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iShares S&P Small-Cap 600 Growth ETF

553 hedge funds and large institutions have $2.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

31% more capital invested

Capital invested by funds: $2.27B → $2.97B (+$706M)

16% more funds holding

Funds holding: 475553 (+78)

30% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 188

54.32% less ownership

Funds ownership: 111.06%56.74% (-54%)

Holders
553
Holders Change
+78
Holders Change %
+16.42%
% of All Funds
9.79%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
108
Increased
132
Reduced
188
Closed
19
Calls
$909K
Puts
Net Calls
+$909K
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$5.47M +$394K +3,868 +9%
MCWS
77
McKinley Carter Wealth Services
West Virginia
$5.45M +$4.86M +47,721 New
CWM
78
Connecticut Wealth Management
Connecticut
$5.34M +$251K +2,465 +5%
GLA
79
Great Lakes Advisors
Illinois
$5.19M -$7.34K -72 -0.2%
LFAS
80
Level Four Advisory Services
Texas
$5.18M -$135K -1,328 -3%
AMG
81
Asset Management Group
Connecticut
$4.98M -$38.2K -375 -0.9%
CCC
82
Crescent Capital Consulting
Louisiana
$4.93M +$4.4M +43,192 New
FHB
83
First Hawaiian Bank
Hawaii
$4.84M -$187K -1,838 -4%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$4.71M -$53.3K -523 -1%
CAN
85
Cetera Advisor Networks
California
$4.67M -$8.64M -84,787 -67%
NP
86
NorthRock Partners
Minnesota
$4.47M -$4.62M -45,329 -54%
SCG
87
Sonata Capital Group
Washington
$4.4M +$1.83K +18 +0%
RFC
88
Regions Financial Corp
Alabama
$4.35M +$153K +1,502 +4%
GT
89
Greenleaf Trust
Michigan
$4.27M -$122K -1,198 -3%
SS
90
Sunbelt Securities
Texas
$4.1M +$15.9K +156 +0.4%
DBIA
91
Dumont & Blake Investment Advisors
New Jersey
$4.06M +$46.5K +456 +1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$4.04M
PA
93
PSI Advisors
Florida
$3.99M -$1.06M -10,447 -23%
IWAG
94
Integer Wealth Advisors Group
Georgia
$3.9M -$308K -3,018 -8%
FCFC
95
First Citizens Financial Corp
Iowa
$3.85M -$18.3K -180 -0.5%
GPA
96
Guidance Point Advisors
Massachusetts
$3.81M +$5.2K +51 +0.2%
TFA
97
Tobias Financial Advisors
Florida
$3.79M +$53.9K +529 +2%
PAG
98
Private Advisor Group
New Jersey
$3.25M -$12.6K -124 -0.4%
NCM
99
Neumann Capital Management
California
$3.23M -$7.13K -70 -0.2%
PPW
100
Parcion Private Wealth
Washington
$3.2M +$2.04K +20 +0.1%