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iShares S&P Small-Cap 600 Growth ETF

681 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 54 funds opening new positions, 206 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
9.9%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
54
Increased
206
Reduced
210
Closed
39
Calls
$1.46M
Puts
$308K
Net Calls
+$1.16M
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
551
GPS Wealth Strategies Group
Colorado
$121K -$16.4K -128 -12%
SC
552
Stephens Consulting
Michigan
$119K +$5.91K +46 +5%
MFC
553
Mechanics Financial Corp
Ohio
$118K
EWM
554
Evermay Wealth Management
Virginia
$117K
CWC
555
Carolinas Wealth Consulting
North Carolina
$115K
BWL
556
Bogart Wealth LLC
Virginia
$114K +$4.5K +35 +4%
CTB
557
Country Trust Bank
Illinois
$109K +$41.7K +325 +62%
T
558
Tidemark
California
$108K
BTI
559
Blue Trust Inc
Georgia
$107K
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$107K
CCM
561
Chilton Capital Management
Texas
$103K
Fuller & Thaler Asset Management
562
Fuller & Thaler Asset Management
California
$95.9K +$95.9K +747 New
TAM
563
Townsend Asset Management
North Carolina
$93.7K
LCM
564
Logan Capital Management
Pennsylvania
$93.6K -$12.7K -99 -12%
SSB
565
Sandy Spring Bank
Maryland
$91.4K -$29.4K -229 -24%
PFM
566
Phillips Financial Management
Indiana
$84.9K -$5.14K -40 -6%
AP
567
Atwood & Palmer
Missouri
$84.5K
PPA
568
Painted Porch Advisors
California
$83.6K +$83.6K +651 New
CAS
569
Coppell Advisory Solutions
Texas
$83.5K +$83.5K +650 New
WCAMG
570
Woodard & Company Asset Management Group
North Carolina
$81.9K
PO
571
Private Ocean
California
$79.6K
FFC
572
First Financial Corp
Indiana
$77.1K
SIC
573
Salem Investment Counselors
North Carolina
$76.5K
CA
574
Continuum Advisory
Idaho
$76K
FP
575
Financial Perspectives
Minnesota
$70.6K +$1.28K +10 +2%