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iShares S&P Small-Cap 600 Growth ETF

685 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, 208 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: 680685 (+5)

0.69% more ownership

Funds ownership: 57.75%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: 208 | Existing positions reduced: 210

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
685
Holders Change
+5
Holders Change %
+0.74%
% 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
55
Increased
208
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
RF
601
Robinswood Financial
Washington
$44.1K +$128 +1 +0.3%
FCMT
602
Founders Capital Management (Texas)
Texas
$43.8K
PCTC
603
Perkins Coie Trust Company
Washington
$40.1K
BFPW
604
BOK Financial Private Wealth
Colorado
$39.7K
CC
605
Cultivar Capital
Texas
$38.5K +$38.4K +300 New
BlackRock
606
BlackRock
New York
$38K +$12K +94 +47%
FFA
607
Founders Financial Alliance
North Carolina
$37.8K
TCM
608
Tradewinds Capital Management
Washington
$37.4K +$37.2K +291 New
HWM
609
Horizons Wealth Management
North Carolina
$36.7K
IBOK
610
Independence Bank of Kentucky
Kentucky
$36K
BCWM
611
Bartlett & Co Wealth Management
Ohio
$35.8K +$5.37K +42 +18%
HWA
612
HHM Wealth Advisors
Tennessee
$33.8K +$33.6K +263 New
CMA
613
Cedar Mountain Advisors
Oregon
$33.3K +$33.1K +259 New
BONH
614
Bank of New Hampshire
New Hampshire
$33.1K
CIAS
615
Capital Investment Advisory Services
North Carolina
$32.4K
TSMHT
616
Thurston Springer Miller Herd & Titak
Indiana
$31.2K +$31.1K +243 New
TWD
617
True Wealth Design
Ohio
$30.8K
OSAM
618
O'Shaughnessy Asset Management
Connecticut
$29.7K -$4.86K -38 -14%
EWM
619
EPG Wealth Management
Georgia
$28.8K -$28.7K -224 Closed
RFS
620
Richardson Financial Services
Massachusetts
$28.8K
IAIM
621
International Assets Investment Management
Florida
$27.5K +$27.4K +214 New
PCM
622
Perritt Capital Management
Illinois
$25.9K +$128 +1 +0.5%
Kayne Anderson Rudnick Investment Management
623
Kayne Anderson Rudnick Investment Management
California
$25.7K
TCM
624
TruNorth Capital Management
Michigan
$25.7K
KFS
625
Kelly Financial Services
Massachusetts
$25.5K -$384 -3 -1%