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iShares S&P Small-Cap 600 Growth ETF

553 hedge funds and large institutions have $2.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

31% more capital invested

Capital invested by funds: $2.27B → $2.97B (+$706M)

16% more funds holding

Funds holding: 475553 (+78)

30% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 188

54.32% less ownership

Funds ownership: 111.06%56.74% (-54%)

Holders
553
Holders Change
+78
Holders Change %
+16.42%
% of All Funds
9.79%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
108
Increased
132
Reduced
188
Closed
19
Calls
$909K
Puts
Net Calls
+$909K
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
526
Ropes Wealth Advisors
Massachusetts
$9K +$7.54K +74 +1,850%
GI
527
Gradient Investments
Minnesota
$8K -$4.79K -47 -50%
BFG
528
Baron Financial Group
New Jersey
$7.08K
RFA
529
Reilly Financial Advisors
California
$7K
BAMG
530
Brand Asset Management Group
Missouri
$6K
CI
531
Cordant Inc
Oregon
$6K
LWA
532
Lowe Wealth Advisors
Maryland
$6K
SBL
533
Sargent Bickham Lagudis
Colorado
$6K
SIS
534
SVB Investment Services
Utah
$6K
MCM
535
MV Capital Management
Maryland
$6K +$5.71K +56 New
AIC
536
Archer Investment Corporation
Indiana
$5.02K
NCM
537
New Capital Management
Texas
$5K -$2.75K -27 -50%
LWM
538
Liberty Wealth Management
California
$5K
RCA
539
Rowland Carmichael Advisors
Arizona
$5K
PK
540
Pflug Koory
Nebraska
$4K
FPCG
541
Fort Pitt Capital Group
Pennsylvania
$4K +$3.87K +38 New
OC
542
Oakworth Capital
Alabama
$3K -$50.8K -498 -95%
JCM
543
Jacobi Capital Management
Pennsylvania
$3K
LDFR
544
Lehman & Derafelo Financial Resources
Pennsylvania
$3K
TAM
545
Townsend Asset Management
North Carolina
$3K
JPLA
546
Joseph P. Lucia & Associates
New York
$3K +$2.45K +24 New
AW
547
Avion Wealth
Texas
$2K
IA
548
Inspire Advisors
Idaho
$2K +$1.63K +16 New
RAM
549
Riggs Asset Management
Pennsylvania
$2K +$1.83K +18 New
NFSG
550
Newbridge Financial Services Group
Florida
$1K