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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
OAM
51
Oppenheimer Asset Management
New York
$8.31M +$2.61K +23 +0%
CG
52
Colony Group
Massachusetts
$8.24M +$1.03M +9,129 +13%
SFP
53
Sterling Financial Planning
New Jersey
$8.06M +$450K +3,966 +5%
Franklin Resources
54
Franklin Resources
California
$7.85M -$55.3K -488 -0.7%
US Bancorp
55
US Bancorp
Minnesota
$7.21M -$60.4K -533 -0.8%
CPIG
56
Chicago Partners Investment Group
Illinois
$7.21M -$54.9K -484 -0.8%
SWA
57
SOA Wealth Advisors
New York
$7.19M +$1.08M +9,569 +16%
KAS
58
Kestra Advisory Services
Texas
$6.91M -$741K -6,538 -9%
RA
59
Rodgers & Associates
Pennsylvania
$6.9M +$136K +1,203 +2%
MGIA
60
Moneta Group Investment Advisors
Missouri
$6.86M +$2.49M +21,995 +51%
SPIA
61
Steward Partners Investment Advisory
New York
$6.84M +$162K +1,429 +2%
E
62
ETFidea
New York
$6.59M +$1.26M +11,147 +22%
MCM
63
MAI Capital Management
Ohio
$6.49M +$723K +6,379 +12%
TPCW
64
TD Private Client Wealth
New York
$6.39M +$474K +4,183 +7%
CA
65
Centerpoint Advisors
Massachusetts
$6.16M -$132K -1,161 -2%
BEC
66
Blue Edge Capital
Virginia
$6.14M -$714K -6,302 -10%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$5.97M +$63.1K +557 +1%
JE
68
JMAC Enterprises
Pennsylvania
$5.94M +$22.6K +199 +0.4%
CSA
69
Cottage Street Advisors
Massachusetts
$5.92M -$102K -899 -2%
FCT
70
Family Capital Trust
Massachusetts
$5.89M -$4.53K -40 -0.1%
IFS
71
Ifrah Financial Services
Arkansas
$5.85M -$45.8K -404 -0.7%
PAI
72
Pittenger & Anderson Inc
Nebraska
$5.74M
RFC
73
Regions Financial Corp
Alabama
$5.65M +$653K +5,765 +12%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$5.39M -$1.11M -9,822 -16%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$5.1M +$2.4M +21,203 +80%

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.