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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
SBL
626
Sargent Bickham Lagudis
Colorado
$10K +$2.04K +15 +28%
ODG
627
O'Dell Group
Ohio
$9K
SFPG
628
Stonebridge Financial Planning Group
Florida
$9K
MCA
629
Maryland Capital Advisors
Maryland
$8K +$7.9K +58 New
DAM
630
Delta Asset Management
Tennessee
$7K
LWA
631
Lowe Wealth Advisors
Maryland
$7K
WBC
632
West Branch Capital
Massachusetts
$7K
SCA
633
Snowden Capital Advisors
New York
$7K +$7.35K +54 New
MW
634
Milestone Wealth
New York
$6K +$6.26K +46 New
AWM
635
Abound Wealth Management
Tennessee
$5.83K +$5.72K +42 New
BFG
636
Baron Financial Group
New Jersey
$5.14K
BEI
637
Benjamin Edwards Inc
Missouri
$5K +$5.17K +38 New
GWS
638
Glassman Wealth Services
Virginia
$5K +$5.17K +38 New
PK
639
Pflug Koory
Nebraska
$4K
WFS
640
Widmann Financial Services
Maryland
$4K +$4.36K +32 New
AW
641
Avion Wealth
Texas
$3K
SIS
642
Sound Income Strategies
Florida
$3K
CWM
643
CarsonAllaria Wealth Management
Illinois
$3K +$3.27K +24 New
IFA
644
Interactive Financial Advisors
Illinois
$2K -$48.3K -355 -97%
TC
645
Trust Company
Kansas
$2K +$1.91K +14 New
MP
646
McDonald Partners
Ohio
$1.8K -$319K -2,345 -99%
ACM
647
Absolute Capital Management
Pennsylvania
$1.8K +$1.77K +13 New
HCP
648
Hexagon Capital Partners
Arkansas
$1K
WFA
649
WestHill Financial Advisors
California
$1K
YAL
650
Your Advocates Ltd
Texas
$1K

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.