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iShares S&P Small-Cap 600 Growth ETF

681 hedge funds and large institutions have $3.39B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 206 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
9.9%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
54
Increased
206
Reduced
210
Closed
39
Calls
$1.46M
Puts
$308K
Net Calls
+$1.16M
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
451
Transcend Capital Advisors
New Jersey
$283K +$283K +2,207 New
CAM
452
Clarity Asset Management
Iowa
$283K +$771 +6 +0.3%
AT
453
Arvest Trust
Oklahoma
$283K
Betterment LLC
454
Betterment LLC
New York
$283K +$27.6K +215 +11%
PTB
455
Pioneer Trust Bank
Oregon
$283K
CHA
456
Carmichael Hill & Associates
Maryland
$279K -$7.71K -60 -3%
CRC
457
Curi RMB Capital
Illinois
$277K
FIM
458
Freedom Investment Management
Connecticut
$277K -$899 -7 -0.3%
WCF
459
West Coast Financial
California
$276K
KBFS
460
Kohmann Bosshard Financial Services
Ohio
$276K
4WM
461
49 Wealth Management
Texas
$272K -$23.8K -186 -8%
Luther King Capital Management (LKCM)
462
Luther King Capital Management (LKCM)
Texas
$271K -$277K
CIAS
463
CFS Investment Advisory Services
New Jersey
$270K +$270K +2,099 New
VVP
464
Venture Visionary Partners
Ohio
$266K -$38.5K -300 -13%
GWMR
465
GC Wealth Management RIA
Massachusetts
$266K +$33.3K +259 +14%
EBA
466
Eagle Bay Advisors
New York
$266K +$16.2K +126 +6%
PFA
467
Pure Financial Advisors
California
$265K
HP
468
Holistic Planning
Texas
$264K
AA
469
Advisory Alpha
Michigan
$263K
SCA
470
Snowden Capital Advisors
New York
$262K
EWM
471
Empirical Wealth Management
Washington
$261K +$261K +2,035 New
GL
472
Graypoint LLC
New York
$261K
SFA
473
Sequoia Financial Advisors
Ohio
$260K +$385 +3 +0.1%
WMWM
474
Whitaker-Myers Wealth Managers
Ohio
$258K -$536K -4,172 -68%
MCM
475
Manchester Capital Management
Vermont
$257K +$257K +2,000 New