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iShares S&P Small-Cap 600 Growth ETF

728 hedge funds and large institutions have $3.81B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

4% more capital invested

Capital invested by funds: $3.65B → $3.81B (+$161M)

0.59% more ownership

Funds ownership: 60.09%60.68% (+0.59%)

0% less funds holding

Funds holding: 729728 (-1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

17% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 247

Holders
728
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.56%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
60
Increased
204
Reduced
247
Closed
50
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$25.4M +$1.69M +12,247 +7%
HWA
27
Heartwood Wealth Advisors
Virginia
$24.5M +$655K +4,747 +3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$23.8M +$15.3M +110,581 +193%
Osaic Holdings
29
Osaic Holdings
Arizona
$23.7M +$429K +3,106 +2%
FWP
30
Falcon Wealth Planning
California
$23M +$1.17M +8,461 +5%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$22.6M +$180K +1,301 +0.8%
GIA
32
GHP Investment Advisors
Colorado
$22.4M -$294K -2,133 -1%
SDWMA
33
Schneider Downs Wealth Management Advisors
Pennsylvania
$22.3M +$748K +5,417 +4%
UCFA
34
United Capital Financial Advisors
Texas
$19.9M -$376K -2,727 -2%
KPWS
35
Kestra Private Wealth Services
Texas
$18.7M +$6.17M +44,740 +51%
Stifel Financial
36
Stifel Financial
Missouri
$18.6M -$1.01M -7,315 -5%
Truist Financial
37
Truist Financial
North Carolina
$18.5M -$405K -2,932 -2%
SFP
38
Sterling Financial Planning
New Jersey
$17.6M +$53.4K +387 +0.3%
PFPT
39
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.8M -$1.51M -10,949 -8%
PA
40
Probity Advisors
Texas
$15.4M +$415K +3,006 +3%
PHAM
41
Palisades Hudson Asset Management
Florida
$14.9M +$44.2K +320 +0.3%
RFA
42
RTD Financial Advisors
Pennsylvania
$14.6M +$531K +3,847 +4%
CCWM
43
Cassaday & Co Wealth Management
Virginia
$14.6M -$222K -1,610 -2%
Creative Planning
44
Creative Planning
Kansas
$14.5M +$344K +2,496 +2%
OAM
45
Oppenheimer Asset Management
New York
$13.8M -$64.9K -470 -0.5%
OCM
46
One Capital Management
California
$13.6M -$3.95M -28,632 -23%
TYCC
47
Texas Yale Capital Corp
Florida
$13.5M
KeyBank National Association
48
KeyBank National Association
Ohio
$13.5M -$421K -3,049 -3%
MCM
49
MAI Capital Management
Ohio
$13.1M -$398K -2,881 -3%
BAM
50
Belpointe Asset Management
Nevada
$12.3M +$2.17M +15,694 +22%