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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
OWA
651
Outlook Wealth Advisors
Texas
-$344K -3,382 Closed
SFO
652
Standard Family Office
South Dakota
-$337K -3,310 Closed
GWA
653
GGM Wealth Advisors
Maryland
-$327K -2,990 Closed
CA
654
Continuum Advisory
Idaho
-$297K -2,922 Closed
HFA
655
Highland Financial Advisors
New Jersey
-$295K -2,900 Closed
Walleye Capital
656
Walleye Capital
New York
-$288K -2,831 Closed
CCFM
657
Clear Creek Financial Management
Washington
-$240K -2,360 Closed
TCA
658
Transcend Capital Advisors
New Jersey
-$219K -2,151 Closed
BMC
659
Beaton Management Company
Massachusetts
-$201K -1,980 Closed
SWM
660
Southern Wealth Management
Texas
-$204K -1,826 Closed
FFW
661
Fusion Family Wealth
New York
-$226K -1,738 Closed
HCP
662
Hexagon Capital Partners
Arkansas
-$173K -1,700 Closed
GWSG
663
GPS Wealth Strategies Group
Colorado
-$146K -1,435 Closed
FA
664
Flagstar Advisors
New York
-$108K -1,063 Closed
CB
665
Community Bank
New York
-$48K -475 Closed
HWA
666
HHM Wealth Advisors
Tennessee
-$33K -320 Closed
ANBT
667
American National Bank & Trust
Texas
-$21K -206 Closed
CWM
668
Castle Wealth Management
Florida
-$19K -190 Closed
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$18K -174 Closed
HBW
670
Hazlett, Burt & Watson
West Virginia
-$16.5K -150 -98%
BAM
671
Baldrige Asset Management
Pennsylvania
-$14K -138 Closed
SWM
672
Selective Wealth Management
Virginia
-$12K -114 Closed
OPW
673
Oxler Private Wealth
New York
-$11.3K -100 Closed
LDFR
674
Lehman & Derafelo Financial Resources
Pennsylvania
-$9K -88 Closed
MAM
675
Meeder Asset Management
Ohio
-$9K -88 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.