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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
MCC
126
Money Concepts Capital
Florida
$2.64M -$184K -1,458 -6%
Financial Engines Advisors
127
Financial Engines Advisors
California
$2.63M +$134K +1,063 +5%
AWS
128
Atria Wealth Solutions
New York
$2.58M +$2.6M +20,610 New
SAF
129
Smith Anglin Financial
Texas
$2.57M -$5.62M -44,563 -68%
BFM
130
Broadview Financial Management
Wisconsin
$2.56M -$18.7K -148 -0.7%
TRIA
131
Trail Ridge Investment Advisors
Colorado
$2.5M +$118K +934 +5%
NOI
132
Newton One Investments
Delaware
$2.45M +$83.2K +660 +3%
WP
133
WealthSource Partners
California
$2.45M +$91.6K +727 +4%
NF
134
Norwood Financial
Pennsylvania
$2.43M +$3.15K +25 +0.1%
AWA
135
Arkadios Wealth Advisors
Georgia
$2.42M +$225K +1,788 +10%
RDIA
136
RE Dickinson Investment Advisors
Iowa
$2.42M +$2.44M +19,355 New
PFG
137
Pacific Financial Group
Washington
$2.35M +$218K +1,730 +10%
TA
138
TruWealth Advisors
Louisiana
$2.3M +$433K +3,431 +23%
TNB
139
Thomasville National Bank
Georgia
$2.27M -$3.28K -26 -0.1%
FAIM
140
Financial Advocates Investment Management
Washington
$2.25M +$85.8K +681 +4%
CA
141
Cetera Advisors
Colorado
$2.23M -$202K -1,603 -8%
WIA
142
World Investment Advisors
California
$2.19M +$378 +3 +0%
ABC
143
Associated Banc-Corp
Wisconsin
$2.12M -$79.5K -631 -4%
PFA
144
Pathway Financial Advisors
Vermont
$2.09M +$51.3K +407 +2%
Citadel Advisors
145
Citadel Advisors
Florida
$2.09M -$1.53M -12,160 -42%
UWPG
146
Ullmann Wealth Partners Group
Florida
$2.09M -$4.79K -38 -0.2%
HWM
147
HB Wealth Management
Georgia
$2.08M +$2.1M +16,630 New
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$2.06M +$40.1K +318 +2%
NFG
149
Nations Financial Group
Iowa
$2.06M -$496K -3,934 -19%
TIA
150
Tiemann Investment Advisors
California
$2.04M -$124K -984 -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.