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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
Morgan Stanley
1
Morgan Stanley
New York
$333M +$86.2K +768 +0%
Bank of America
2
Bank of America
North Carolina
$181M -$6.47M -57,657 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$180M +$2.26M +20,120 +1%
Wells Fargo
4
Wells Fargo
California
$170M -$4.01M -35,692 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$135M -$4.13M -36,788 -3%
M&T Bank
6
M&T Bank
New York
$134M +$71.3M +635,350 +93%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$106M -$4.54M -40,459 -4%
UBS Group
8
UBS Group
Switzerland
$91.1M +$360K +3,208 +0.4%
LPL Financial
9
LPL Financial
California
$87.2M +$18.3M +163,354 +24%
UCFA
10
United Capital Financial Advisors
Texas
$59.6M -$2.67M -23,782 -4%
GT
11
Glenmede Trust
Pennsylvania
$45M -$1.4M -12,510 -3%
Ameriprise
12
Ameriprise
Minnesota
$42.4M -$2.6M -23,177 -5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$37M +$5.44M +48,451 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$34.2M +$5.94M +52,891 +19%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28.7M +$4.6M +41,003 +17%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$28M +$386K +3,441 +1%
MML Investors Services
17
MML Investors Services
Massachusetts
$22.6M +$1.9M +16,879 +8%
WIA
18
World Investment Advisors
California
$22.5M +$635K +5,655 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$22.2M -$474K -4,226 -2%
Mariner
20
Mariner
Kansas
$22M +$722K +6,431 +3%
OCM
21
One Capital Management
California
$21.8M +$847K +7,542 +4%
BFA
22
Beaumont Financial Advisors
Massachusetts
$20.3M -$123K -1,093 -0.5%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$19.6M +$1.47M +13,101 +7%
SFI
24
SPC Financial Inc
Maryland
$19.5M +$81.5K +726 +0.4%
HighTower Advisors
25
HighTower Advisors
Illinois
$19.4M +$278K +2,472 +1%

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.