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iShares S&P Small-Cap 600 Growth ETF

593 hedge funds and large institutions have $2.73B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 198 increasing their positions, 170 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 170

0.37% more ownership

Funds ownership: 57.67%58.03% (+0.37%)

0% more capital invested

Capital invested by funds: $2.72B → $2.73B (+$9.87M)

3% less funds holding

Funds holding: 613593 (-20)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
593
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
10.22%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
39
Increased
198
Reduced
170
Closed
53
Calls
$813K
Puts
Net Calls
+$813K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
126
RE Dickinson Investment Advisors
Iowa
$2.34M +$233K +2,071 +10%
Northern Trust
127
Northern Trust
Illinois
$2.32M +$59.5K +530 +2%
PA
128
PSI Advisors
Florida
$2.31M -$33K -294 -1%
OC
129
Oarsman Capital
Wisconsin
$2.29M -$67.4K -600 -3%
AWS
130
Atria Wealth Solutions
New York
$2.29M +$214K +1,904 +9%
TA
131
TruWealth Advisors
Louisiana
$2.28M +$188K +1,671 +8%
CPSC
132
Carl P. Sherr & Co
Massachusetts
$2.25M +$181K +1,611 +8%
MCC
133
Money Concepts Capital
Florida
$2.23M +$207K +1,846 +9%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$2.15M -$444K -3,955 -16%
BFM
135
Broadview Financial Management
Wisconsin
$2.13M +$11.9K +106 +0.5%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$2.1M -$314K -2,798 -12%
FAIM
137
Financial Advocates Investment Management
Washington
$2.08M -$168K -1,493 -7%
NOI
138
Newton One Investments
Delaware
$2.07M +$68.4K +609 +3%
NP
139
NorthRock Partners
Minnesota
$2M -$258K -2,301 -10%
AWA
140
Arkadios Wealth Advisors
Georgia
$1.99M +$106K +942 +5%
SIA
141
Soltis Investment Advisors
Utah
$1.95M -$43.9K -391 -2%
NF
142
Norwood Financial
Pennsylvania
$1.92M -$15.6K -139 -0.7%
Citigroup
143
Citigroup
New York
$1.79M -$185K -1,644 -9%
JWCA
144
J.W. Cole Advisors
Florida
$1.79M +$31K +276 +2%
TNB
145
Thomasville National Bank
Georgia
$1.75M -$26.3K -234 -1%
PFA
146
Pathway Financial Advisors
Vermont
$1.73M +$13.1K +117 +0.7%
UWPG
147
Ullmann Wealth Partners Group
Florida
$1.7M +$3.82K +34 +0.2%
NFG
148
Nations Financial Group
Iowa
$1.69M +$6.85K +61 +0.4%
HWM
149
HB Wealth Management
Georgia
$1.64M -$52.8K -470 -3%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$1.64M +$29.3K +261 +2%

IJT Hedge Fund Activity: Q3 2022 in Review

593 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2022, worth a combined $2.73B — up 0.36% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of IJT and 39 opened new positions — a net loss of 14 holders — while 170 trimmed existing stakes and 198 added.

The largest buyer was M&T Bank, adding an estimated $71.3M. The largest seller was Stifel Financial, cutting an estimated $7.29M.

  • 593 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2022, down from 613 in Q2 2022.
  • Funds reported $2.73B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2022, up 0.36% quarter-over-quarter.
  • 39 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2022 and 53 closed out, a net change of -14 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2022 was M&T Bank, an estimated $71.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2022 was Stifel Financial, an estimated $7.29M sold.

Based on aggregated 13F filings for Q3 2022.