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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
Lido Advisors
76
Lido Advisors
California
$7.89M +$873K +6,704 +13%
CSA
77
Cottage Street Advisors
Massachusetts
$7.59M -$63.6K -489 -0.8%
CPIG
78
Chicago Partners Investment Group
Illinois
$7.52M +$514K +3,951 +7%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$7.49M +$86.3K +663 +1%
FCT
80
Family Capital Trust
Massachusetts
$7.4M -$204K -1,565 -3%
RA
81
Rodgers & Associates
Pennsylvania
$7.39M +$108K +827 +2%
IFS
82
Ifrah Financial Services
Arkansas
$7.37M -$6.25K -48 -0.1%
PAI
83
Pittenger & Anderson Inc
Nebraska
$7.22M
MA
84
MUFG Americas
New York
$7.08M -$427K -3,279 -6%
FMC
85
First Merchants Corp
Indiana
$7.05M +$5.21K +40 +0.1%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$6.89M +$6.43M +49,429 +2,148%
MCM
87
MAI Capital Management
Ohio
$6.77M +$114K +877 +2%
SPIA
88
Steward Partners Investment Advisory
New York
$6.66M -$1.11M -8,507 -14%
MIAN
89
Mariner Independent Advisor Network
Kansas
$6.61M -$1.77M -13,622 -21%
SNT
90
Security National Trust
West Virginia
$6.34M -$263K -2,020 -4%
AIA
91
Arrow Investment Advisors
Maryland
$6.19M +$370K +2,846 +6%
GLA
92
Great Lakes Advisors
Illinois
$5.88M -$18.9K -145 -0.3%
EE
93
EWG Elevate
California
$5.83M -$504K -3,876 -8%
CWM
94
Connecticut Wealth Management
Connecticut
$5.8M +$5.69M +43,731 New
AMG
95
Asset Management Group
Connecticut
$5.7M -$53.4K -410 -0.9%
LFAS
96
Level Four Advisory Services
Texas
$5.63M -$19.8K -152 -0.4%
IA
97
IndexIQ Advisors
New York
$5.46M +$5.05M +38,802 +1,649%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$5.37M -$259K -1,987 -5%
RFC
99
Regions Financial Corp
Alabama
$5.36M +$389K +2,986 +8%
SWA
100
SOA Wealth Advisors
New York
$5.27M -$1.03M -7,928 -17%