We are live on ! Find out more
IJT icon

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
Citigroup
151
Citigroup
New York
$1.89M -$19.1K -174 -1%
NF
152
Norwood Financial
Pennsylvania
$1.86M -$181K -1,643 -9%
TNB
153
Thomasville National Bank
Georgia
$1.84M -$11.7K -106 -0.6%
PFA
154
Pathway Financial Advisors
Vermont
$1.84M +$330 +3 +0%
PFG
155
Pacific Financial Group
Washington
$1.84M +$145K +1,315 +8%
AF
156
Advisornet Financial
Minnesota
$1.84M +$174K +1,586 +10%
NFG
157
Nations Financial Group
Iowa
$1.82M +$31.3K +285 +2%
UWPG
158
Ullmann Wealth Partners Group
Florida
$1.78M -$32.1K -292 -2%
CA
159
Cetera Advisors
Colorado
$1.77M +$71.1K +647 +4%
NP
160
NorthRock Partners
Minnesota
$1.73M -$405K -3,680 -19%
HWM
161
HB Wealth Management
Georgia
$1.73M -$14.1K -128 -0.8%
RC
162
Rovin Capital
Arizona
$1.71M -$1.91M -17,384 -52%
SIA
163
Soltis Investment Advisors
Utah
$1.63M -$459K -4,174 -22%
JWCA
164
J.W. Cole Advisors
Florida
$1.62M -$289K -2,629 -15%
DIP
165
DT Investment Partners
Pennsylvania
$1.59M +$1.62M +14,700 New
PFT
166
Providence First Trust
Arizona
$1.57M -$128K -1,160 -7%
MCA
167
MSH Capital Advisors
Arizona
$1.55M +$15K +136 +1%
LWP
168
Lumature Wealth Partners
Georgia
$1.55M -$5.28K -48 -0.3%
WLIM
169
White Lighthouse Investment Management
Massachusetts
$1.54M -$7.92K -72 -0.5%
MWM
170
Modera Wealth Management
New Jersey
$1.52M +$84.5K +769 +6%
LP
171
LGL Partners
Pennsylvania
$1.52M +$1.54M +14,049 New
Jane Street
172
Jane Street
New York
$1.49M -$8.91M -81,006 -85%
IF
173
Ironwood Financial
Arizona
$1.48M -$86.4K -786 -5%
PA
174
Parallel Advisors
California
$1.47M -$41.2K -375 -3%
BP
175
Ballentine Partners
Massachusetts
$1.47M

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.