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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
NOI
76
Newton One Investments
Delaware
$7.98M -$175K -1,235 -2%
JWA
77
JFS Wealth Advisors
Pennsylvania
$7.93M +$6.09K +43 +0.1%
LF
78
Lee Financial
Texas
$7.86M +$7.88M +55,677 New
CIA
79
Concurrent Investment Advisors
Florida
$7.82M +$178K +1,261 +2%
AFG
80
Atomi Financial Group
New York
$7.66M +$115K +809 +2%
IFS
81
Ifrah Financial Services
Arkansas
$7.47M -$18.5K -131 -0.2%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$7.46M +$777K +5,493 +12%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$7.27M +$123K +867 +2%
FFG
84
Fortress Financial Group
Minnesota
$7.25M +$648K +4,579 +10%
PNFS
85
PW Nova Financial Services
Pennsylvania
$7.23M +$7.17M +50,675 New
SPC
86
Sigma Planning Corp
Michigan
$7.08M +$204K +1,439 +3%
UB
87
UMB Bank
Missouri
$6.95M -$292K -2,060 -4%
NB
88
NBT Bank
New York
$6.6M +$15.7K +111 +3%
CFG
89
Clayton Financial Group
Missouri
$6.51M +$168K +1,187 +3%
CPIG
90
Chicago Partners Investment Group
Illinois
$6.45M +$138K +977 +2%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$6.27M -$1.92M -13,536 -23%
CSA
92
Cottage Street Advisors
Massachusetts
$6.25M -$98.7K -697 -2%
SWA
93
SOA Wealth Advisors
New York
$6.2M -$347K -2,452 -5%
LFAS
94
Level Four Advisory Services
Texas
$6M
SL
95
StoryOne LLC
Kansas
$5.84M
BF
96
BOK Financial
Oklahoma
$5.82M -$368K -2,599 -6%
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
$5.8M -$348K -2,462 -6%
ACIM
98
Azimuth Capital Investment Management
Michigan
$5.78M -$70.8K -500 -1%
BAM
99
Belpointe Asset Management
Nevada
$5.78M -$6.5M -45,947 -53%
CA
100
Centerpoint Advisors
Massachusetts
$5.75M -$63.4K -448 -1%