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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
CAL
151
Capital Analysts LLC
Pennsylvania
$2.26M -$150K -1,152 -6%
FAIM
152
Financial Advocates Investment Management
Washington
$2.25M -$113K -869 -5%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$2.13M +$1.69M +13,013 +425%
SWP
154
Stratos Wealth Partners
Ohio
$2.11M -$5.6K -43 -0.3%
PFT
155
Providence First Trust
Arizona
$2.09M -$5.21K -40 -0.3%
PFG
156
Pacific Financial Group
Washington
$2.03M +$73.9K +568 +4%
CWM
157
Cranbrook Wealth Management
Michigan
$1.99M -$33.8K -260 -2%
WLIM
158
White Lighthouse Investment Management
Massachusetts
$1.98M +$22.1K +170 +1%
NFG
159
Nations Financial Group
Iowa
$1.98M +$6.12K +47 +0.3%
WT
160
Whittier Trust
California
$1.97M -$40K -307 -2%
AWA
161
Arkadios Wealth Advisors
Georgia
$1.95M +$221K +1,698 +13%
NOI
162
Newton One Investments
Delaware
$1.94M +$124K +953 +7%
TFF
163
The Family Firm
Maryland
$1.94M +$4.29K +33 +0.2%
SIA
164
Soltis Investment Advisors
Utah
$1.9M +$320K +2,462 +21%
AA
165
Alesco Advisors
New York
$1.88M
CA
166
Calton & Associates
Florida
$1.86M +$905K +6,955 +99%
PFS
167
Prospera Financial Services
Texas
$1.82M +$1.24M +9,503 +223%
PA
168
Parallel Advisors
California
$1.8M -$12.4K -95 -0.7%
BP
169
Ballentine Partners
Massachusetts
$1.8M
CAG
170
Crestwood Advisors Group
Massachusetts
$1.79M -$128K -982 -7%
AF
171
Advisornet Financial
Minnesota
$1.77M +$18.9K +145 +1%
TA
172
TruWealth Advisors
Louisiana
$1.77M +$45K +346 +3%
EDRIA
173
Edmonds Duncan Registered Investment Advisors
Kansas
$1.76M +$1.95K +15 +0.1%
RB
174
Renasant Bank
Mississippi
$1.74M -$43K -330 -2%
SIA
175
Sovereign Investment Advisors
Arizona
$1.72M +$3.25K +25 +0.2%