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iShares S&P Small-Cap 600 Growth ETF

591 hedge funds and large institutions have $3.48B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 211 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $836K | Put options by funds: $205K

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$506M)

7% more funds holding

Funds holding: 553591 (+38)

0.87% less ownership

Funds ownership: 56.74%55.87% (-0.87%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 211

Holders
591
Holders Change
+38
Holders Change %
+6.87%
% of All Funds
10.38%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
78
Increased
159
Reduced
211
Closed
34
Calls
$836K
Puts
$205K
Net Calls
+$631K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
551
Sound Income Strategies
Florida
$16.1K
TIM
552
Tortoise Investment Management
New York
$16K
SWM
553
Selective Wealth Management
Virginia
$15K
Barclays
554
Barclays
United Kingdom
$15K +$1.4K +11 +10%
Qube Research & Technologies (QRT)
555
Qube Research & Technologies (QRT)
United Kingdom
$13K +$12.7K +100 New
VCM
556
Versant Capital Management
Arizona
$12K
GI
557
Gradient Investments
Minnesota
$12K +$5.97K +47 +100%
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$12K +$11.7K +92 New
CBT
559
CoreFirst Bank & Trust
Kansas
$11K
TFO
560
Tarbox Family Office
California
$11K
SBL
561
Sargent Bickham Lagudis
Colorado
$11K +$4.07K +32 +59%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$11K +$10.4K +82 New
SFPG
563
Stonebridge Financial Planning Group
Florida
$9K +$8.89K +70 New
FI
564
FormulaFolio Investments
Michigan
$8K -$10.2M -80,131 -100%
RFA
565
Reilly Financial Advisors
California
$8K
BAMG
566
Brand Asset Management Group
Missouri
$7K
CI
567
Cordant Inc
Oregon
$7K
MCM
568
MV Capital Management
Maryland
$7K
UFF
569
USA Financial Formulas
Michigan
$7K +$6.86K +54 New
DAM
570
Delta Asset Management
Tennessee
$6K -$8.13K -64 -56%
TFS
571
TrustCore Financial Services
Tennessee
$6K -$4.07K -32 -40%
LWA
572
Lowe Wealth Advisors
Maryland
$6K
LWM
573
Liberty Wealth Management
California
$5K
BFG
574
Baron Financial Group
New Jersey
$4.75K -$3.18K -25 -40%
PK
575
Pflug Koory
Nebraska
$4K