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iShares S&P Small-Cap 600 Growth ETF

723 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 68 funds opening new positions, 190 increasing their positions, 262 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: 262

Holders
723
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
SWMP
301
Signature Wealth Management Partners
New Jersey
$734K
SFWC
302
Strategic Family Wealth Counselors
New Jersey
$733K
CFG
303
Citizens Financial Group
Rhode Island
$731K
MFG
304
Merit Financial Group
Georgia
$720K
GVAG
305
Great Valley Advisor Group
Delaware
$714K
TC
306
TAGStone Capital
North Carolina
$713K
KCM
307
Kendall Capital Management
Maryland
$707K
VFA
308
Valeo Financial Advisors
Indiana
$707K
RWP
309
RWA Wealth Partners
Massachusetts
$706K
SAM
310
Strive Asset Management
Ohio
$706K
CL
311
Choreo LLC
Illinois
$703K
PS
312
Principal Securities
Iowa
$698K
AWM
313
Apollon Wealth Management
South Carolina
$695K
EWA
314
Exencial Wealth Advisors
Oklahoma
$688K
PWP
315
Principle Wealth Partners
Connecticut
$686K
BFS
316
Bradley Foster & Sargent
Connecticut
$683K
EIP
317
Ellis Investment Partners
Pennsylvania
$676K
AWA
318
Amplius Wealth Advisors
Pennsylvania
$676K
VCS
319
Vaughan & Co Securities
New Jersey
$670K
AIM
320
Allen Investment Management
New York
$665K
MCC
321
Money Concepts Capital
Florida
$657K
MSFS
322
Main Street Financial Solutions
Pennsylvania
$654K
AL
323
Aspiriant LLC
California
$652K
EW
324
Evoke Wealth
California
$646K
Vanguard Group
325
Vanguard Group
Pennsylvania
$644K