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iShares S&P Small-Cap 600 Growth ETF

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87%69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
426
NewEdge Advisors
Louisiana
$234K -$4.04K -31 -2%
PPWM
427
PFG Private Wealth Management
Florida
$234K
ODIJL
428
One Day In July LLC
Vermont
$234K +$12.9K +99 +6%
HW
429
Hedeker Wealth
Illinois
$233K +$229K +1,759 New
FFW
430
Fusion Family Wealth
New York
$231K
BW
431
Bison Wealth
Georgia
$230K
CBT
432
Central Bank & Trust
Kentucky
$230K
PMFA
433
Plante Moran Financial Advisors
Michigan
$229K
CCA
434
Clearwater Capital Advisors
Illinois
$228K
LG
435
LaFleur & Godfrey
Michigan
$228K
DJYG
436
David J. Yvars Group
Florida
$226K
IF
437
Intrua Financial
Texas
$225K +$4.56K +35 +2%
AIFAIM
438
American Institute for Advanced Investment Management
Arizona
$224K -$39K -300 -15%
SBH
439
Segall Bryant & Hamill
Illinois
$224K +$1.82K +14 +0.8%
BFS
440
Bickling Financial Services
Massachusetts
$222K +$130 +1 +0.1%
GC
441
Garde Capital
Washington
$221K -$8.72K -67 -4%
SSW
442
Smith Shellnut Wilson
Mississippi
$221K -$7.03K -54 -3%
WANY
443
Wealthspire Advisors (New York)
New York
$220K -$1.3K -10 -0.6%
RBC
444
Roble Belko & Company
Pennsylvania
$220K +$31.1K +239 +17%
KFGK
445
Keystone Financial Group (Kentucky)
Kentucky
$219K +$215K +1,653 New
CPC
446
Consolidated Planning Corp
Georgia
$218K
LNWTC
447
Laird Norton Wetherby Trust Company
Washington
$218K +$214K +1,645 New
FMBTD
448
First Midwest Bank Trust Division
Illinois
$217K
DAS
449
Dynamic Advisor Solutions
Arizona
$216K -$11.5K -88 -5%
TPA
450
Trivium Point Advisory
Connecticut
$214K +$210K +1,616 New