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iShares S&P Small-Cap 600 Growth ETF

641 hedge funds and large institutions have $4.18B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 184 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 40

53% more capital invested

Capital invested by funds: $2.73B → $4.18B (+$1.44B)

11.71% more ownership

Funds ownership: 58.03%69.74% (+12%)

8% more funds holding

Funds holding: 593641 (+48)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

8% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 201

Holders
641
Holders Change
+48
Holders Change %
+8.09%
% of All Funds
10.3%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
98
Increased
184
Reduced
201
Closed
40
Calls
$607K
Puts
Net Calls
+$607K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
626
Romano Brothers & Co
Illinois
$4.01K +$4.07K +37 New
HFS
627
Hantz Financial Services
Michigan
$4K +$3.74K +34 New
BCMLT
628
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.89K +$660 +6 +20%
MA
629
Montag & Associates
Georgia
$3.46K +$3.52K +32 New
AIM
630
Anchor Investment Management
South Carolina
$2.81K
SIS
631
Sound Income Strategies
Florida
$2.59K
LOIP
632
Live Oak Investment Partners
Texas
$2.59K
CT
633
Colonial Trust
South Carolina
$2.28K +$2.31K +21 New
AW
634
Avion Wealth
Texas
$2K
AWM
635
Accel Wealth Management
Iowa
$1.95K +$880 +8 +80%
HS
636
Horan Securities
United States
$1.14K +$110 +1 +10%
WFA
637
WestHill Financial Advisors
California
$1.08K
MRCM
638
M&R Capital Management
New Jersey
$1.08K +$1.1K +10 New
SCA
639
Stonebridge Capital Advisors
Minnesota
$434 +$440 +4 New
FGAM
640
Financial Gravity Asset Management
Texas
$193 +$11.9K +108 New
BNP Paribas Financial Markets
641
BNP Paribas Financial Markets
France
$108
OAM
642
Oppenheimer Asset Management
New York
-$8.02M -78,858 Closed
PWM
643
PRW Wealth Management
Massachusetts
-$5.37M -52,822 Closed
MA
644
MUFG Americas
New York
-$4.86M -47,815 Closed
CI
645
CX Institutional
Indiana
-$2.36M -23,188 Closed
SLT
646
St Louis Trust
Missouri
-$838K -7,344 Closed
FFN
647
Focus Financial Network
Minnesota
-$534K -5,257 Closed
WWA
648
WCG Wealth Advisors
Nevada
-$494K -4,856 Closed
FNBOO
649
First National Bank of Omaha
Nebraska
-$442K -4,350 Closed
AWS
650
AJ Wealth Strategies
New York
-$355K -3,495 Closed

IJT Hedge Fund Activity: Q4 2022 in Review

641 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2022, worth a combined $4.18B — up 53% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IJT positions and 40 closed out — a net gain of 58 holders — while 184 added to existing stakes and 201 trimmed.

The largest buyer was Cottage Street Advisors, adding an estimated $568M. The largest seller was World Investment Advisors, cutting an estimated $22.4M.

  • 641 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2022, up from 593 in Q3 2022.
  • Funds reported $4.18B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2022, up 53% quarter-over-quarter.
  • 98 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2022 and 40 closed out, a net change of +58 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2022 was Cottage Street Advisors, an estimated $568M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2022 was World Investment Advisors, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2022.