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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
Franklin Resources
51
Franklin Resources
California
$9.39M -$2.09M -16,572 -18%
SFP
52
Sterling Financial Planning
New Jersey
$9.08M +$473K +3,751 +5%
KAS
53
Kestra Advisory Services
Texas
$9.03M +$1.19M +9,448 +15%
CG
54
Colony Group
Massachusetts
$8.64M -$18.9K -150 -0.2%
US Bancorp
55
US Bancorp
Minnesota
$8.63M -$519K -4,116 -6%
BEC
56
Blue Edge Capital
Virginia
$8.08M -$2.03M -16,077 -20%
RA
57
Rodgers & Associates
Pennsylvania
$8.04M +$1.01M +7,982 +14%
SPIA
58
Steward Partners Investment Advisory
New York
$7.95M +$1.44M +11,388 +22%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$7.63M -$631K -5,002 -8%
CA
60
Centerpoint Advisors
Massachusetts
$7.46M -$211K -1,675 -3%
SWA
61
SOA Wealth Advisors
New York
$7.35M +$48.3K +383 +0.7%
CSA
62
Cottage Street Advisors
Massachusetts
$7.16M
TPCW
63
TD Private Client Wealth
New York
$7.07M -$1.25M -9,926 -15%
JE
64
JMAC Enterprises
Pennsylvania
$7.03M +$72.5K +575 +1%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$7.03M +$46.6K +370 +0.7%
FCT
66
Family Capital Trust
Massachusetts
$7M +$41.2K +327 +0.6%
IFS
67
Ifrah Financial Services
Arkansas
$7M +$68.2K +541 +1%
MCM
68
MAI Capital Management
Ohio
$6.91M +$271K +2,152 +4%
PAI
69
Pittenger & Anderson Inc
Nebraska
$6.81M
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$6.76M +$309K +2,450 +5%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$6.72M +$103K +819 +2%
CPIG
72
Chicago Partners Investment Group
Illinois
$6.69M -$36.9K -293 -0.5%
E
73
ETFidea
New York
$6.43M -$1.17M -9,257 -15%
FMC
74
First Merchants Corp
Indiana
$6.19M -$388K -3,074 -6%
MA
75
MUFG Americas
New York
$6.13M -$369K -2,924 -6%

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.