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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
DCM
651
Donaldson Capital Management
Indiana
-$282K -2,030 Closed
AWA
652
Arete Wealth Advisors
Illinois
-$258K -1,857 Closed
DAS
653
Dynamic Advisor Solutions
Arizona
-$257K -1,855 Closed
TPA
654
Trivium Point Advisory
Connecticut
-$249K -1,797 Closed
FCBT
655
First Citizens Bank & Trust
North Carolina
-$247K -1,776 Closed
PA
656
PFG Advisors
Arizona
-$244K -1,756 Closed
LNWTC
657
Laird Norton Wetherby Trust Company
Washington
-$228K -1,645 Closed
BMCM
658
Bryn Mawr Capital Management
Pennsylvania
-$227K -1,639 Closed
FNT
659
First National Trust
Pennsylvania
-$226K -1,625 Closed
HIMC
660
Heritage Investors Management Corp
Maryland
-$222K -1,600 Closed
BFS
661
Bickling Financial Services
Massachusetts
-$219K -1,580 Closed
PL
662
Plancorp LLC
Missouri
-$218K -1,568 Closed
BO
663
BRR OpCo
Ohio
-$217K -1,563 Closed
PA
664
Procyon Advisors
Connecticut
-$215K -1,548 Closed
FNBTCON
665
First National Bank & Trust Co of Newtown
Pennsylvania
-$213K -1,538 Closed
SFA
666
Sequoia Financial Advisors
Ohio
-$213K -1,533 Closed
SPP
667
Single Point Partners
Massachusetts
-$213K -1,532 Closed
PWM
668
Perigon Wealth Management
California
-$211K -1,519 Closed
CWM
669
Cornerstone Wealth Management
Missouri
-$211K -1,514 Closed
EFSCE
670
Enterprise Financial Services Corp (EFSC)
Missouri
-$210K -1,510 Closed
RRC
671
Relaxing Retirement Coach
Massachusetts
-$208K -1,500 Closed
AFAS
672
Acorn Financial Advisory Services
Virginia
-$205K -1,477 Closed
AWA
673
ARQ Wealth Advisors
Arizona
-$202K -1,456 Closed
NB
674
NBT Bank
New York
-$202K -1,456 Closed
CCM
675
Coldstream Capital Management
Washington
-$201K -1,450 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.