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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
PGFC
201
Peapack-Gladstone Financial Corp
New Jersey
$1.16M +$469K +4,263 +66%
JFA
202
JNBA Financial Advisors
Minnesota
$1.15M +$660 +6 +0.1%
IWM
203
IHT Wealth Management
Illinois
$1.12M -$51.3K -467 -4%
SCP
204
Stevens Capital Partners
Nebraska
$1.12M +$1.14M +10,368 New
ASN
205
Advisory Services Network
Georgia
$1.12M -$4.51K -41 -0.4%
RFA
206
Resurgent Financial Advisors
Georgia
$1.11M +$43.4K +395 +4%
EK
207
Evensky & Katz
Florida
$1.09M +$4.29K +39 +0.4%
RB
208
Renasant Bank
Mississippi
$1.08M +$4.73K +43 +0.4%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$1.08M +$1.1M +10,024 New
PAG
210
Private Advisory Group
Washington
$1.07M -$9.13K -83 -0.8%
DWMS
211
Dominguez Wealth Management Solutions
Virginia
$1.06M +$1.08M +9,803 New
CFGS
212
Concourse Financial Group Securities
Alabama
$1.03M -$8.36K -76 -0.8%
RDFA
213
Ritter Daniher Financial Advisory
Ohio
$1.03M +$134K +1,223 +15%
IWA
214
Intercontinental Wealth Advisors
Texas
$1.03M
SEIA
215
Signature Estate & Investment Advisors
California
$1.02M +$1.21K +11 +0.1%
WH
216
Willner & Heller
California
$1.02M -$42.1K -383 -4%
RIA
217
Regal Investment Advisors
Michigan
$1.02M +$23.3K +212 +2%
FC
218
Financial Consulate
Maryland
$1.02M -$7.04K -64 -0.7%
OWA
219
One Wealth Advisors
California
$1M -$119K -1,085 -10%
BWA
220
BDO Wealth Advisors
Florida
$994K +$545K +4,961 +117%
WP
221
WealthShield Partners
North Carolina
$984K +$91.8K +835 +10%
LT
222
Legacy Trust
Michigan
$980K +$997K +9,071 New
VC
223
Vicus Capital
Pennsylvania
$976K +$30K +273 +3%
CAM
224
Cresset Asset Management
Illinois
$975K -$281K -2,558 -17%
SI
225
Stephens Inc
Arkansas
$959K +$5.28K +48 +0.5%

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.