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iShares S&P Small-Cap 600 Growth ETF

637 hedge funds and large institutions have $3.21B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $675K

3.29% more ownership

Funds ownership: 56.74%60.03% (+3.3%)

3% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 205

3% less funds holding

Funds holding: 655637 (-18)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

11% less capital invested

Capital invested by funds: $3.59B → $3.21B (-$385M)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
637
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
10.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
59
Increased
198
Reduced
205
Closed
66
Calls
$1.74M
Puts
$675K
Net Calls
+$1.06M
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$393M +$6.12M +48,536 +2%
Bank of America
2
Bank of America
North Carolina
$238M -$11.4M -90,100 -5%
Wells Fargo
3
Wells Fargo
California
$238M -$37.5M -297,815 -14%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$203M +$17.5M +138,479 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$161M +$42.6M +338,102 +36%
UBS Group
6
UBS Group
Switzerland
$124M +$2.7M +21,391 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$118M -$5.07M -40,196 -4%
M&T Bank
8
M&T Bank
New York
$87.2M -$1.94M -15,369 -2%
LPL Financial
9
LPL Financial
California
$80.2M -$16M -126,702 -17%
UCFA
10
United Capital Financial Advisors
Texas
$79.7M -$3.5M -27,739 -4%
GT
11
Glenmede Trust
Pennsylvania
$58.8M +$212K +1,684 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$54.4M +$4.59M +36,379 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$37.6M -$1.14M -9,053 -3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$36.5M +$3.47M +27,501 +10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$35.4M -$386K -3,065 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$34.3M -$3.09M -24,534 -8%
GI
17
Gradient Investments
Minnesota
$32.3M +$32.5M +258,012 +274,481%
JP Morgan Chase
18
JP Morgan Chase
New York
$29.6M -$1.24M -9,814 -4%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$26.6M -$326K -2,590 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$24.1M +$574K +4,551 +2%
OCM
21
One Capital Management
California
$23.9M +$1.21M +9,574 +5%
SFI
22
SPC Financial Inc
Maryland
$23.8M +$41.9K +332 +0.2%
HighTower Advisors
23
HighTower Advisors
Illinois
$23.5M +$560K +4,444 +2%
Mariner
24
Mariner
Kansas
$22.9M +$7M +55,518 +44%
Truist Financial
25
Truist Financial
North Carolina
$21.9M -$478K -3,791 -2%

IJT Hedge Fund Activity: Q1 2022 in Review

637 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q1 2022, worth a combined $3.21B — down 11% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of IJT and 59 opened new positions — a net loss of 7 holders — while 205 trimmed existing stakes and 198 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $178M. The largest seller was Wells Fargo, cutting an estimated $37.5M.

  • 637 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q1 2022, down from 655 in Q4 2021.
  • Funds reported $3.21B of iShares S&P Small-Cap 600 Growth ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 59 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q1 2022 and 66 closed out, a net change of -7 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $178M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2022.