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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
WPC
376
Wedmont Private Capital
Pennsylvania
$495K
PMFA
377
Plante Moran Financial Advisors
Michigan
$494K
AWP
378
Axis Wealth Partners
Rhode Island
$494K +$114K +829 +31%
BFC
379
Bedel Financial Consulting
Indiana
$488K
MA
380
Mutual Advisors
Nebraska
$487K +$21.4K +155 +5%
DAS
381
Dynamic Advisor Solutions
Arizona
$469K +$690 +5 +0.2%
TWM
382
Trueblood Wealth Management
Ohio
$467K +$966 +7 +0.2%
IAG
383
Investmark Advisory Group
Connecticut
$464K -$78.8K -571 -15%
AFA
384
Allium Financial Advisors
Oregon
$451K -$43.5K -315 -9%
FWTB
385
First Western Trust Bank
Colorado
$447K
KFP
386
KMG Fiduciary Partners
Ohio
$441K
Betterment LLC
387
Betterment LLC
New York
$441K -$53.4K -387 -11%
SEIA
388
Signature Estate & Investment Advisors
California
$438K -$3.04K -22 -0.7%
SB
389
Strategic Blueprint
Georgia
$438K +$427K +3,093 New
AI
390
Atria Investments
North Carolina
$436K +$7.59K +55 +2%
AEPWM
391
Atlantic Edge Private Wealth Management
Florida
$435K
PWAM
392
Private Wealth Asset Management
Iowa
$432K +$105K +760 +33%
AA
393
Armis Advisers
Georgia
$431K +$425K +3,081 New
GEA
394
Glen Eagle Advisors
New Jersey
$426K +$15.2K +110 +4%
BCI
395
Brinker Capital Investments
Pennsylvania
$423K -$436K -3,162 -51%
RFM
396
Royal Fund Management
Florida
$421K -$6.35K -46 -2%
GLA
397
Great Lakes Advisors
Illinois
$420K
BCG
398
Breakwater Capital Group
New Jersey
$414K -$552 -4 -0.1%
AAS
399
Ameritas Advisory Services
Nebraska
$412K -$18.6K -135 -4%
DWM
400
Diversify Wealth Management
Utah
$409K +$25.7K +186 +7%