We are live on ! Find out more
IJT icon

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
CA
76
Centerpoint Advisors
Massachusetts
$6.14M -$177K -1,606 -3%
Lido Advisors
77
Lido Advisors
California
$6.04M -$2.11M -19,236 -26%
FCT
78
Family Capital Trust
Massachusetts
$6.04M -$3.08K -28 -0.1%
PAI
79
Pittenger & Anderson Inc
Nebraska
$5.88M
1IA
80
1834 Investment Advisors
Wisconsin
$5.8M -$277K -2,515 -4%
IFS
81
Ifrah Financial Services
Arkansas
$5.66M -$99.8K -908 -2%
AAS
82
Avantax Advisory Services
Texas
$5.11M +$258K +2,345 +5%
JE
83
JMAC Enterprises
Pennsylvania
$5M +$50K +455 +1%
BF
84
BOK Financial
Oklahoma
$4.96M +$267K +2,428 +6%
TFA
85
Tobias Financial Advisors
Florida
$4.85M -$43K -391 -0.9%
LFAS
86
Level Four Advisory Services
Texas
$4.83M +$3.96K +36 +0.1%
FMC
87
First Merchants Corp
Indiana
$4.81M -$241K -2,194 -5%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$4.74M -$84.5K -769 -2%
NOI
89
Newton One Investments
Delaware
$4.7M +$2.55M +23,197 +114%
GLA
90
Great Lakes Advisors
Illinois
$4.68M -$73.1K -665 -2%
CWM
91
Connecticut Wealth Management
Connecticut
$4.66M -$15.6K -142 -0.3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$4.51M -$205K -1,868 -4%
SPC
93
Sigma Planning Corp
Michigan
$4.4M -$55K -500 -1%
AMG
94
Asset Management Group
Connecticut
$4.28M +$29.8K +271 +0.7%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$4.24M +$65.4K +595 +2%
MCCA
96
Mill Creek Capital Advisors
Pennsylvania
$4.19M +$4.26M +38,734 New
DBIA
97
Dumont & Blake Investment Advisors
New Jersey
$4.04M -$45.3K -412 -1%
EH
98
Equitable Holdings
New York
$3.87M +$358K +3,258 +10%
GPA
99
Guidance Point Advisors
Massachusetts
$3.8M +$10.1K +92 +0.3%
WP
100
WealthSource Partners
California
$3.77M -$133K -1,214 -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.