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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 %
CB
626
Community Bank
New York
$20.5K +$20.5K +160 New
CSWM
627
Cassady Schiller Wealth Management
Ohio
$20.4K
MPCG
628
Matrix Private Capital Group
New York
$20.3K
SWM
629
Sugarloaf Wealth Management
Georgia
$19.8K
S
630
SignatureFD
Georgia
$19.7K
LB
631
Legacy Bridge
Iowa
$17.5K
CFB
632
Cullen/Frost Bankers
Texas
$17.5K
AA
633
Addison Advisors
Vermont
$16.7K
NSIM
634
North Star Investment Management
Illinois
$16.3K
TIM
635
Tortoise Investment Management
New York
$15.9K
BWP
636
Baldwin Wealth Partners
Massachusetts
$15.4K
CWM
637
CarsonAllaria Wealth Management
Illinois
$15.4K +$899 +7 +6%
CA
638
Crewe Advisors
Utah
$15.2K
OHWP
639
Oak Harbor Wealth Partners
North Carolina
$14.4K
AT
640
Avalon Trust
New Mexico
$13.9K
CCMI
641
Creative Capital Management Investments
California
$13.4K
HCA
642
Heck Capital Advisors
Wisconsin
$13.2K
TSWM
643
Tyler-Stone Wealth Management
Ohio
$12.8K
RWMG
644
Redwood Wealth Management Group
New Jersey
$12.7K +$12.7K +99 New
BLC
645
Brown, Lisle/Cummings
Rhode Island
$12.3K
Simplex Trading
646
Simplex Trading
Illinois
$12K +$12K +100 New
OC
647
Oakworth Capital
Alabama
$11.3K
AssetMark Inc
648
AssetMark Inc
California
$11.2K -$7.45K -58 -40%
CMBA
649
C.M. Bidwell & Associates
Hawaii
$11K
NS
650
NBC Securities
Alabama
$11K