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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
BHWM
176
Bar Harbor Wealth Management
New Hampshire
$1.62M +$645K +5,076 +67%
Luther King Capital Management (LKCM)
177
Luther King Capital Management (LKCM)
Texas
$1.61M
FFA
178
Freedman Financial Associates
Massachusetts
$1.58M -$3.81K -30 -0.2%
FC
179
Financial Consulate
Maryland
$1.58M -$192K -1,514 -11%
AFC
180
AFT Forsyth & Company
Florida
$1.55M +$4.83K +38 +0.3%
SIA
181
Soltis Investment Advisors
Utah
$1.52M +$322K +2,536 +27%
JFA
182
JNBA Financial Advisors
Minnesota
$1.51M -$12.6K -99 -0.8%
CC
183
Courier Capital
New York
$1.51M -$12.5K -98 -0.8%
BOS
184
Bank of Stockton
California
$1.51M +$1.5M +11,784 New
LWP
185
Lumature Wealth Partners
Georgia
$1.5M +$340K +2,673 +30%
William Blair & Company
186
William Blair & Company
Illinois
$1.5M -$204K -1,606 -12%
EWA
187
ERTS Wealth Advisors
Michigan
$1.48M -$228K -1,792 -13%
TNB
188
Thomasville National Bank
Georgia
$1.45M -$1.04M -8,169 -44%
EK
189
Evensky & Katz
Florida
$1.42M -$198K -1,556 -12%
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$1.41M -$29K -228 -2%
IF
191
Ironwood Financial
Arizona
$1.4M +$78.5K +618 +6%
HF
192
HRT Financial
New York
$1.38M -$386K -3,037 -22%
BPB
193
Badgley, Phelps & Bell
Washington
$1.38M -$15K -118 -1%
MWM
194
Maltin Wealth Management
New Jersey
$1.36M -$47.5K -374 -3%
Jane Street
195
Jane Street
New York
$1.32M +$545K +4,291 +72%
HA
196
HYA Advisors
Missouri
$1.31M +$42.6K +335 +3%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$1.31M -$95.4K -751 -7%
PSUF
198
People's United Financial
Connecticut
$1.31M +$98K +771 +8%
SEIA
199
Signature Estate & Investment Advisors
California
$1.31M -$227K -1,783 -15%
IWA
200
Intercontinental Wealth Advisors
Texas
$1.3M -$130K -1,027 -9%