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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
MWM
326
Meridian Wealth Management
Kentucky
$645K -$26.2K -190 -4%
NL
327
NWAM LLC
Washington
$643K -$39.9K -289 -6%
First Trust Advisors
328
First Trust Advisors
Illinois
$642K +$228K +1,653 +57%
SAM
329
Synergy Asset Management
Washington
$640K +$434K +3,142 +200%
FFA
330
Farther Finance Advisors
California
$633K +$3.86K +28 +0.6%
HPBT
331
Hickory Point Bank & Trust
Illinois
$632K
FFP
332
Forbes Financial Planning
Rhode Island
$628K -$20.4K -148 -3%
SIC
333
Shoker Investment Counsel
Ohio
$625K -$966 -7 -0.2%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$620K -$8.28K -60 -1%
SAM
335
Sequent Asset Management
Texas
$619K
FWP
336
FAS Wealth Partners
Kansas
$616K -$3.31K -24 -0.5%
DIA
337
Dana Investment Advisors
Wisconsin
$614K +$138K +1,001 +30%
WFA
338
Wellspring Financial Advisors
Ohio
$614K +$966 +7 +0.2%
PG
339
Patten Group
Tennessee
$611K -$33.1K -240 -5%
KF
340
Krilogy Financial
Missouri
$611K +$600K +4,349 New
CA
341
Calton & Associates
Florida
$605K +$138 +1 +0%
GVAG
342
Great Valley Advisor Group
Delaware
$605K -$151K -1,096 -20%
MF
343
Meridian Financial
Massachusetts
$584K -$49.8K -361 -8%
FFA
344
Fragasso Financial Advisors
Pennsylvania
$582K +$690 +5 +0.1%
GWMR
345
GC Wealth Management RIA
Massachusetts
$580K
IWA
346
Inspirion Wealth Advisors
Illinois
$579K
BFAG
347
Blackston Financial Advisory Group
Florida
$579K -$160K -1,157 -22%
WWM
348
Western Wealth Management
Colorado
$577K -$1.66K -12 -0.3%
VIA
349
Vickerman Investment Advisors
Washington
$575K -$2.62K -19 -0.5%
CPSC
350
Carl P. Sherr & Co
Massachusetts
$571K -$6.07K -44 -1%