We are live on ! Find out more
IJT icon

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
CSA
1
Cottage Street Advisors
Massachusetts
$664M +$568M +5,170,514 +9,296%
AWA
2
Arete Wealth Advisors
Illinois
$409M +$855K +7,775 New
Morgan Stanley
3
Morgan Stanley
New York
$357M +$3.31M +30,132 +0.9%
Bank of America
4
Bank of America
North Carolina
$184M -$8.28M -75,315 -4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$180M -$11.8M -106,954 -6%
Wells Fargo
6
Wells Fargo
California
$175M -$6.54M -59,531 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$151M +$7.76M +70,611 +5%
M&T Bank
8
M&T Bank
New York
$149M +$6.49M +58,993 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$108M -$5.3M -48,195 -5%
APF
10
Alaska Permanent Fund
Alaska
$105M +$106M +967,795 New
UBS Group
11
UBS Group
Switzerland
$100M +$3.43M +31,230 +3%
LPL Financial
12
LPL Financial
California
$91.3M -$1.33M -12,099 -1%
Ameriprise
13
Ameriprise
Minnesota
$62.9M +$17.6M +160,465 +38%
UCFA
14
United Capital Financial Advisors
Texas
$59M -$4.42M -40,169 -7%
GT
15
Glenmede Trust
Pennsylvania
$45.8M -$2.11M -19,197 -4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$43.1M +$3.84M +34,899 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$38.5M +$2.2M +19,981 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$35.8M +$12.4M +112,450 +51%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$32.6M +$2.06M +18,776 +7%
Mariner
20
Mariner
Kansas
$30M +$6.74M +61,288 +28%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$28.7M -$1.06M -9,660 -4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$27.9M +$28.4M +257,946 New
OCM
23
One Capital Management
California
$26M +$2.83M +25,712 +12%
MML Investors Services
24
MML Investors Services
Massachusetts
$25.8M +$1.87M +16,997 +8%
Stifel Financial
25
Stifel Financial
Missouri
$21.6M +$4.66M +42,367 +27%

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.