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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 %
CPIA
501
Cornell Pochily Investment Advisors
New York
$225K +$257 +2 +0.1%
CBT
502
Central Bank & Trust
Kentucky
$223K
BHWM
503
Bar Harbor Wealth Management
New Hampshire
$222K -$1.16K -9 -0.5%
FCAM
504
First Citizens Asset Management
North Carolina
$215K +$128 +1 +0.1%
HFS
505
Heritage Financial Services
Massachusetts
$214K
FUBT
506
First United Bank & Trust
Maryland
$214K
KTA
507
Keeley-Teton Advisors
Illinois
$212K
BMC
508
Beaton Management Company
Massachusetts
$211K
RSWM
509
Robertson Stephens Wealth Management
California
$211K
UCB
510
United Community Bank
South Carolina
$210K -$24K -187 -10%
SWM
511
Silverlake Wealth Management
Vermont
$210K +$210K +1,634 New
GCM
512
Gallacher Capital Management
Colorado
$210K -$6.42K -50 -3%
GWP
513
Gen-Wealth Partners
Michigan
$208K
GIA
514
Gladstone Institutional Advisory
Florida
$207K +$7.19K +56 +4%
SWM
515
Segment Wealth Management
Texas
$205K
SG
516
StoneX Group
New York
$205K +$205K +1,597 New
HIMC
517
Heritage Investors Management Corp
Maryland
$205K
TPWM
518
Twelve Points Wealth Management
Massachusetts
$204K +$204K +1,589 New
PWM
519
Perigon Wealth Management
California
$202K +$202K +1,572 New
SAM
520
Synergy Asset Management
Washington
$202K
UL
521
Unionview LLC
Washington
$202K +$642 +5 +0.3%
CWS
522
Confluence Wealth Services
Pennsylvania
$201K
IIC
523
Ironwood Investment Counsel
Arizona
$200K
GC
524
Garde Capital
Washington
$199K
MCM
525
MV Capital Management
Maryland
$184K