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iShares S&P Small-Cap 600 Growth ETF

721 hedge funds and large institutions have $3.65B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

27% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 261

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$984K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
151
Broadview Financial Management
Wisconsin
$2.79M
AllianceBernstein
152
AllianceBernstein
Tennessee
$2.78M
TRIA
153
Trail Ridge Investment Advisors
Colorado
$2.76M
ABC
154
Associated Banc-Corp
Wisconsin
$2.75M
TPCW
155
TD Private Client Wealth
New York
$2.72M
FAIM
156
Financial Advocates Investment Management
Washington
$2.69M
SAF
157
Smith Anglin Financial
Texas
$2.68M
CCMW
158
Cypress Capital Management (Wyoming)
Wyoming
$2.66M
BF
159
Baring Financial
Washington
$2.61M
MCA
160
MSH Capital Advisors
Arizona
$2.59M
NP
161
NorthRock Partners
Minnesota
$2.54M
SCP
162
Stevens Capital Partners
Nebraska
$2.46M
HF
163
HRT Financial
New York
$2.43M
Kovitz Investment Group Partners
164
Kovitz Investment Group Partners
Illinois
$2.4M
UWPG
165
Ullmann Wealth Partners Group
Florida
$2.35M
GSWM
166
Greenup Street Wealth Management
Michigan
$2.32M
CWM
167
Connecticut Wealth Management
Connecticut
$2.3M
ADL
168
Asset Dedication LLC
California
$2.29M
NFC
169
Northeast Financial Consultants
Connecticut
$2.28M
LKWM
170
Lee-Kelleher Wealth Management
Maryland
$2.27M
TFG
171
Taylor Financial Group
Virginia
$2.27M
HWM
172
HB Wealth Management
Georgia
$2.25M
SG
173
StoneX Group
New York
$2.24M
I
174
InvesTrust
Oklahoma
$2.24M
JWCA
175
J.W. Cole Advisors
Florida
$2.22M