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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
PIMG
201
Patriot Investment Management Group
Tennessee
$956K -$9.88K -88 -0.9%
RIA
202
Regal Investment Advisors
Michigan
$939K -$319K -2,841 -24%
EWA
203
ERTS Wealth Advisors
Michigan
$931K +$2.02K +18 +0.2%
FMN
204
Financial Management Network
California
$927K +$1.12K +10 +0.1%
SC
205
Slow Capital
California
$925K -$200K -1,777 -16%
SWP
206
ShoreHaven Wealth Partners
New Jersey
$919K +$59.5K +530 +6%
BFA
207
Bragg Financial Advisors
North Carolina
$899K +$384K +3,420 +63%
SI
208
Stephens Inc
Arkansas
$897K -$4.27K -38 -0.4%
VC
209
Vicus Capital
Pennsylvania
$891K +$243K +2,162 +33%
RSS
210
Rosenblum Silverman Sutton
California
$881K -$216K -1,920 -18%
SCG
211
Sonata Capital Group
Washington
$871K -$337 -3 -0%
ATPW
212
Ashton Thomas Private Wealth
Arizona
$864K -$90.3K -804 -9%
AAS
213
Ameritas Advisory Services
Nebraska
$860K +$16.8K +150 +2%
RDFA
214
Ritter Daniher Financial Advisory
Ohio
$843K +$321K +2,860 +53%
WP
215
WealthShield Partners
North Carolina
$841K -$1.57K -14 -0.2%
SLT
216
St Louis Trust
Missouri
$838K +$825K +7,344 New
PPWM
217
Paragon Private Wealth Management
Kentucky
$834K +$82.9K +738 +11%
CHC
218
City Holding Co
West Virginia
$816K -$73K -650 -7%
BCM
219
Brookstone Capital Management
Illinois
$814K -$43.6K -388 -5%
MA
220
Mutual Advisors
Nebraska
$809K +$152K +1,355 +21%
CAL
221
Capital Analysts LLC
Pennsylvania
$801K -$87K -775 -9%
GVAG
222
Great Valley Advisor Group
Delaware
$779K -$60.9K -542 -7%
JIC
223
Joel Isaacson & Co
New York
$758K
TF
224
TIAA FSB
Florida
$749K -$14.9K -133 -2%
WANY
225
Wealthspire Advisors (New York)
New York
$747K +$526K +4,684 +176%

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.