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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
BS
651
Boenning & Scattergood
Pennsylvania
-$219K -1,753 Closed
LG
652
LaFleur & Godfrey
Michigan
-$215K -1,722 Closed
SBH
653
Segall Bryant & Hamill
Illinois
-$212K -1,690 Closed
IF
654
Intrua Financial
Texas
-$210K -1,680 Closed
SWM
655
SFG Wealth Management
Maryland
-$209K -1,673 Closed
PFM
656
Phillips Financial Management
Indiana
-$209K -1,672 Closed
AWE
657
Avidian Wealth Enterprises
Texas
-$208K -1,661 Closed
KTA
658
Keeley-Teton Advisors
Illinois
-$206K -1,650 Closed
CPC
659
Consolidated Planning Corp
Georgia
-$206K -1,648 Closed
SWM
660
Segment Wealth Management
Texas
-$200K -1,600 Closed
BBHC
661
Brown Brothers Harriman & Co
New York
-$175K -1,398 Closed
RFWA
662
RPg Family Wealth Advisory
Massachusetts
-$147K -1,176 Closed
IFAM
663
Institutional & Family Asset Management
Colorado
-$147K -1,172 Closed
SLWA
664
San Luis Wealth Advisors
California
-$122K -878 Closed
GAM
665
Gemmer Asset Management
California
-$101K -808 Closed
SCA
666
Sandy Cove Advisors
Massachusetts
-$95K -763 Closed
GIP
667
Granite Investment Partners
California
-$67K -533 Closed
ARIS
668
Advanced Research Investment Solutions
California
-$61K -487 Closed
EWM
669
EPG Wealth Management
Georgia
-$24K -194 Closed
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$23K -184 Closed
Koshinski Asset Management
671
Koshinski Asset Management
Illinois
-$18.5K -148 Closed
TFO
672
Tarbox Family Office
California
-$10K -83 Closed
TAM
673
Tucker Asset Management
Colorado
-$10.3K -82 Closed
First Manhattan
674
First Manhattan
New York
-$6K -55 Closed
DC
675
DeDora Capital
California
-$5K -42 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.