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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
SWP
576
SIMA Wealth Partners
Virginia
$71.8K +$71.5K +559 New
FP
577
Financial Perspectives
Minnesota
$70.6K +$1.28K +10 +2%
KPP
578
Kings Path Partners
Texas
$70.1K +$69.8K +546 New
CPA
579
Cardiff Park Advisors
California
$69.4K
CT
580
Caldwell Trust
Florida
$66K
PIP
581
Peachtree Investment Partners
Florida
$65.8K +$128 +1 +0.2%
LC
582
Lindbrook Capital
California
$65.2K
RIL
583
Rothschild Investment LLC
Illinois
$63.7K +$22K +172 +53%
PB
584
Pinnacle Bancorp
Nebraska
$61.9K
KHC
585
Koesten Hirschmann & Crabtree
Kansas
$60.8K
APW
586
Acima Private Wealth
Virginia
$60.4K
CTA
587
Colonial Trust Advisors
South Carolina
$56.9K -$3.07K -24 -5%
IIL
588
Insight Inv LLC
California
$54.7K
VWWMG
589
Vermillion & White Wealth Management Group
Pennsylvania
$52.4K
CNBTD
590
Citizens National Bank Trust Department
Mississippi
$51.4K
CYG
591
Clean Yield Group
Vermont
$51.4K
PIA
592
Powell Investment Advisors
Florida
$51.4K +$51.2K +400 New
ST
593
Smithfield Trust
Pennsylvania
$51K
CWP
594
Concord Wealth Partners
Virginia
$50.4K
Allspring Global Investments
595
Allspring Global Investments
North Carolina
$50.1K
SWM
596
Spire Wealth Management
Virginia
$49.2K +$2.56K +20 +6%
MFT
597
Moisand Fitzgerald Tamayo
Florida
$48.3K
MHR
598
Matthew Hamilton Rosenberg
$47.9K
RA
599
Rise Advisors
New York
$46.7K +$128 +1 +0.3%
RIA
600
Realta Investment Advisors
Delaware
$45.5K +$128 +1 +0.3%