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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
CCWM
51
Cassaday & Co Wealth Management
Virginia
$9.45M +$9.61M +87,419 New
SFP
52
Sterling Financial Planning
New Jersey
$9.37M +$388K +3,533 +4%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$9.09M +$362K +3,289 +4%
CG
54
Colony Group
Massachusetts
$9.06M +$649K +5,905 +8%
Goldman Sachs
55
Goldman Sachs
New York
$9.05M -$1.18M -10,714 -11%
MCM
56
MAI Capital Management
Ohio
$8.9M +$1.28M +11,664 +16%
UB
57
UMB Bank
Missouri
$8.84M -$450K -4,090 -5%
TWP
58
TFO Wealth Partners
Ohio
$8.8M +$10.2M +92,667 +34,969%
CAL
59
Capital Advisors Ltd
Ohio
$8.75M +$109K +987 +1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$8.69M +$15.4K +140 +0.2%
Creative Planning
61
Creative Planning
Kansas
$8.62M -$436K -3,970 -5%
SWA
62
SOA Wealth Advisors
New York
$8.33M +$428K +3,897 +5%
RFC
63
Regions Financial Corp
Alabama
$7.83M +$2.4M +21,857 +43%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$7.81M -$466K -4,242 -6%
Franklin Resources
65
Franklin Resources
California
$7.45M -$533K -4,850 -7%
RA
66
Rodgers & Associates
Pennsylvania
$7.15M -$110K -996 -1%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$6.88M +$4.67M +42,491 +201%
CPIG
68
Chicago Partners Investment Group
Illinois
$6.72M -$158K -1,439 -2%
TPCW
69
TD Private Client Wealth
New York
$6.69M -$24.8K -226 -0.4%
GW
70
GW & Wade
Massachusetts
$6.64M +$3.47M +31,533 +105%
KAS
71
Kestra Advisory Services
Texas
$6.62M -$551K -5,015 -8%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$6.56M +$1.19M +10,863 +22%
PA
73
Paragon Advisors
Texas
$6.27M +$5.01M +45,606 +367%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$6.27M +$137K +1,243 +2%
E
75
ETFidea
New York
$6.25M +$18.3K +166 +0.3%

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.