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iShares S&P Small-Cap 600 Growth ETF

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87%69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$12.8M +$36.8K +283 +0.3%
RIG
52
Ramiah Investment Group
Wisconsin
$12.3M -$314K -2,416 -3%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$12.1M -$38.9K -299 -0.3%
PFA
54
Pinnacle Family Advisors
Missouri
$11.7M +$1.95M +14,998 +20%
Goldman Sachs
55
Goldman Sachs
New York
$11.6M -$3.03M -23,308 -21%
Creative Planning
56
Creative Planning
Kansas
$11.4M -$1.09M -8,402 -9%
1IA
57
1834 Investment Advisors
Wisconsin
$11.2M +$462K +3,546 +4%
CAL
58
Capital Advisors Ltd
Ohio
$10.6M -$158K -1,212 -1%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$10.5M -$522K -4,012 -5%
US Bancorp
60
US Bancorp
Minnesota
$10.5M -$169K -1,297 -2%
BEC
61
Blue Edge Capital
Virginia
$10.5M -$75K -576 -0.7%
RFM
62
Royal Fund Management
Florida
$10.4M +$384K +2,950 +4%
SPC
63
Sigma Planning Corp
Michigan
$9.59M -$2.34M -17,985 -20%
AWM
64
AE Wealth Management
Kansas
$9.44M -$473K -3,632 -5%
Franklin Resources
65
Franklin Resources
California
$9.38M -$275K -2,111 -3%
CG
66
Colony Group
Massachusetts
$9.22M +$7.68K +59 +0.1%
MWM
67
Mattern Wealth Management
Kansas
$9.1M -$271K -2,080 -3%
SFP
68
Sterling Financial Planning
New Jersey
$9.03M +$206K +1,585 +2%
CCFM
69
Clear Creek Financial Management
Washington
$8.95M +$8.78M +67,451 New
Mariner
70
Mariner
Kansas
$8.92M -$4.42M -33,996 -34%
TPCW
71
TD Private Client Wealth
New York
$8.82M +$168K +1,287 +2%
FWP
72
Falcon Wealth Planning
California
$8.55M +$731K +5,619 +10%
CA
73
Centerpoint Advisors
Massachusetts
$8.33M -$240K -1,843 -3%
MA
74
Mutual Advisors
Nebraska
$8.14M +$1.13M +8,714 +17%
SAF
75
Smith Anglin Financial
Texas
$8.03M +$561K +4,313 +8%