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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
CFA
451
Carroll Financial Associates
North Carolina
$5K
CI
452
Cordant Inc
Oregon
$5K
NCM
453
New Capital Management
Texas
$5K
RFA
454
Reilly Financial Advisors
California
$5K
SBL
455
Sargent Bickham Lagudis
Colorado
$5K
LWM
456
Liberty Wealth Management
California
$4K
LWA
457
Lowe Wealth Advisors
Maryland
$4K
RCA
458
Rowland Carmichael Advisors
Arizona
$4K
SIS
459
SVB Investment Services
Utah
$4K
TWP
460
TFO Wealth Partners
Ohio
$4K +$3.58K +40 New
AIC
461
Archer Investment Corporation
Indiana
$3.88K +$3.94K +44 New
SWM
462
Sugarloaf Wealth Management
Georgia
$3K -$2.68K -30 -28%
PK
463
Pflug Koory
Nebraska
$3K
TFS
464
TrustCore Financial Services
Tennessee
$3K
JCM
465
Jacobi Capital Management
Pennsylvania
$2K -$15.4K -172 -89%
LDFR
466
Lehman & Derafelo Financial Resources
Pennsylvania
$2K -$6.44K -72 -75%
AW
467
Avion Wealth
Texas
$2K
TAM
468
Townsend Asset Management
North Carolina
$2K
HFS
469
HBC Financial Services
Washington
$2K +$3.76K +42 New
BWM
470
BerganKDV Wealth Management
Minnesota
$1K
TFGT
471
TS Financial Group (TSFG)
Illinois
$1K
YAL
472
Your Advocates Ltd
Texas
$1K
NFSG
473
Newbridge Financial Services Group
Florida
$1K +$894 +10 New
SSW
474
Smith Shellnut Wilson
Mississippi
$666 -$98K -1,096 -82%
SXL
475
Summit X LLC
Missouri
$529 -$1.25K -14 -0.3%