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iShares S&P Small-Cap 600 Growth ETF

728 hedge funds and large institutions have $3.81B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

4% more capital invested

Capital invested by funds: $3.65B → $3.81B (+$161M)

0.59% more ownership

Funds ownership: 60.09%60.68% (+0.59%)

0% less funds holding

Funds holding: 729728 (-1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

17% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 247

Holders
728
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.56%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
60
Increased
204
Reduced
247
Closed
50
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
151
Broadview Financial Management
Wisconsin
$2.77M -$189K -1,370 -7%
DSA
152
Droms Strauss Advisors
Missouri
$2.74M -$1.32M -9,554 -33%
CCMW
153
Cypress Capital Management (Wyoming)
Wyoming
$2.74M -$91.8K -665 -3%
TPCW
154
TD Private Client Wealth
New York
$2.63M -$250K -1,814 -9%
NP
155
NorthRock Partners
Minnesota
$2.63M -$71.9K -521 -3%
SCP
156
Stevens Capital Partners
Nebraska
$2.63M +$29.1K +211 +1%
MCA
157
MSH Capital Advisors
Arizona
$2.59M -$165K -1,193 -6%
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$2.58M +$25.1K +182 +1%
VC
159
Vicus Capital
Pennsylvania
$2.54M -$891K -6,459 -26%
GSWM
160
Greenup Street Wealth Management
Michigan
$2.52M +$49.5K +359 +2%
TFG
161
Taylor Financial Group
Virginia
$2.48M +$71.5K +518 +3%
HWM
162
HB Wealth Management
Georgia
$2.48M +$87.2K +632 +4%
ADL
163
Asset Dedication LLC
California
$2.46M +$22.2K +161 +0.9%
WIA
164
World Investment Advisors
California
$2.43M -$22.4M -162,220 -90%
SG
165
StoneX Group
New York
$2.42M +$37.4K +271 +2%
UWPG
166
Ullmann Wealth Partners Group
Florida
$2.42M -$84.6K -613 -3%
PAS
167
Park Avenue Securities
New York
$2.4M +$665K +4,816 +40%
CWM
168
Connecticut Wealth Management
Connecticut
$2.39M -$51.1K -370 -2%
I
169
InvesTrust
Oklahoma
$2.36M -$14.2K -103 -0.6%
PFA
170
Pathway Financial Advisors
Vermont
$2.32M
LKWM
171
Lee-Kelleher Wealth Management
Maryland
$2.31M -$100K -727 -4%
SIA
172
Soltis Investment Advisors
Utah
$2.31M -$18.5K -134 -0.8%
AWA
173
Arkadios Wealth Advisors
Georgia
$2.3M +$286K +2,071 +15%
JWCA
174
J.W. Cole Advisors
Florida
$2.25M -$105K -759 -5%
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$2.25M +$7.45K +54 +0.3%