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iShares S&P Small-Cap 600 Growth ETF

721 hedge funds and large institutions have $3.65B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

27% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 261

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$984K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
301
Strategic Family Wealth Counselors
New Jersey
$733K
CFG
302
Citizens Financial Group
Rhode Island
$731K
MFG
303
Merit Financial Group
Georgia
$720K
GVAG
304
Great Valley Advisor Group
Delaware
$714K
TC
305
TAGStone Capital
North Carolina
$713K
KCM
306
Kendall Capital Management
Maryland
$707K
VFA
307
Valeo Financial Advisors
Indiana
$707K
RWP
308
RWA Wealth Partners
Massachusetts
$706K
SAM
309
Strive Asset Management
Ohio
$706K
CL
310
Choreo LLC
Illinois
$703K
PS
311
Principal Securities
Iowa
$698K
AWM
312
Apollon Wealth Management
South Carolina
$695K
EWA
313
Exencial Wealth Advisors
Oklahoma
$688K
PWP
314
Principle Wealth Partners
Connecticut
$686K
BFS
315
Bradley Foster & Sargent
Connecticut
$683K
EIP
316
Ellis Investment Partners
Pennsylvania
$676K
AWA
317
Amplius Wealth Advisors
Pennsylvania
$676K
VCS
318
Vaughan & Co Securities
New Jersey
$670K
AIM
319
Allen Investment Management
New York
$665K
MCC
320
Money Concepts Capital
Florida
$657K
MSFS
321
Main Street Financial Solutions
Pennsylvania
$654K
AL
322
Aspiriant LLC
California
$652K
EW
323
Evoke Wealth
California
$646K
Vanguard Group
324
Vanguard Group
Pennsylvania
$644K
FRA
325
Front Row Advisors
California
$638K