane Street
New York
-$958K -7,655 Closed
PCG
619
Private Capital Group
Connecticut
-$927K -7,412 Closed
TLFA
620
True Link Financial Advisors
California
-$787K -6,292 Closed
IWS
621
Insight Wealth Strategies
California
-$765K -6,116 Closed
OCM
622
Objective Capital Management
Ohio
-$678K -5,419 Closed
SQA
623
Simon Quick Advisors
New Jersey
-$503K -4,019 Closed
APWM
624
Atlas Private Wealth Management
New York
-$462K -3,692 Closed
WA
625
Wealth Alliance
New York
-$416K -3,324 Closed

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.