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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
CI
576
Cordant Inc
Oregon
$7K
DAM
577
Delta Asset Management
Tennessee
$7K
LWA
578
Lowe Wealth Advisors
Maryland
$7K
MCM
579
MV Capital Management
Maryland
$7K
UFF
580
USA Financial Formulas
Michigan
$7K
JWA
581
JFS Wealth Advisors
Pennsylvania
$6K -$21.3K -164 -78%
Qube Research & Technologies (QRT)
582
Qube Research & Technologies (QRT)
United Kingdom
$6K -$6.9K -53 -53%
LWM
583
Liberty Wealth Management
California
$6K
WBC
584
West Branch Capital
Massachusetts
$6K +$6.38K +49 New
TAM
585
Tucker Asset Management
Colorado
$5.84K +$5.73K +44 New
TWA
586
TCI Wealth Advisors
Arizona
$5K +$4.95K +38 New
BFG
587
Baron Financial Group
New Jersey
$4.91K
PK
588
Pflug Koory
Nebraska
$4K
SIS
589
Sound Income Strategies
Florida
$3K -$13.3K -102 -81%
AW
590
Avion Wealth
Texas
$3K
JPLA
591
Joseph P. Lucia & Associates
New York
$3K
LDFR
592
Lehman & Derafelo Financial Resources
Pennsylvania
$3K
TAM
593
Townsend Asset Management
North Carolina
$3K
OSNBOA
594
Old Second National Bank of Aurora
Illinois
$2K
HCP
595
Hexagon Capital Partners
Arkansas
$1K
NFSG
596
Newbridge Financial Services Group
Florida
$1K
YAL
597
Your Advocates Ltd
Texas
$1K
BBHC
598
Brown Brothers Harriman & Co
New York
$185 -$109K -840 -38%
JMF
599
Johnson Midwest Financial
Iowa
-$14.9M -116,429 Closed
SAG
600
Spotlight Asset Group
Illinois
-$2.23M -17,385 Closed