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iShares S&P Small-Cap 600 Growth ETF

767 hedge funds and large institutions have $3.94B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 227 increasing their positions, 233 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $254K

128% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 40

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 727767 (+40)

1.9% more ownership

Funds ownership: 60.68%62.58% (+1.9%)

3% more capital invested

Capital invested by funds: $3.81B → $3.94B (+$123M)

3% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 233

Holders
767
Holders Change
+40
Holders Change %
+5.5%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
91
Increased
227
Reduced
233
Closed
40
Calls
$1.33M
Puts
$254K
Net Calls
+$1.07M
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
676
Walsh & Associates
Florida
$41.6K +$41.8K +295 New
BFO
677
Biltmore Family Office
North Carolina
$40.1K +$40.2K +284 New
IBOK
678
Independence Bank of Kentucky
Kentucky
$39.5K
HWM
679
Horizons Wealth Management
North Carolina
$38.1K
HWA
680
HHM Wealth Advisors
Tennessee
$37.1K
NSIM
681
North Star Investment Management
Illinois
$36.3K +$18.4K +130 +102%
SAM
682
Smartleaf Asset Management
Massachusetts
$36K +$35.5K +251 New
CT
683
Caldwell Trust
Florida
$35.7K
LB
684
Legacy Bridge
Iowa
$33.3K
PCM
685
Palouse Capital Management
Washington
$32.7K
CI
686
CX Institutional
Indiana
$32K +$142 +1 +0.4%
RFS
687
Richardson Financial Services
Massachusetts
$31.6K
SIS
688
Sound Income Strategies
Florida
$31.4K +$21.8K +154 +285%
CIAS
689
Capital Investment Advisory Services
North Carolina
$31.1K
QWM
690
Quaker Wealth Management
New Jersey
$31K +$142 +1 +0.5%
RRA
691
Red Reef Advisors
Florida
$29.8K +$29.9K +211 New
GWSG
692
GPS Wealth Strategies Group
Colorado
$29.7K -$76K -537 -72%
LBC
693
Lowe Brockenbrough & Co
Virginia
$28.8K -$380K -2,686 -93%
TAM
694
Tucker Asset Management
Colorado
$28.7K -$566 -4 -2%
SN
695
Sittner & Nelson
Oregon
$28.6K
AWM
696
Angeles Wealth Management
California
$28.2K
Kayne Anderson Rudnick Investment Management
697
Kayne Anderson Rudnick Investment Management
California
$28.2K
BONH
698
Bank of New Hampshire
New Hampshire
$27.7K
MHR
699
Matthew Hamilton Rosenberg
$27.4K
SRCM
700
Signature Resources Capital Management
California
$26.7K +$26.6K +188 +18,800%