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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
MCM
526
MV Capital Management
Maryland
$184K
RBC
527
Roble Belko & Company
Pennsylvania
$182K
BBHC
528
Brown Brothers Harriman & Co
New York
$181K
TCOV
529
Trust Company of Vermont
Vermont
$176K -$256 -2 -0.1%
GKWIM
530
Gerber Kawasaki Wealth & Investment Management
California
$174K +$173K +1,352 New
DSC
531
Duncker Streett & Co
Missouri
$173K
SC
532
SouthState Corp
Florida
$170K
LWCFA
533
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$169K
HIA
534
Harbor Investment Advisory
Maryland
$168K
MCM
535
MidAtlantic Capital Management
Virginia
$161K
IRAG
536
Investment Research & Advisory Group
Georgia
$161K
FFL
537
Financial Freedom LLC
Ohio
$150K +$384 +3 +0.3%
National Bank of Canada
538
National Bank of Canada
Quebec, Canada
$145K
JGIA
539
Jackson Grant Investment Advisers
Connecticut
$144K +$384 +3 +0.3%
WAG
540
Windsor Advisory Group
Ohio
$142K
HPC
541
HM Payson & Co
Maine
$141K
MIM
542
Macroview Investment Management
Maryland
$139K +$5.63K +44 +4%
OFG
543
Oxford Financial Group
Indiana
$138K +$128 +1 +0.1%
CFGS
544
Concourse Financial Group Securities
Alabama
$137K -$54K -422 -28%
HBW
545
Hazlett, Burt & Watson
West Virginia
$135K +$18.2K +142 +16%
TCG
546
Transcendent Capital Group
Oklahoma
$134K -$512 -4 -0.4%
ACA
547
Aptus Capital Advisors
Alabama
$131K -$6.65K -52 -5%
HNB
548
Hilltop National Bank
Wyoming
$130K
LWANC
549
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K
TWC
550
TD Waterhouse Canada
Ontario, Canada
$128K