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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
LFG
126
Larson Financial Group
Missouri
$2.67M -$1.57M -14,246 -37%
TAIM
127
TD Ameritrade Investment Management
Nebraska
$2.67M -$321K -2,922 -11%
ABC
128
Associated Banc-Corp
Wisconsin
$2.57M +$853K +7,756 +48%
TA
129
TruWealth Advisors
Louisiana
$2.56M +$134K +1,216 +5%
Northern Trust
130
Northern Trust
Illinois
$2.55M +$81.6K +742 +3%
FAIM
131
Financial Advocates Investment Management
Washington
$2.54M +$335K +3,051 +15%
EDRIA
132
Edmonds Duncan Registered Investment Advisors
Kansas
$2.49M +$789K +7,174 +45%
SWA
133
Stratos Wealth Advisors
Ohio
$2.44M -$60.7K -552 -2%
PA
134
PSI Advisors
Florida
$2.4M -$56.1K -510 -2%
NFC
135
Northeast Financial Consultants
Connecticut
$2.38M -$1.98M -18,055 -45%
FFP
136
Forbes Financial Planning
Rhode Island
$2.36M
RDIA
137
RE Dickinson Investment Advisors
Iowa
$2.35M -$134K -1,220 -5%
BRWA
138
B. Riley Wealth Advisors
Florida
$2.34M +$1.59M +14,443 +200%
OC
139
Oarsman Capital
Wisconsin
$2.33M -$101K -917 -4%
TRIA
140
Trail Ridge Investment Advisors
Colorado
$2.26M +$3.41K +31 +0.1%
SFWC
141
Strategic Family Wealth Counselors
New Jersey
$2.24M +$2.28M +20,708 New
AWA
142
Arkadios Wealth Advisors
Georgia
$2.21M +$96.7K +880 +4%
BFM
143
Broadview Financial Management
Wisconsin
$2.17M -$90.9K -827 -4%
MCWS
144
McKinley Carter Wealth Services
West Virginia
$2.03M -$210K -1,912 -9%
NWA
145
Navis Wealth Advisors
New York
$2M +$2.03M +18,464 New
JF
146
JSF Financial
California
$1.97M +$1.5M +13,649 +296%
TFF
147
The Family Firm
Maryland
$1.92M +$361K +3,282 +23%
CAG
148
Crestwood Advisors Group
Massachusetts
$1.92M +$586K +5,331 +43%
RA
149
Royce & Associates
New York
$1.91M +$1.95M +17,700 New
WIA
150
World Investment Advisors
California
$1.9M -$22.4M -204,052 -92%

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.