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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
Osaic Holdings
26
Osaic Holdings
Arizona
$24.3M +$702K +5,394 +3%
OCM
27
One Capital Management
California
$24.2M +$1.8M +13,791 +8%
Stifel Financial
28
Stifel Financial
Missouri
$24M +$5.34M +41,028 +29%
HighTower Advisors
29
HighTower Advisors
Illinois
$23.4M -$152K -1,167 -0.7%
BFA
30
Beaumont Financial Advisors
Massachusetts
$23.1M -$218K -1,678 -1%
GIA
31
GHP Investment Advisors
Colorado
$22.9M -$152K -1,171 -0.7%
WIA
32
World Investment Advisors
California
$21M +$11.4M +87,778 +124%
MML Investors Services
33
MML Investors Services
Massachusetts
$20.3M +$3.65M +28,034 +22%
PFG
34
Piershale Financial Group
Illinois
$18M -$452K -3,473 -2%
RJA
35
Raymond James & Associates
Florida
$16.7M +$293K +2,254 +2%
SL
36
Salomon & Ludwin
Virginia
$15.4M +$114K +873 +0.8%
PFPT
37
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.8M +$2.29M +17,581 +19%
PWA
38
Pinnacle Wealth Advisors
Tennessee
$14.8M +$14.5M +111,448 New
UB
39
UMB Bank
Missouri
$14.7M -$859K -6,603 -6%
PRS
40
Pinkerton Retirement Specialists
Idaho
$14.6M +$722K +5,545 +5%
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$14.1M +$487K +3,740 +4%
WSFS
42
Wilmington Savings Fund Society
Delaware
$14M +$181K +1,394 +1%
PAG
43
Private Advisor Group
New Jersey
$13.8M +$4.32M +33,201 +47%
PHAM
44
Palisades Hudson Asset Management
Florida
$13.7M -$9.24K -71 -0.1%
PL
45
Polianta Ltd
Jersey
$13.4M +$13.2M +101,300 New
PA
46
Probity Advisors
Texas
$13.3M -$13.9K -107 -0.1%
KeyBank National Association
47
KeyBank National Association
Ohio
$13.2M -$351K -2,694 -3%
DY
48
Dowling & Yahnke
California
$13M -$560K -4,304 -4%
IA
49
IFP Advisors
Florida
$13M +$927K +7,122 +8%
TYCC
50
Texas Yale Capital Corp
Florida
$13M