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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
OC
651
Oakworth Capital
Alabama
$11.3K
AssetMark Inc
652
AssetMark Inc
California
$11.2K -$7.42K -58 -40%
CMBA
653
C.M. Bidwell & Associates
Hawaii
$11K
NS
654
NBC Securities
Alabama
$11K
BC
655
Barrett & Company
Rhode Island
$10.3K
S
656
Sachetta
Massachusetts
$10K -$1.53K -12 -14%
ITIM
657
Indiana Trust & Investment Management
Indiana
$9.63K
AA
658
Ancora Advisors
Ohio
$8.99K
Russell Investments Group
659
Russell Investments Group
United Kingdom
$7.15K
SIS
660
Sound Income Strategies
Florida
$6.93K
WBC
661
West Branch Capital
Massachusetts
$6.45K
DAM
662
Delta Asset Management
Tennessee
$6.42K
LWA
663
Lowe Wealth Advisors
Maryland
$6.42K
AIC
664
Archer Investment Corporation
Indiana
$6.18K -$5.63K -44 -48%
CFD
665
Creative Financial Designs
Indiana
$5.14K
DF
666
Dunhill Financial
United Kingdom
$4.54K
BCMLT
667
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.85K
GTAM
668
Global Trust Asset Management
Florida
$3.6K
GLR
669
Great Lakes Retirement
Ohio
$3.21K +$3.2K +25 New
MIA
670
Milestone Investment Advisors
Wisconsin
$3.08K +$3.07K +24 New
LFA
671
Legend Financial Advisors
Pennsylvania
$3.08K +$767 +6 +33%
TFM
672
TFC Financial Management
Massachusetts
$2.83K -$22.8K -178 -89%
AIA
673
Armor Investment Advisors
North Carolina
$2.57K
CT
674
Colonial Trust
South Carolina
$1.69K -$256 -2 -13%
MRCM
675
M&R Capital Management
New Jersey
$1.28K