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
TIA
176
Tiemann Investment Advisors
California
$1.47M -$42.3K -385 -3%
SWP
177
Stratos Wealth Partners
Ohio
$1.46M -$32.4K -295 -2%
SWPG
178
Strategic Wealth Partners Group
Illinois
$1.42M +$71.2K +648 +5%
ADL
179
Asset Dedication LLC
California
$1.41M +$112K +1,021 +8%
PPC
180
Park Place Capital
Alabama
$1.37M +$1.4M +12,716 New
William Blair & Company
181
William Blair & Company
Illinois
$1.35M +$113K +1,025 +9%
AA
182
Alesco Advisors
New York
$1.34M
Luther King Capital Management (LKCM)
183
Luther King Capital Management (LKCM)
Texas
$1.33M
CSPIA
184
Cary Street Partners Investment Advisory
Virginia
$1.33M -$33.3K -303 -2%
SFS
185
Sowell Financial Services
Arkansas
$1.32M +$1.35M +12,238 New
CWM
186
Cranbrook Wealth Management
Michigan
$1.31M -$305K -2,777 -19%
HF
187
HRT Financial
New York
$1.3M +$1.32M +12,051 New
SC
188
Slow Capital
California
$1.3M +$317K +2,883 +32%
AFC
189
AFT Forsyth & Company
Florida
$1.27M +$2.09K +19 +0.2%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$1.25M -$25.8K -235 -1%
AAS
191
Ameritas Advisory Services
Nebraska
$1.25M +$339K +3,088 +37%
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$1.23M -$19.7K -179 -2%
CI
193
Conning Inc
Connecticut
$1.22M
WT
194
Whittier Trust
California
$1.22M -$48.3K -439 -4%
SIA
195
Sovereign Investment Advisors
Arizona
$1.22M +$8.57K +78 +0.7%
CC
196
Courier Capital
New York
$1.21M -$50.6K -460 -4%
SWMP
197
Signature Wealth Management Partners
New Jersey
$1.2M -$50.5K -459 -4%
MCC
198
Money Concepts Capital
Florida
$1.2M -$1.19M -10,869 -50%
PFO
199
Pathstone Family Office
New Jersey
$1.18M +$51K +464 New
WANY
200
Wealthspire Advisors (New York)
New York
$1.16M +$371K +3,378 +46%

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.