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iShares S&P Small-Cap 600 Growth ETF

655 hedge funds and large institutions have $3.59B 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.

New
Increased
Maintained
Reduced
Closed

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: 593655 (+62)

2% more capital invested

Capital invested by funds: $3.53B → $3.59B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (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

Holders
655
Holders Change
+62
Holders Change %
+10.46%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
117
Increased
171
Reduced
189
Closed
46
Calls
$1.72M
Puts
$306K
Net Calls
+$1.41M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
226
Paragon Private Wealth Management
Kentucky
$956K +$938K +6,888 New
PCG
227
Private Capital Group
Connecticut
$945K -$193K -1,420 -17%
BFG
228
Barber Financial Group
Kansas
$944K -$39.9M -293,135 -98%
MA
229
Mutual Advisors
Nebraska
$932K -$5.75M -42,201 -86%
HCA
230
Heck Capital Advisors
Wisconsin
$928K -$78.8K -579 -8%
CA
231
Calton & Associates
Florida
$915K -$424K -3,113 -32%
HF
232
Halpern Financial
Virginia
$908K
PWMAG
233
Pinnacle Wealth Management Advisory Group
New Jersey
$902K
BSW
234
Buckingham Strategic Wealth
Missouri
$900K +$168K +1,234 +24%
SWPG
235
Strategic Wealth Partners Group
Illinois
$898K +$62.4K +458 +8%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$893K
AL
237
ACAS LLC
California
$892K -$9.12K -67 -1%
JIC
238
Joel Isaacson & Co
New York
$889K
MBT
239
Montecito Bank & Trust
California
$889K
CB
240
Commerce Bank
Missouri
$887K
BRWA
241
B. Riley Wealth Advisors
Florida
$874K -$229K -1,680 -21%
AAS
242
Ameritas Advisory Services
Nebraska
$856K +$839K +6,164 New
PPW
243
Parcion Private Wealth
Washington
$852K -$2.34M -17,176 -73%
IWS
244
Insight Wealth Strategies
California
$848K +$832K +6,108 New
KWM
245
Kingsview Wealth Management
Oregon
$845K +$348K +2,554 +72%
AIM
246
Acropolis Investment Management
Missouri
$843K +$76K +558 +10%
CFGS
247
Concourse Financial Group Securities
Alabama
$841K +$8.58K +63 +1%
MCM
248
Maryland Capital Management
Maryland
$840K +$13.6K +100 +2%
FNBOSM
249
First National Bank of South Miami
Florida
$838K -$108K -792 -12%
EIP
250
Ellis Investment Partners
Pennsylvania
$809K +$408 +3 +0.1%