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iShares S&P Small-Cap 600 Growth ETF

680 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, 209 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
9.89%
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
209
Closed
39
Calls
$1.46M
Puts
$308K
Net Calls
+$1.16M
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
601
BlackRock
New York
$38K +$12.1K +94 +47%
FFA
602
Founders Financial Alliance
North Carolina
$37.8K
TCM
603
Tradewinds Capital Management
Washington
$37.4K +$37.4K +291 New
HWM
604
Horizons Wealth Management
North Carolina
$36.7K
IBOK
605
Independence Bank of Kentucky
Kentucky
$36K
BCWM
606
Bartlett & Co Wealth Management
Ohio
$35.8K +$5.39K +42 +18%
HWA
607
HHM Wealth Advisors
Tennessee
$33.8K +$33.8K +263 New
CMA
608
Cedar Mountain Advisors
Oregon
$33.3K +$33.3K +259 New
BONH
609
Bank of New Hampshire
New Hampshire
$33.1K
CIAS
610
Capital Investment Advisory Services
North Carolina
$32.4K
TSMHT
611
Thurston Springer Miller Herd & Titak
Indiana
$31.2K +$31.2K +243 New
TWD
612
True Wealth Design
Ohio
$30.8K
OSAM
613
O'Shaughnessy Asset Management
Connecticut
$29.7K -$4.88K -38 -14%
EWM
614
EPG Wealth Management
Georgia
$28.8K -$29.3K -224 Closed
RFS
615
Richardson Financial Services
Massachusetts
$28.8K
IAIM
616
International Assets Investment Management
Florida
$27.5K +$27.5K +214 New
PCM
617
Perritt Capital Management
Illinois
$25.9K +$129 +1 +0.5%
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
$25.7K
TCM
619
TruNorth Capital Management
Michigan
$25.7K
KFS
620
Kelly Financial Services
Massachusetts
$25.5K -$386 -3 -1%
SN
621
Sittner & Nelson
Oregon
$24K
MA
622
Montag & Associates
Georgia
$23.9K -$4.11K -32 -15%
WWM
623
Wolff Wiese Magana
California
$22.3K
CB
624
CNB Bank
Pennsylvania
$21.1K
AFG
625
Albion Financial Group
Utah
$20.6K