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iShares S&P Small-Cap 600 Growth ETF

684 hedge funds and large institutions have $3.39B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $308K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

1% more funds holding

Funds holding: 679684 (+5)

0.69% more ownership

Funds ownership: 57.74%58.44% (+0.69%)

1% less capital invested

Capital invested by funds: $3.41B → $3.39B (-$22.9M)

1% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 210

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
684
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.88%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
55
Increased
207
Reduced
210
Closed
39
Calls
$1.46M
Puts
$308K
Net Calls
+$1.16M
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
151
Associated Banc-Corp
Wisconsin
$2.76M +$106K +825 +4%
RC
152
Rovin Capital
Arizona
$2.71M +$1.29M +10,048 +91%
BFM
153
Broadview Financial Management
Wisconsin
$2.71M -$33.3K -260 -1%
FFP
154
Forbes Financial Planning
Rhode Island
$2.62M -$101K -788 -4%
AllianceBernstein
155
AllianceBernstein
Tennessee
$2.57M -$761K -5,947 -23%
NFC
156
Northeast Financial Consultants
Connecticut
$2.57M -$107K -835 -4%
LFG
157
Larson Financial Group
Missouri
$2.56M -$57.6K -450 -2%
TRIA
158
Trail Ridge Investment Advisors
Colorado
$2.52M -$48.7K -381 -2%
QWP
159
Quotient Wealth Partners
Texas
$2.51M -$136K -1,064 -5%
OC
160
Oarsman Capital
Wisconsin
$2.43M -$166K -1,298 -6%
IWC
161
Integrated Wealth Concepts
Massachusetts
$2.43M +$128K +1,001 +6%
NFG
162
Nations Financial Group
Iowa
$2.43M -$55.1K -431 -2%
CAG
163
Crestwood Advisors Group
Massachusetts
$2.38M +$57.2K +447 +2%
PA
164
PSI Advisors
Florida
$2.38M -$290K -2,266 -11%
FHB
165
First Hawaiian Bank
Hawaii
$2.32M -$1.04M -8,159 -31%
HNB
166
Huntington National Bank
Ohio
$2.3M
VFG
167
Victory Financial Group
Texas
$2.29M -$75.2K -588 -3%
CWM
168
Connecticut Wealth Management
Connecticut
$2.26M
AFTS
169
American Financial & Tax Strategies
New York
$2.22M -$50K -391 -2%
PFA
170
Pathway Financial Advisors
Vermont
$2.21M
ADL
171
Asset Dedication LLC
California
$2.2M -$6.78K -53 -0.3%
PFG
172
Pacific Financial Group
Washington
$2.2M -$70.5K -551 -3%
Kovitz Investment Group Partners
173
Kovitz Investment Group Partners
Illinois
$2.2M +$2.19M +17,115 New
MCA
174
MSH Capital Advisors
Arizona
$2.19M +$31.3K +245 +1%
GRP
175
Global Retirement Partners
California
$2.19M +$317K +2,477 +17%