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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
SFO
626
Standard Family Office
South Dakota
-$414K -3,310 Closed
NEWAS
627
N.E.W. Advisory Services
Wisconsin
-$419K -3,264 Closed
HCC
628
Hirtle Callaghan & Co
Pennsylvania
-$405K -3,241 Closed
TA
629
Tiedemann Advisors
New York
-$401K -3,191 Closed
OCM
630
Orser Capital Management
Texas
-$363K -2,900 Closed
AT
631
American Trust
Kentucky
-$356K -2,848 Closed
HSA
632
HBK Sorce Advisory
Pennsylvania
-$347K -2,772 Closed
KWM
633
Keebeck Wealth Management
Illinois
-$322K -2,572 Closed
MWM
634
Madison Wealth Management
Ohio
-$318K -2,540 Closed
RCG
635
Resource Consulting Group
Florida
-$311K -2,486 Closed
BFAG
636
Blackston Financial Advisory Group
Florida
-$306K -2,350 Closed
PMG
637
ProVise Management Group
Florida
-$288K -2,302 Closed
FUBT
638
First United Bank & Trust
Maryland
-$268K -2,140 Closed
CWS
639
Cypress Wealth Services
California
-$256K -2,050 Closed
Comerica Bank
640
Comerica Bank
Texas
-$241K -1,961 Closed
SWM
641
Silverlake Wealth Management
Vermont
-$245K -1,956 Closed
CW
642
CreativeOne Wealth
Kansas
-$243K -1,942 Closed
FFBTD
643
First Financial Bank - Trust Division
Ohio
-$236K -1,884 Closed
ATIA
644
American Trust Investment Advisors
New Hampshire
-$230K -1,840 Closed
SNBOSD
645
Security National Bank of So Dak
Iowa
-$230K -1,838 Closed
KLI
646
Kelman-Lazarov Inc
Tennessee
-$225K -1,800 Closed
CFA
647
Cahill Financial Advisors
Minnesota
-$225K -1,797 Closed
SFS
648
Security Financial Services
Indiana
-$222K -1,775 Closed
BBNA
649
Bremer Bank National Association
Minnesota
-$221K -1,761 Closed
FFN
650
Focus Financial Network
Minnesota
-$220K -1,755 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.