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iShares S&P Small-Cap 600 Growth ETF

728 hedge funds and large institutions have $3.81B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

4% more capital invested

Capital invested by funds: $3.65B → $3.81B (+$161M)

0.59% more ownership

Funds ownership: 60.09%60.68% (+0.59%)

0% less funds holding

Funds holding: 729728 (-1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

17% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 247

Holders
728
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.56%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
60
Increased
204
Reduced
247
Closed
50
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
301
RWA Wealth Partners
Massachusetts
$753K +$2.48K +18 +0.3%
CL
302
Choreo LLC
Illinois
$747K
TC
303
TAGStone Capital
North Carolina
$746K -$7.32K -53 -1%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$738K +$617K +4,467 +598%
MCC
305
Money Concepts Capital
Florida
$733K +$34.1K +247 +5%
AWM
306
Apollon Wealth Management
South Carolina
$713K -$25.9K -188 -4%
VCS
307
Vaughan & Co Securities
New Jersey
$713K
AIM
308
Allen Investment Management
New York
$708K
BFS
309
Bradley Foster & Sargent
Connecticut
$707K -$18.5K -134 -3%
EIP
310
Ellis Investment Partners
Pennsylvania
$706K -$13.5K -98 -2%
TCG
311
Transcendent Capital Group
Oklahoma
$703K +$37.3K +270 +6%
MSFS
312
Main Street Financial Solutions
Pennsylvania
$695K
AL
313
Aspiriant LLC
California
$693K
MWA
314
Midland Wealth Advisors
Illinois
$688K -$137K -993 -17%
VFA
315
Valeo Financial Advisors
Indiana
$682K -$68K -493 -9%
OC
316
Oppenheimer & Co
New York
$679K +$272K +1,973 +70%
FRA
317
Front Row Advisors
California
$679K
PWP
318
Principle Wealth Partners
Connecticut
$678K -$50.7K -367 -7%
OA
319
Operose Advisors
Wisconsin
$675K +$138 +1 +0%
AC
320
AWM Capital
Arizona
$668K
BIM
321
Bridges Investment Management
Nebraska
$660K +$177K +1,284 +38%
EWA
322
Exencial Wealth Advisors
Oklahoma
$656K -$73.4K -532 -10%
PWP
323
Perfromance Wealth Partners
Illinois
$654K
SB
324
Simmons Bank
Arkansas
$649K +$31.7K +230 +5%
CAL
325
Capital Analysts LLC
Pennsylvania
$645K -$137K -993 -18%