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iShares S&P Small-Cap 600 Growth ETF

655 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $306K

154% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 46

10% more funds holding

Funds holding: 593655 (+62)

2% more capital invested

Capital invested by funds: $3.53B → $3.59B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.45% less ownership

Funds ownership: 57.19%56.74% (-0.45%)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 189

Holders
655
Holders Change
+62
Holders Change %
+10.46%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
117
Increased
171
Reduced
189
Closed
46
Calls
$1.72M
Puts
$306K
Net Calls
+$1.41M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
676
Stratos Investment Management
Ohio
-$250K -1,919 Closed
PFA
677
Pinnacle Family Advisors
Missouri
-$246K -1,891 Closed
HW
678
Hedeker Wealth
Illinois
-$239K -1,842 Closed
FFW
679
Fusion Family Wealth
New York
-$226K -1,738 Closed
SBH
680
Segall Bryant & Hamill
Illinois
-$220K -1,690 Closed
IIC
681
Ironwood Investment Counsel
Arizona
-$200K -1,542 Closed
BMD
682
Better Money Decisions
New Mexico
-$148K -1,140 Closed
BW
683
Bison Wealth
Georgia
-$127K -980 Closed
FA
684
Flagstar Advisors
New York
-$78K -600 Closed
CDIA
685
Capital Directions Investment Advisors
Georgia
-$70K -540 Closed
APWA
686
Atlas Private Wealth Advisors
New Jersey
-$43K -330 Closed
BC
687
Bartlett & Co
Ohio
-$42K -320 Closed
BCWM
688
Bartlett & Co Wealth Management
Ohio
-$41.6K -320 Closed
SSW
689
Smith Shellnut Wilson
Mississippi
-$42K -320 Closed
KIG
690
Kowal Investment Group
Wisconsin
-$34K -261 Closed
FCM
691
Firestone Capital Management
Florida
-$26K -198 Closed
LWM
692
Liberty Wealth Management
California
-$12K -88 Closed
CI
693
Cordant Inc
Oregon
-$10K -74 Closed
CFA
694
Carroll Financial Associates
North Carolina
-$8K -62 Closed
UFF
695
USA Financial Formulas
Michigan
-$5K -39 Closed
JPLA
696
Joseph P. Lucia & Associates
New York
-$3K -24 Closed
LDFR
697
Lehman & Derafelo Financial Resources
Pennsylvania
-$3K -24 Closed
OSNBOA
698
Old Second National Bank of Aurora
Illinois
-$2K -18 Closed
GKWIM
699
Gerber Kawasaki Wealth & Investment Management
California
-$3K -3 Closed
ACA
700
Aptus Capital Advisors
Alabama
+$136 +1 New

IJT Hedge Fund Activity: Q4 2021 in Review

655 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2021, worth a combined $3.59B — up 1.8% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IJT positions and 46 closed out — a net gain of 71 holders — while 171 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $71.5M.

  • 655 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2021, up from 593 in Q3 2021.
  • Funds reported $3.59B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 117 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2021 and 46 closed out, a net change of +71 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $14.9M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $71.5M sold.

Based on aggregated 13F filings for Q4 2021.