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iShares S&P Small-Cap 600 Growth ETF

553 hedge funds and large institutions have $2.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

31% more capital invested

Capital invested by funds: $2.27B → $2.97B (+$706M)

16% more funds holding

Funds holding: 475553 (+78)

30% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 188

54.32% less ownership

Funds ownership: 111.06%56.74% (-54%)

Holders
553
Holders Change
+78
Holders Change %
+16.42%
% of All Funds
9.79%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
108
Increased
132
Reduced
188
Closed
19
Calls
$909K
Puts
Net Calls
+$909K
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
326
Avidian Wealth Enterprises
Texas
$329K +$39.3K +386 +15%
PFS
327
Prospera Financial Services
Texas
$326K +$126K +1,238 +77%
AC
328
Alexandria Capital
Virginia
$322K
PBO
329
Peoples Bank (Ohio)
Ohio
$318K -$116K -1,140 -29%
CCP
330
Corient Capital Partners
California
$318K
CA
331
Clearstead Advisors
Ohio
$317K
STA
332
Summit Trail Advisors
New York
$315K -$281K -2,762 -50%
WCF
333
West Coast Financial
California
$315K -$7.64K -75 -3%
ATC
334
Argent Trust Co
Tennessee
$315K
PMG
335
ProVise Management Group
Florida
$315K
FDS
336
Freedom Day Solutions
Texas
$313K -$3.67K -36 -1%
GL
337
Graypoint LLC
New York
$307K -$45.7K -448 -14%
EWA
338
EP Wealth Advisors
California
$306K -$14.4K -141 -5%
ABTD
339
Arvest Bank Trust Division
Oklahoma
$305K
22CM
340
20/20 Capital Management
California
$303K
HCP
341
Holt Capital Partners
Texas
$303K
FUBT
342
First United Bank & Trust
Maryland
$298K +$266K +2,608 New
WIC
343
Whitegate Investment Counselors
New Hampshire
$292K
SIC
344
Sigma Investment Counselors
Michigan
$292K +$260K +2,556 New
TNB
345
TCF National Bank
South Dakota
$288K +$9.27K +91 +4%
CCA
346
Clearwater Capital Advisors
Illinois
$287K -$1.43K -14 -0.6%
GWM
347
Geneos Wealth Management
Colorado
$286K +$145K +1,422 +63%
M
348
MOTCO
Texas
$284K
KWM
349
Kingsview Wealth Management
Oregon
$284K +$2.14K +21 +0.9%
CRC
350
Curi RMB Capital
Illinois
$282K