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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
TPWM
526
Twelve Points Wealth Management
Massachusetts
$225K
CWS
527
Confluence Wealth Services
Pennsylvania
$222K
TCWM
528
Total Clarity Wealth Management
Illinois
$221K +$216K +1,562 New
CRC
529
Curi RMB Capital
Illinois
$221K +$215K +1,561 New
PWM
530
Perigon Wealth Management
California
$219K -$11.3K -82 -5%
HPM
531
Hoxton Planning & Management
West Virginia
$218K +$4.42K +32 +2%
HP
532
Holistic Planning
Texas
$217K +$212K +1,535 New
AWM
533
AE Wealth Management
Kansas
$213K +$65.8K +477 +46%
TP
534
Tranquility Partners
Tennessee
$213K
IA
535
IFG Advisors
Missouri
$213K +$138 +1 +0.1%
AFM
536
Armstrong Fleming & Moore
District of Columbia
$213K
VA
537
Valmark Advisers
Ohio
$212K +$207K +1,501 New
GC
538
Garde Capital
Washington
$212K +$3.04K +22 +1%
AIC
539
Allodium Investment Consultants
Minnesota
$212K +$206K +1,496 New
FLP
540
Financial Life Planners
Arizona
$210K +$205K +1,487 New
CWM
541
Cordatus Wealth Management
Pennsylvania
$210K -$8.27M -59,955 -98%
SC
542
Slow Capital
California
$210K -$28.4K -206 -12%
WKSWA
543
White Knight Strategic Wealth Advisors
New Jersey
$209K +$203K +1,474 New
CHA
544
Cooper/Haims Advisors
New York
$208K +$203K +1,472 New
IIC
545
Ironwood Investment Counsel
Arizona
$208K +$203K +1,469 New
OCM
546
Objective Capital Management
Ohio
$206K +$201K +1,459 New
AG
547
Ascent Group
Virginia
$206K -$113K -818 -36%
MCM
548
MidAtlantic Capital Management
Virginia
$206K +$201K +1,455 New
SC
549
SouthState Corp
Florida
$205K -$124K -900 -38%
WPW
550
Waldron Private Wealth
Pennsylvania
$204K +$199K +1,442 New