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iShares S&P Small-Cap 600 Growth ETF

613 hedge funds and large institutions have $2.72B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

2.36% less ownership

Funds ownership: 60.03%57.67% (-2.4%)

4% less funds holding

Funds holding: 637613 (-24)

15% less capital invested

Capital invested by funds: $3.21B → $2.72B (-$487M)

26% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 68

Holders
613
Holders Change
-24
Holders Change %
-3.77%
% of All Funds
10.33%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.3%
New
50
Increased
194
Reduced
195
Closed
68
Calls
$516K
Puts
Net Calls
+$516K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$345M +$15.1M +133,540 +4%
Bank of America
2
Bank of America
North Carolina
$194M -$7.44M -65,603 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$184M +$14.4M +126,905 +8%
Wells Fargo
4
Wells Fargo
California
$180M -$21.1M -186,309 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M +$9.07M +80,052 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$114M +$16.1M +142,318 +15%
UBS Group
7
UBS Group
Switzerland
$94M -$11.1M -97,998 -10%
LPL Financial
8
LPL Financial
California
$73.1M +$6.01M +53,026 +8%
M&T Bank
9
M&T Bank
New York
$71.6M -$1.34M -11,834 -2%
UCFA
10
United Capital Financial Advisors
Texas
$64.3M -$2.99M -26,368 -4%
GT
11
Glenmede Trust
Pennsylvania
$47.9M -$1.71M -15,064 -3%
Ameriprise
12
Ameriprise
Minnesota
$46.8M +$1.14M +10,035 +2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$33.2M +$2.7M +23,842 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$29.9M +$1.03M +9,127 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$28.6M -$1.22M -10,733 -4%
WIA
16
World Investment Advisors
California
$25.6M +$22.5M +198,467 +1,134%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25.5M -$6.71M -59,171 -20%
JP Morgan Chase
18
JP Morgan Chase
New York
$23.5M -$1.58M -13,964 -6%
Stifel Financial
19
Stifel Financial
Missouri
$23.4M +$5.43M +47,876 +27%
Mariner
20
Mariner
Kansas
$22.1M +$3.02M +26,668 +15%
OCM
21
One Capital Management
California
$21.8M +$1.78M +15,726 +8%
MML Investors Services
22
MML Investors Services
Massachusetts
$21.6M +$1.39M +12,252 +6%
BFA
23
Beaumont Financial Advisors
Massachusetts
$21.2M +$3.94M +34,779 +21%
SFI
24
SPC Financial Inc
Maryland
$20.1M +$110K +971 +0.5%
HighTower Advisors
25
HighTower Advisors
Illinois
$19.9M +$152K +1,342 +0.7%

IJT Hedge Fund Activity: Q2 2022 in Review

613 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2022, worth a combined $2.72B — down 15% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IJT and 50 opened new positions — a net loss of 18 holders — while 195 trimmed existing stakes and 194 added.

The largest buyer was World Investment Advisors, adding an estimated $22.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $160M.

  • 613 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2022, down from 637 in Q1 2022.
  • Funds reported $2.72B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 50 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2022 and 68 closed out, a net change of -18 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2022 was World Investment Advisors, an estimated $22.5M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2022.