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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
WT
151
Whittier Trust
California
$1.72M +$83.2K +734 +5%
TIA
152
Tiemann Investment Advisors
California
$1.72M
CA
153
Cetera Advisors
Colorado
$1.7M -$191K -1,686 -9%
WP
154
WealthSource Partners
California
$1.68M -$413K -3,645 -19%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$1.67M -$74.2K -655 -4%
TFF
156
The Family Firm
Maryland
$1.66M +$55.7K +491 +3%
PFT
157
Providence First Trust
Arizona
$1.65M
CAM
158
Cresset Asset Management
Illinois
$1.62M +$422K +3,720 +32%
AF
159
Advisornet Financial
Minnesota
$1.57M +$56.2K +496 +3%
CWM
160
Cranbrook Wealth Management
Michigan
$1.57M -$907 -8 -0.1%
MWM
161
Modera Wealth Management
New Jersey
$1.56M +$452K +3,985 +37%
LWP
162
Lumature Wealth Partners
Georgia
$1.56M -$105K -928 -6%
WLIM
163
White Lighthouse Investment Management
Massachusetts
$1.52M -$4.42K -39 -0.3%
PA
164
Parallel Advisors
California
$1.52M +$113 +1 +0%
IF
165
Ironwood Financial
Arizona
$1.5M -$16.7K -147 -1%
MCA
166
MSH Capital Advisors
Arizona
$1.46M +$14.2K +125 +0.9%
EDRIA
167
Edmonds Duncan Registered Investment Advisors
Kansas
$1.44M -$140K -1,239 -8%
BP
168
Ballentine Partners
Massachusetts
$1.43M
AA
169
Alesco Advisors
New York
$1.34M -$67K -591 -4%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$1.34M +$148K +1,310 +11%
SWP
171
Stratos Wealth Partners
Ohio
$1.32M -$139K -1,226 -9%
SWPG
172
Strategic Wealth Partners Group
Illinois
$1.31M +$655K +5,774 +86%
Luther King Capital Management (LKCM)
173
Luther King Capital Management (LKCM)
Texas
$1.31M
CAG
174
Crestwood Advisors Group
Massachusetts
$1.3M
RIA
175
Regal Investment Advisors
Michigan
$1.27M +$440K +3,880 +47%

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.