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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
SFMG
501
Sage Financial Management Group
Virginia
$257K -$10.4K -75 -4%
NWAG
502
Net Worth Advisory Group
Utah
$256K -$1.65M -11,972 -87%
PA
503
PFG Advisors
Arizona
$256K +$250K +1,809 New
EBA
504
Eagle Bay Advisors
New York
$253K -$58.7K -425 -19%
RW
505
Rede Wealth
Virginia
$253K +$247K +1,791 New
RIS
506
Richmond Investment Services
Wisconsin
$252K -$21.8K -158 -8%
M
507
MOTCO
Texas
$251K -$966 -7 -0.4%
OWA
508
Oak Wealth Advisors
Illinois
$248K
SAM
509
Strive Asset Management
Ohio
$246K -$492K -3,562 -67%
CPIA
510
Cornell Pochily Investment Advisors
New York
$239K +$276 +2 +0.1%
FPAS
511
Focus Partners Advisor Solutions
Missouri
$237K +$232K +1,684 New
BHWM
512
Bar Harbor Wealth Management
New Hampshire
$236K -$4K -29 -2%
IAA
513
Independent Advisor Alliance
North Carolina
$236K +$230K +1,666 New
CCT
514
Chemung Canal Trust
New York
$235K
BWP
515
Balboa Wealth Partners
Arizona
$235K +$229K +1,659 New
GI
516
GAMCO Investors
Connecticut
$233K
BMC
517
Beaton Management Company
Massachusetts
$232K
BWP
518
Burling Wealth Partners
Illinois
$231K
GCM
519
Gallacher Capital Management
Colorado
$231K
MMA
520
Miracle Mile Advisors
California
$228K -$16.3K -118 -7%
SWM
521
Segment Wealth Management
Texas
$226K
BP
522
BBR Partners
New York
$226K +$221K +1,600 New
GIA
523
Gladstone Institutional Advisory
Florida
$226K -$12.8K -93 -5%
HIMC
524
Heritage Investors Management Corp
Maryland
$226K
FIM
525
Freedom Investment Management
Connecticut
$225K -$327K -2,371 -60%