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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
NP
126
NorthRock Partners
Minnesota
$2.32M -$710K -6,264 -22%
FAIM
127
Financial Advocates Investment Management
Washington
$2.32M +$452K +3,988 +22%
SWA
128
Stratos Wealth Advisors
Ohio
$2.27M +$2.44M +21,524 New
SAM
129
Stone Asset Management
Texas
$2.24M +$4.87K +43 +0.2%
SAF
130
Smith Anglin Financial
Texas
$2.19M +$32.3K +285 +1%
BFM
131
Broadview Financial Management
Wisconsin
$2.19M +$36.5K +322 +2%
TA
132
TruWealth Advisors
Louisiana
$2.19M +$269K +2,377 +13%
AWS
133
Atria Wealth Solutions
New York
$2.17M -$2.38K -21 -0.1%
CPSC
134
Carl P. Sherr & Co
Massachusetts
$2.16M +$745K +6,575 +47%
TRIA
135
Trail Ridge Investment Advisors
Colorado
$2.15M +$46K +406 +2%
MCC
136
Money Concepts Capital
Florida
$2.13M -$114K -1,005 -5%
NOI
137
Newton One Investments
Delaware
$2.08M +$12.4K +109 +0.6%
SIA
138
Soltis Investment Advisors
Utah
$2.06M +$460K +4,058 +26%
Citigroup
139
Citigroup
New York
$2.03M +$641K +5,654 +41%
NF
140
Norwood Financial
Pennsylvania
$2M -$47K -415 -2%
AWA
141
Arkadios Wealth Advisors
Georgia
$1.96M -$82.1K -724 -4%
GW
142
GW & Wade
Massachusetts
$1.94M +$261K +2,306 +14%
TNB
143
Thomasville National Bank
Georgia
$1.83M -$82K -723 -4%
JWCA
144
J.W. Cole Advisors
Florida
$1.82M -$1.21M -10,703 -38%
PFG
145
Pacific Financial Group
Washington
$1.82M -$174K -1,538 -8%
ABC
146
Associated Banc-Corp
Wisconsin
$1.79M +$14.1K +124 +0.7%
PFA
147
Pathway Financial Advisors
Vermont
$1.78M +$23K +203 +1%
UWPG
148
Ullmann Wealth Partners Group
Florida
$1.76M +$340 +3 +0%
HWM
149
HB Wealth Management
Georgia
$1.75M
NFG
150
Nations Financial Group
Iowa
$1.74M +$11.3K +100 +0.6%

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.