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iShares S&P Small-Cap 600 Growth ETF

728 hedge funds and large institutions have $3.81B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

4% more capital invested

Capital invested by funds: $3.65B → $3.81B (+$161M)

0.59% more ownership

Funds ownership: 60.09%60.68% (+0.59%)

0% less funds holding

Funds holding: 729728 (-1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

17% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 247

Holders
728
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.56%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
60
Increased
204
Reduced
247
Closed
50
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
701
United Financial Planning Group
New York
$7.36K +$7.18K +52 New
DAM
702
Delta Asset Management
Tennessee
$7.08K
LWA
703
Lowe Wealth Advisors
Maryland
$7.08K
AIC
704
Archer Investment Corporation
Indiana
$6.89K
WPA
705
West Paces Advisors
Georgia
$6.37K -$29.1K -211 -82%
CFD
706
Creative Financial Designs
Indiana
$5.66K
FWM
707
FSA Wealth Management
Massachusetts
$5.52K
DFA
708
DHJJ Financial Advisors
Illinois
$5.38K
AA
709
Addison Advisors
Vermont
$4.95K
FWA
710
Flagship Wealth Advisors
Massachusetts
$4.95K +$4.83K +35 New
TAM
711
Townsend Asset Management
North Carolina
$3.58K
HR
712
Howe & Rusling
New York
$3.53K -$7.32K -53 -68%
CPG
713
Cornerstone Planning Group
New Jersey
$3.48K
GAG
714
Goodman Advisory Group
Massachusetts
$2.97K +$2.9K +21 New
AIA
715
Armor Investment Advisors
North Carolina
$2.83K
GI
716
GAMMA Investing
California
$2.69K
GTAM
717
Global Trust Asset Management
Florida
$2.55K -$1.38K -10 -36%
TSMHT
718
Thurston Springer Miller Herd & Titak
Indiana
$2.55K +$414 +3 +20%
CFS
719
Compass Financial Services
Iowa
$1.98K +$1.93K +14 New
DF
720
Dunhill Financial
United Kingdom
$1.42K +$1.38K +10 New
CT
721
Colonial Trust
South Carolina
$1.36K -$138 -1 -9%
PC
722
Promus Capital
Illinois
$1.13K +$1.1K +8 New
CIR
723
Clear Investment Research
Georgia
$1K +$138 +1 +17%
CIA
724
Cape Investment Advisory
Georgia
$566
CA
725
CoreCap Advisors
Michigan
$566