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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
FCMT
601
Founders Capital Management (Texas)
Texas
$43.8K
PCTC
602
Perkins Coie Trust Company
Washington
$40.1K
BFPW
603
BOK Financial Private Wealth
Colorado
$39.7K
CC
604
Cultivar Capital
Texas
$38.5K +$38.4K +300 New
BlackRock
605
BlackRock
New York
$38K +$12K +94 +47%
FFA
606
Founders Financial Alliance
North Carolina
$37.8K
TCM
607
Tradewinds Capital Management
Washington
$37.4K +$37.2K +291 New
HWM
608
Horizons Wealth Management
North Carolina
$36.7K
IBOK
609
Independence Bank of Kentucky
Kentucky
$36K
BCWM
610
Bartlett & Co Wealth Management
Ohio
$35.8K +$5.37K +42 +18%
HWA
611
HHM Wealth Advisors
Tennessee
$33.8K +$33.6K +263 New
CMA
612
Cedar Mountain Advisors
Oregon
$33.3K +$33.1K +259 New
BONH
613
Bank of New Hampshire
New Hampshire
$33.1K
CIAS
614
Capital Investment Advisory Services
North Carolina
$32.4K
TSMHT
615
Thurston Springer Miller Herd & Titak
Indiana
$31.2K +$31.1K +243 New
TWD
616
True Wealth Design
Ohio
$30.8K
OSAM
617
O'Shaughnessy Asset Management
Connecticut
$29.7K -$4.86K -38 -14%
EWM
618
EPG Wealth Management
Georgia
$28.8K -$28.7K -224 Closed
RFS
619
Richardson Financial Services
Massachusetts
$28.8K
IAIM
620
International Assets Investment Management
Florida
$27.5K +$27.4K +214 New
PCM
621
Perritt Capital Management
Illinois
$25.9K +$128 +1 +0.5%
Kayne Anderson Rudnick Investment Management
622
Kayne Anderson Rudnick Investment Management
California
$25.7K
TCM
623
TruNorth Capital Management
Michigan
$25.7K
KFS
624
Kelly Financial Services
Massachusetts
$25.5K -$384 -3 -1%
SN
625
Sittner & Nelson
Oregon
$24K