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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
AWP
101
Accretive Wealth Partners
New Jersey
$3.39M +$66.2K +584 +2%
IA
102
IFP Advisors
Florida
$3.34M
FCFC
103
First Citizens Financial Corp
Iowa
$3.27M -$47K -415 -1%
Lido Advisors
104
Lido Advisors
California
$3.26M -$295K -2,606 -8%
PAG
105
Private Advisor Group
New Jersey
$3.16M +$153K +1,349 +5%
FHA
106
First Horizon Advisors
Tennessee
$3.15M +$350K +3,086 +12%
HAC
107
Harbor Advisory Corp
New Hampshire
$3.11M -$114K -1,010 -3%
JWA
108
JFS Wealth Advisors
Pennsylvania
$2.95M -$39.2K -346 -1%
5L
109
55I LLC
Massachusetts
$2.94M -$552K -4,868 -15%
CI
110
CX Institutional
Indiana
$2.9M +$3.12M +27,509 New
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$2.9M +$91.6K +808 +3%
HNB
112
Huntington National Bank
Ohio
$2.88M
PSF
113
Pacific Sun Financial
California
$2.85M +$54.4K +480 +2%
NCM
114
Neumann Capital Management
California
$2.78M -$34.5K -304 -1%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$2.65M -$31.7K -280 -1%
IMOV
116
Investment Management of Virginia
Virginia
$2.62M -$261K -2,300 -8%
Financial Engines Advisors
117
Financial Engines Advisors
California
$2.56M +$370K +3,262 +16%
CAN
118
Cetera Advisor Networks
California
$2.54M +$898K +7,918 +49%
MCWS
119
McKinley Carter Wealth Services
West Virginia
$2.47M -$469K -4,141 -15%
Citadel Advisors
120
Citadel Advisors
Florida
$2.46M +$751K +6,626 +40%
FFP
121
Forbes Financial Planning
Rhode Island
$2.46M -$79.3K -700 -3%
OC
122
Oarsman Capital
Wisconsin
$2.43M +$11.8K +104 +0.5%
PA
123
PSI Advisors
Florida
$2.42M -$146K -1,285 -5%
Northern Trust
124
Northern Trust
Illinois
$2.35M -$245K -2,158 -9%
OC
125
Oppenheimer & Co
New York
$2.33M +$2.51M +22,125 New

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.