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iShares S&P Small-Cap 600 Growth ETF

684 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, 207 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: 679684 (+5)

0.69% more ownership

Funds ownership: 57.74%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: 207 | Existing positions reduced: 210

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
684
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.88%
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
207
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
CTC
551
Central Trust Company
Missouri
$127K
GWSG
552
GPS Wealth Strategies Group
Colorado
$121K -$16.4K -128 -12%
SC
553
Stephens Consulting
Michigan
$119K +$5.88K +46 +5%
MFC
554
Mechanics Financial Corp
Ohio
$118K
EWM
555
Evermay Wealth Management
Virginia
$117K
CWC
556
Carolinas Wealth Consulting
North Carolina
$115K
BWL
557
Bogart Wealth LLC
Virginia
$114K +$4.48K +35 +4%
CTB
558
Country Trust Bank
Illinois
$109K +$41.6K +325 +62%
T
559
Tidemark
California
$108K
BTI
560
Blue Trust Inc
Georgia
$107K
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
$107K
CCM
562
Chilton Capital Management
Texas
$103K
Fuller & Thaler Asset Management
563
Fuller & Thaler Asset Management
California
$95.9K +$95.5K +747 New
TAM
564
Townsend Asset Management
North Carolina
$93.7K
LCM
565
Logan Capital Management
Pennsylvania
$93.6K -$12.7K -99 -12%
SSB
566
Sandy Spring Bank
Maryland
$91.4K -$29.3K -229 -24%
PFM
567
Phillips Financial Management
Indiana
$84.9K -$5.12K -40 -6%
AP
568
Atwood & Palmer
Missouri
$84.5K
PPA
569
Painted Porch Advisors
California
$83.6K +$83.3K +651 New
CAS
570
Coppell Advisory Solutions
Texas
$83.5K +$83.1K +650 New
WCAMG
571
Woodard & Company Asset Management Group
North Carolina
$81.9K
PO
572
Private Ocean
California
$79.6K
FFC
573
First Financial Corp
Indiana
$77.1K
SIC
574
Salem Investment Counselors
North Carolina
$76.5K
CA
575
Continuum Advisory
Idaho
$76K