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iShares S&P Small-Cap 600 Growth ETF

685 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 55 funds opening new positions, 208 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $308K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

1% more funds holding

Funds holding: 680685 (+5)

0.69% more ownership

Funds ownership: 57.75%58.44% (+0.69%)

1% less capital invested

Capital invested by funds: $3.41B → $3.39B (-$22.9M)

1% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 210

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
685
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.89%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
55
Increased
208
Reduced
210
Closed
39
Calls
$1.46M
Puts
$308K
Net Calls
+$1.16M
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
501
PFG Private Wealth Management
Florida
$227K
CPIA
502
Cornell Pochily Investment Advisors
New York
$225K +$256 +2 +0.1%
CBT
503
Central Bank & Trust
Kentucky
$223K
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$222K -$1.15K -9 -0.5%
FCAM
505
First Citizens Asset Management
North Carolina
$215K +$128 +1 +0.1%
HFS
506
Heritage Financial Services
Massachusetts
$214K
FUBT
507
First United Bank & Trust
Maryland
$214K
KTA
508
Keeley-Teton Advisors
Illinois
$212K
BMC
509
Beaton Management Company
Massachusetts
$211K
RSWM
510
Robertson Stephens Wealth Management
California
$211K
UCB
511
United Community Bank
South Carolina
$210K -$23.9K -187 -10%
SWM
512
Silverlake Wealth Management
Vermont
$210K +$209K +1,634 New
GCM
513
Gallacher Capital Management
Colorado
$210K -$6.39K -50 -3%
GWP
514
Gen-Wealth Partners
Michigan
$208K
GIA
515
Gladstone Institutional Advisory
Florida
$207K +$7.16K +56 +4%
SWM
516
Segment Wealth Management
Texas
$205K
SG
517
StoneX Group
New York
$205K +$204K +1,597 New
HIMC
518
Heritage Investors Management Corp
Maryland
$205K
TPWM
519
Twelve Points Wealth Management
Massachusetts
$204K +$203K +1,589 New
PWM
520
Perigon Wealth Management
California
$202K +$201K +1,572 New
SAM
521
Synergy Asset Management
Washington
$202K
UL
522
Unionview LLC
Washington
$202K +$640 +5 +0.3%
CWS
523
Confluence Wealth Services
Pennsylvania
$201K
IIC
524
Ironwood Investment Counsel
Arizona
$200K
GC
525
Garde Capital
Washington
$199K