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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
JPLA
626
Joseph P. Lucia & Associates
New York
$3K +$3.02K +24 New
TC
627
Trust Company
Kansas
$2K
AAP
628
Arax Advisory Partners
Colorado
$1K -$36.6M -290,572 -100%
NFSG
629
Newbridge Financial Services Group
Florida
$1K -$35.3K -280 -97%
AWM
630
Accel Wealth Management
Iowa
$1K
WFA
631
WestHill Financial Advisors
California
$1K
YAL
632
Your Advocates Ltd
Texas
$1K
HS
633
Horan Securities
United States
$1K +$252 +2 +67%
SLWS
634
Swaine & Leidel Wealth Services
Florida
$654 +$82.4K +654 New
RIM
635
Rockbridge Investment Management
New York
$254 -$84.2K -668 -100%
BNP Paribas Financial Markets
636
BNP Paribas Financial Markets
France
$250 +$252 +2 New
PL
637
Polianta Ltd
Jersey
-$8.87M -63,900 Closed
IWA
638
IBEX Wealth Advisors
New Jersey
-$3.84M -27,662 Closed
RA
639
RiverTree Advisors
Florida
-$2.17M -15,623 Closed
BOS
640
Bank of Stockton
California
-$1.61M -11,639 Closed
SWA
641
Stratos Wealth Advisors
Ohio
-$1.37M -9,860 Closed
BFG
642
Barber Financial Group
Kansas
-$944K -6,802 Closed
PPW
643
Parcion Private Wealth
Washington
-$852K -6,382 Closed
TPWM
644
Twelve Points Wealth Management
Massachusetts
-$528K -3,806 Closed
SEP
645
Southland Equity Partners
Missouri
-$381K -2,743 Closed
SG
646
StoneX Group
New York
-$348K -2,504 Closed
HR
647
Hardy Reed
Mississippi
-$305K -2,199 Closed
LCM
648
Leisure Capital Management
California
-$302K -2,175 Closed
AIA
649
Angeles Investment Advisors
California
-$289K -2,079 Closed
PBO
650
Peoples Bank (Ohio)
Ohio
-$286K -2,061 Closed

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.