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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
MA
626
Montag & Associates
Georgia
$23.9K -$4.09K -32 -15%
WWM
627
Wolff Wiese Magana
California
$22.3K
CB
628
CNB Bank
Pennsylvania
$21.1K
AFG
629
Albion Financial Group
Utah
$20.6K
CB
630
Community Bank
New York
$20.5K +$20.5K +160 New
CSWM
631
Cassady Schiller Wealth Management
Ohio
$20.4K
MPCG
632
Matrix Private Capital Group
New York
$20.3K
SWM
633
Sugarloaf Wealth Management
Georgia
$19.8K
S
634
SignatureFD
Georgia
$19.6K
LB
635
Legacy Bridge
Iowa
$17.5K
CFB
636
Cullen/Frost Bankers
Texas
$17.5K
AA
637
Addison Advisors
Vermont
$16.7K
NSIM
638
North Star Investment Management
Illinois
$16.3K
TIM
639
Tortoise Investment Management
New York
$15.9K
BWP
640
Baldwin Wealth Partners
Massachusetts
$15.4K
CWM
641
CarsonAllaria Wealth Management
Illinois
$15.4K +$895 +7 +6%
CA
642
Crewe Advisors
Utah
$15.2K
OHWP
643
Oak Harbor Wealth Partners
North Carolina
$14.4K
AT
644
Avalon Trust
New Mexico
$13.9K
CCMI
645
Creative Capital Management Investments
California
$13.4K
HCA
646
Heck Capital Advisors
Wisconsin
$13.2K
TSWM
647
Tyler-Stone Wealth Management
Ohio
$12.8K
RWMG
648
Redwood Wealth Management Group
New Jersey
$12.7K +$12.7K +99 New
BLC
649
Brown, Lisle/Cummings
Rhode Island
$12.3K
Simplex Trading
650
Simplex Trading
Illinois
$12K +$12.8K +100 New