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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
SFG
751
Strive Financial Group
Indiana
$4.38K +$4.39K +31 New
AIC
752
Archer Investment Corporation
Indiana
$4.19K -$2.69K -19 -39%
CPG
753
Cornerstone Planning Group
New Jersey
$3.72K
EW
754
Elyxium Wealth
California
$3.67K +$3.68K +26 New
TAM
755
Townsend Asset Management
North Carolina
$3.58K
HR
756
Howe & Rusling
New York
$3.52K
EPG
757
Estate Planners Group
Pennsylvania
$3.05K +$3.11K +22 New
GSWM
758
Golden State Wealth Management
California
$2.96K -$7.08K -50 -70%
AIA
759
Armor Investment Advisors
North Carolina
$2.82K
NWS
760
Nvest Wealth Strategies
Ohio
$2.68K +$2.69K +19 New
GTAM
761
Global Trust Asset Management
Florida
$2.54K
VDBMI
762
Van Den Berg Management I
Texas
$2.4K +$2.41K +17 New
DF
763
Dunhill Financial
United Kingdom
$1.41K
CT
764
Colonial Trust
South Carolina
$1.31K -$142 -1 -10%
SWM
765
SHP Wealth Management
Massachusetts
$1.13K +$1.13K +8 New
CIA
766
Cape Investment Advisory
Georgia
$565
CA
767
CoreCap Advisors
Michigan
$565
PWA
768
Provenance Wealth Advisors
Florida
$423
Qube Research & Technologies (QRT)
769
Qube Research & Technologies (QRT)
United Kingdom
$141
MI
770
Motiv8 Investments
Florida
$41 +$40.8K +288 New
GAM
771
Gemmer Asset Management
California
-$6.26M -44,241 Closed
TWP
772
Total Wealth Planning
Ohio
-$4.23M -29,901 Closed
Bank of Nova Scotia
773
Bank of Nova Scotia
Ontario, Canada
-$2.83M -20,000 Closed
Kovitz Investment Group Partners
774
Kovitz Investment Group Partners
Illinois
-$2.58M -18,232 Closed
SIA
775
Strategic Investment Advisors
Michigan
-$27.7K -12,597 Closed