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iShares S&P Small-Cap 600 Growth ETF

553 hedge funds and large institutions have $2.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

31% more capital invested

Capital invested by funds: $2.27B → $2.97B (+$706M)

16% more funds holding

Funds holding: 475553 (+78)

30% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 188

54.32% less ownership

Funds ownership: 111.06%56.74% (-54%)

Holders
553
Holders Change
+78
Holders Change %
+16.42%
% of All Funds
9.79%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
108
Increased
132
Reduced
188
Closed
19
Calls
$909K
Puts
Net Calls
+$909K
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
GHP Investment Advisors
Colorado
$20.4M +$181K +1,772 +1%
1IA
27
1834 Investment Advisors
Wisconsin
$14.6M -$1.07M -10,462 -8%
SL
28
Salomon & Ludwin
Virginia
$14.1M -$230K -2,258 -2%
Mariner
29
Mariner
Kansas
$13.1M +$902K +8,852 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$13M +$800K +7,846 +7%
Osaic Holdings
31
Osaic Holdings
Arizona
$12.9M +$212K +2,078 +2%
NAM
32
North American Management
Massachusetts
$12.9M -$65.7K -645 -0.6%
MML Investors Services
33
MML Investors Services
Massachusetts
$12.8M +$8.2M +80,491 +256%
PHAM
34
Palisades Hudson Asset Management
Florida
$12.7M +$4.91M +48,174 +77%
TYCC
35
Texas Yale Capital Corp
Florida
$12.6M -$204 -2 -0%
UB
36
UMB Bank
Missouri
$12M -$2.97M -29,180 -22%
KeyBank National Association
37
KeyBank National Association
Ohio
$12M -$393K -3,857 -4%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$12M -$343K -3,365 -3%
DY
39
Dowling & Yahnke
California
$11.9M -$525K -5,151 -5%
RJA
40
Raymond James & Associates
Florida
$11.8M -$1.32M -12,988 -11%
WSFS
41
Wilmington Savings Fund Society
Delaware
$11.7M +$905K +8,880 +10%
Creative Planning
42
Creative Planning
Kansas
$11.5M -$128K -1,257 -1%
BWFA
43
Baltimore-Washington Financial Advisors
Maryland
$11.4M -$188K -1,844 -2%
PFPT
44
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.7M -$701K -6,876 -7%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$10.6M -$1.49M -14,611 -14%
BCM
46
Brookstone Capital Management
Illinois
$10.6M +$9.45M +92,773 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$10.5M +$24.2K +237 +0.3%
CAL
48
Capital Advisors Ltd
Ohio
$9.32M -$95.6K -938 -1%
FI
49
FormulaFolio Investments
Michigan
$9.16M +$7.33M +71,927 +870%
US Bancorp
50
US Bancorp
Minnesota
$8.98M -$1.37M -13,480 -15%