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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
APA
101
American Portfolios Advisors
New York
$5.09M +$85K +653 +2%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$5.05M -$905K -6,954 -15%
FHB
103
First Hawaiian Bank
Hawaii
$5.02M -$296K -2,274 -6%
DBIA
104
Dumont & Blake Investment Advisors
New Jersey
$4.93M +$66.8K +513 +1%
SI
105
Stephens Inc
Arkansas
$4.9M +$1.9M +14,633 +65%
CCC
106
Crescent Capital Consulting
Louisiana
$4.79M -$1.16M -8,928 -20%
NP
107
NorthRock Partners
Minnesota
$4.7M -$347K -2,666 -7%
GT
108
Greenleaf Trust
Michigan
$4.63M -$60.3K -463 -1%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$4.52M -$3.35M -25,721 -43%
SS
110
Sunbelt Securities
Texas
$4.48M +$27.3K +210 +0.6%
GPA
111
Guidance Point Advisors
Massachusetts
$4.46M +$3.38K +26 +0.1%
TFA
112
Tobias Financial Advisors
Florida
$4.37M +$247K +1,895 +6%
FCFC
113
First Citizens Financial Corp
Iowa
$4.28M -$1.95K -15 -0%
MGIA
114
Moneta Group Investment Advisors
Missouri
$4.25M -$70K -538 -2%
KAS
115
Kestra Advisory Services
Texas
$4.08M -$129K -994 -3%
HAC
116
Harbor Advisory Corp
New Hampshire
$4.05M +$43.5K +334 +1%
TAIM
117
TD Ameritrade Investment Management
Nebraska
$3.98M +$393K +3,022 +11%
AAS
118
Avantax Advisory Services
Texas
$3.84M +$597K +4,590 +19%
IWA
119
IBEX Wealth Advisors
New Jersey
$3.82M -$117K -898 -3%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$3.78M +$57K +438 +2%
AWP
121
Accretive Wealth Partners
New Jersey
$3.78M +$547K +4,204 +17%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$3.75M +$213K +1,634 +6%
JWCA
123
J.W. Cole Advisors
Florida
$3.72M +$9.63K +74 +0.3%
NCM
124
Neumann Capital Management
California
$3.66M -$1.95K -15 -0.1%
HNB
125
Huntington National Bank
Ohio
$3.61M +$284K +2,183 New