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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
CB
551
CNB Bank
Pennsylvania
$22K
OFG
552
Oxford Financial Group
Indiana
$21K
AFG
553
Albion Financial Group
Utah
$21K +$20.2K +155 New
HFA
554
HC Financial Advisors
California
$18K
BAM
555
Baldrige Asset Management
Pennsylvania
$18K +$18K +138 New
BL
556
Balentine LLC
Georgia
$17K +$16.3K +125 New
LWA
557
Lenox Wealth Advisors
New York
$17K +$16.7K +128 New
AA
558
Addison Advisors
Vermont
$17K +$16.9K +130 New
TIM
559
Tortoise Investment Management
New York
$16K
Barclays
560
Barclays
United Kingdom
$15K -$1.43K -11 -9%
SWM
561
Selective Wealth Management
Virginia
$15K
GI
562
Gradient Investments
Minnesota
$12K
VCM
563
Versant Capital Management
Arizona
$12K
CBT
564
CoreFirst Bank & Trust
Kansas
$11K
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$11K
TFO
566
Tarbox Family Office
California
$11K
SWM
567
Sugarloaf Wealth Management
Georgia
$10K -$4.69K -36 -32%
RDWM
568
Red Door Wealth Management
Tennessee
$10K +$10.2K +78 New
SFPG
569
Stonebridge Financial Planning Group
Florida
$9K
CFA
570
Carroll Financial Associates
North Carolina
$8K -$130K -995 -94%
FI
571
FormulaFolio Investments
Michigan
$8K
RFA
572
Reilly Financial Advisors
California
$8K
SCA
573
Stonebridge Capital Advisors
Minnesota
$8K +$3.9K +30 +100%
PGWM
574
Parisi Gray Wealth Management
New Jersey
$8K +$7.81K +60 New
SBL
575
Sargent Bickham Lagudis
Colorado
$7K -$4.17K -32 -37%