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iShares S&P Small-Cap 600 Growth ETF

475 hedge funds and large institutions have $2.27B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

3% more funds holding

Funds holding: 463475 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4.96% less ownership

Funds ownership: 116.02%111.06% (-5%)

7% less capital invested

Capital invested by funds: $2.45B → $2.27B (-$179M)

13% less call options, than puts

Call options by funds: $344K | Put options by funds: $397K

40% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 184

Holders
475
Holders Change
+12
Holders Change %
+2.59%
% of All Funds
9.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
54
Increased
111
Reduced
184
Closed
36
Calls
$344K
Puts
$397K
Net Calls
-$53K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
Ancora Advisors
Ohio
$18K
JWA
427
JFS Wealth Advisors
Pennsylvania
$18K
AssetMark Inc
428
AssetMark Inc
California
$18K +$15.9K +178 +80%
CG
429
Cutler Group
California
$17K -$35.8K -400 -67%
FCM
430
Firestone Capital Management
Florida
$17K
CIAS
431
Capital Investment Advisory Services
North Carolina
$17K +$6.44K +72 +57%
CIA
432
Choate Investment Advisors
Massachusetts
$17K +$17K +190 New
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$16K
AF
434
Allworth Financial
California
$15K
BWM
435
BNC Wealth Management
Oregon
$15K +$14.7K +164 New
KCM
436
Kathmere Capital Management
Pennsylvania
$15K +$14.8K +166 New
SWM
437
Selective Wealth Management
Virginia
$12K -$11.4K -128 -48%
HFA
438
HC Financial Advisors
California
$12K
SIS
439
Sound Income Strategies
Florida
$11K
TIM
440
Tortoise Investment Management
New York
$11K
Barclays
441
Barclays
United Kingdom
$10K
DAM
442
Delta Asset Management
Tennessee
$10K
CB
443
CNB Bank
Pennsylvania
$8K
GI
444
Gradient Investments
Minnesota
$8K
VCM
445
Versant Capital Management
Arizona
$8K
BWP
446
Baldwin Wealth Partners
Massachusetts
$7K
TFO
447
Tarbox Family Office
California
$7K
AA
448
Advisory Alpha
Michigan
$6K +$6.26K +70 New
BFG
449
Baron Financial Group
New Jersey
$5.47K +$5.54K +62 New
BAMG
450
Brand Asset Management Group
Missouri
$5K