iShares S&P Small-Cap 600 Growth ETF
655 hedge funds and large institutions have $3.6B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 189 reducing their positions, and 46 closing their positions.
460% more call options, than puts
Call options by funds: $1.72M | Put options by funds: $306K
154% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 46
10% more funds holding
Funds holding: 593 → 655 (+62)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
0.45% less ownership
Funds ownership: 57.19% → 56.74% (-0.45%)
10% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 189
44% less capital inflows, than outflows
Capital inflows: $189M | Capital outflows: $338M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.9M |
| 2 |
Oppenheimer Asset Management
New York
|
+$10.7M |
| 3 |
JP Morgan Chase
New York
|
+$8.99M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.33M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$71.5M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$39.9M |
| 3 |
World Investment Advisors
Santa Barbara,
California
|
-$20M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$16M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$15.1M |
IJT Hedge Fund Activity: Q4 2021 in Review
655 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q4 2021, worth a combined $3.6B — up 1.8% from $3.53B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new IJT positions and 46 closed out — a net gain of 71 holders — while 171 added to existing stakes and 189 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $71.5M.
- 655 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q4 2021, up from 593 in Q3 2021.
- Funds reported $3.6B of iShares S&P Small-Cap 600 Growth ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
- 117 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q4 2021 and 46 closed out, a net change of +71 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q4 2021 was Fidelity Investments, an estimated $14.9M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $71.5M sold.
Based on aggregated 13F filings for Q4 2021.