We are live on ! Find out more
IJT icon

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
AWM
676
Abound Wealth Management
Tennessee
$1.16K -$7.8K -61 -87%
HR
677
Howe & Rusling
New York
$900
EWA
678
EverSource Wealth Advisors
Alabama
$849
SGC
679
Slocum, Gordon & Co
Rhode Island
$770 +$767 +6 New
SFC
680
Strategic Financial Concepts
Texas
$611 +$11M +85,729 New
CIR
681
Clear Investment Research
Georgia
$517 -$316K -2,474 -100%
CIA
682
Cape Investment Advisory
Georgia
$514
PWA
683
Provenance Wealth Advisors
Florida
$385
IHWM
684
Iron Horse Wealth Management
Iowa
$282
KA
685
Kozak & Associates
Colorado
$258
FHC
686
First Heartland Consultants
Missouri
$235 +$384 +3 +0.2%
BNP Paribas Financial Markets
687
BNP Paribas Financial Markets
France
$128
SIS
688
Strategic Investment Solutions
Illinois
$5
CCWM
689
Correct Capital Wealth Management
Missouri
-$18.2M -138,983 Closed
MHS
690
M Holdings Securities
Oregon
-$11.5M -87,630 Closed
TCM
691
Telos Capital Management
California
-$2.98M -22,805 Closed
LNC
692
Lincoln National Corp
Pennsylvania
-$1.16M -8,850 Closed
NL
693
NWAM LLC
Washington
-$642K -4,944 Closed
CB
694
Cadence Bank
Mississippi
-$502K -3,841 Closed
BMD
695
Better Money Decisions
New Mexico
-$326K -2,491 Closed
KP
696
Keel Point
Alabama
-$279K -2,131 Closed
SFMG
697
Sage Financial Management Group
Virginia
-$260K -1,992 Closed
CFSG
698
Community Financial Services Group
Vermont
-$257K -1,965 Closed
EWM
699
Executive Wealth Management
Michigan
-$253K -1,948 Closed
NSB
700
Norway Savings Bank
Maine
-$253K -1,936 Closed