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iShares S&P Small-Cap 600 Growth ETF

591 hedge funds and large institutions have $3.48B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 211 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $836K | Put options by funds: $205K

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$506M)

7% more funds holding

Funds holding: 553591 (+38)

0.87% less ownership

Funds ownership: 56.74%55.87% (-0.87%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 211

Holders
591
Holders Change
+38
Holders Change %
+6.87%
% of All Funds
10.38%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
78
Increased
159
Reduced
211
Closed
34
Calls
$836K
Puts
$205K
Net Calls
+$631K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
126
TD Ameritrade Investment Management
Nebraska
$3.08M
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$3.05M -$342K -2,690 -10%
OC
128
Oarsman Capital
Wisconsin
$3.02M +$102K +801 +4%
PPW
129
Parcion Private Wealth
Washington
$3.02M -$573K -4,508 -16%
NNP
130
Nachman Norwood & Parrott
South Carolina
$2.96M -$7.37K -58 -0.3%
CAN
131
Cetera Advisor Networks
California
$2.96M -$2.26M -17,826 -44%
SI
132
Stephens Inc
Arkansas
$2.87M +$1.68M +13,213 +145%
FHA
133
First Horizon Advisors
Tennessee
$2.84M -$102K -801 -3%
GW
134
GW & Wade
Massachusetts
$2.83M +$1.8M +14,163 +179%
MCC
135
Money Concepts Capital
Florida
$2.8M -$66.1K -520 -2%
EH
136
Equitable Holdings
New York
$2.72M -$194K -1,527 -7%
BFM
137
Broadview Financial Management
Wisconsin
$2.72M -$369K -2,902 -12%
PA
138
PSI Advisors
Florida
$2.64M -$1.82M -14,319 -41%
CI
139
Conning Inc
Connecticut
$2.61M
MSAM
140
Moloney Securities Asset Management
Missouri
$2.49M +$2.47M +19,425 New
WP
141
WealthSource Partners
California
$2.38M -$51.7K -407 -2%
CAL
142
Capital Analysts LLC
Pennsylvania
$2.34M +$1.46M +11,504 +171%
TIA
143
Tiemann Investment Advisors
California
$2.32M -$84.7K -667 -4%
UWPG
144
Ullmann Wealth Partners Group
Florida
$2.31M -$26.6K -209 -1%
CA
145
Cetera Advisors
Colorado
$2.3M -$284K -2,234 -11%
FAIM
146
Financial Advocates Investment Management
Washington
$2.29M -$198K -1,560 -8%
SAG
147
Spotlight Asset Group
Illinois
$2.23M +$2.21M +17,385 New
AWA
148
Arete Wealth Advisors
Illinois
$2.18M +$521K +4,103 +32%
FTUS
149
Flow Traders U.S.
New York
$2.17M +$626K +4,925 +41%
PFA
150
Pathway Financial Advisors
Vermont
$2.12M +$73.2K +576 +4%