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iShares S&P Small-Cap 600 Growth ETF

591 hedge funds and large institutions have $3.48B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 211 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $836K | Put options by funds: $205K

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$506M)

7% more funds holding

Funds holding: 553591 (+38)

0.87% less ownership

Funds ownership: 56.74%55.87% (-0.87%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 211

Holders
591
Holders Change
+38
Holders Change %
+6.87%
% of All Funds
10.38%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
78
Increased
159
Reduced
211
Closed
34
Calls
$836K
Puts
$205K
Net Calls
+$631K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$11.8M -$33K -260 -0.3%
IA
52
IFP Advisors
Florida
$11.7M +$10.7M +84,473 +1,270%
SPC
53
Sigma Planning Corp
Michigan
$11.6M +$5.39M +42,407 +89%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$10.7M -$1.22M -9,591 -10%
CAL
55
Capital Advisors Ltd
Ohio
$10.4M -$23.8K -187 -0.2%
1IA
56
1834 Investment Advisors
Wisconsin
$10.3M -$5.96M -46,892 -37%
US Bancorp
57
US Bancorp
Minnesota
$10.3M +$244K +1,920 +2%
BEC
58
Blue Edge Capital
Virginia
$10.2M +$311K +2,446 +3%
RFM
59
Royal Fund Management
Florida
$9.7M +$9.35M +73,557 +3,513%
AWM
60
AE Wealth Management
Kansas
$9.6M +$9.04M +71,123 +1,914%
MWM
61
Mattern Wealth Management
Kansas
$9.52M +$9.43M +74,223 New
PFA
62
Pinnacle Family Advisors
Missouri
$9.41M +$9.32M +73,388 New
Franklin Resources
63
Franklin Resources
California
$9.34M -$98.5K -775 -1%
PAG
64
Private Advisor Group
New Jersey
$9.05M +$5.35M +42,082 +148%
CG
65
Colony Group
Massachusetts
$8.91M -$112K -878 -1%
WIA
66
World Investment Advisors
California
$8.87M +$7.32M +57,642 +438%
SFP
67
Sterling Financial Planning
New Jersey
$8.53M +$246K +1,939 +3%
TPCW
68
TD Private Client Wealth
New York
$8.36M -$1.26M -9,906 -13%
CA
69
Centerpoint Advisors
Massachusetts
$8.29M -$113K -886 -1%
MIAN
70
Mariner Independent Advisor Network
Kansas
$8.14M +$5.06M +39,790 +168%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$7.67M +$478K +3,765 +7%
FWP
72
Falcon Wealth Planning
California
$7.55M +$40K +315 +0.5%
SPIA
73
Steward Partners Investment Advisory
New York
$7.53M +$545K +4,293 +8%
CSA
74
Cottage Street Advisors
Massachusetts
$7.4M -$101K -797 -1%
FCT
75
Family Capital Trust
Massachusetts
$7.36M -$427K -3,363 -6%