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iShares S&P Small-Cap 600 Growth ETF

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87%69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
526
Paradigm Strategies in Wealth Management
Minnesota
$44K
BCWM
527
Bartlett & Co Wealth Management
Ohio
$42.4K
BC
528
Bartlett & Co
Ohio
$42K
EWM
529
Endurance Wealth Management
Rhode Island
$41K
HPC
530
HM Payson & Co
Maine
$40K
Kayne Anderson Rudnick Investment Management
531
Kayne Anderson Rudnick Investment Management
California
$40K
FFA
532
Founders Financial Alliance
North Carolina
$39K
ST
533
Smithfield Trust
Pennsylvania
$39K
CCA
534
Column Capital Advisors
Indiana
$38K +$37.5K +288 New
CT
535
Caldwell Trust
Florida
$37.1K
BWM
536
Baystate Wealth Management
Massachusetts
$37K
IBOK
537
Independence Bank of Kentucky
Kentucky
$37K
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$37K +$23.9K +184 +200%
TWM
539
Tradition Wealth Management
Minnesota
$36K
HIA
540
Harbor Investment Advisory
Maryland
$34K
NSIM
541
North Star Investment Management
Illinois
$34K +$33.1K +254 New
BU
542
BBVA USA
Alabama
$33K +$32.8K +252 New
CWC
543
Carolinas Wealth Consulting
North Carolina
$29K -$911 -7 -3%
GTAM
544
Global Trust Asset Management
Florida
$28K
FP
545
Financial Perspectives
Minnesota
$27K -$2.86M -22,009 -99%
CIAS
546
Capital Investment Advisory Services
North Carolina
$26K
FCM
547
Firestone Capital Management
Florida
$26K
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$25K
SN
549
Sittner & Nelson
Oregon
$25K +$24.3K +187 New
AssetMark Inc
550
AssetMark Inc
California
$22K