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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
SWMP
176
Signature Wealth Management Partners
New Jersey
$1.7M -$57K -438 -3%
LWP
177
Lumature Wealth Partners
Georgia
$1.68M +$121K +926 +8%
Luther King Capital Management (LKCM)
178
Luther King Capital Management (LKCM)
Texas
$1.67M
FFA
179
Freedman Financial Associates
Massachusetts
$1.64M
FC
180
Financial Consulate
Maryland
$1.62M -$17.3K -133 -1%
PAG
181
Private Advisory Group
Washington
$1.62M -$91.2K -701 -5%
AFC
182
AFT Forsyth & Company
Florida
$1.6M +$130 +1 +0%
FHC
183
First Heartland Consultants
Missouri
$1.6M +$513K +3,943 +49%
CC
184
Courier Capital
New York
$1.6M +$29.7K +228 +2%
BHWM
185
Bar Harbor Wealth Management
New Hampshire
$1.59M -$84.2K -647 -5%
IF
186
Ironwood Financial
Arizona
$1.58M +$123K +943 +9%
JFA
187
JNBA Financial Advisors
Minnesota
$1.57M -$1.04K -8 -0.1%
BOS
188
Bank of Stockton
California
$1.56M +$1.95K +15 +0.1%
KM
189
Kalos Management
Georgia
$1.54M +$547K +4,201 +57%
William Blair & Company
190
William Blair & Company
Illinois
$1.52M -$31.5K -242 -2%
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$1.46M -$4.04K -31 -0.3%
MWM
192
Maltin Wealth Management
New Jersey
$1.45M +$44K +338 +3%
Renaissance Technologies
193
Renaissance Technologies
New York
$1.42M -$584K -4,486 -30%
SC
194
Slow Capital
California
$1.42M +$425K +3,266 +44%
PSUF
195
People's United Financial
Connecticut
$1.41M +$52.1K +400 +4%
EK
196
Evensky & Katz
Florida
$1.4M -$64.7K -497 -4%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$1.37M +$8.85K +68 +0.7%
HA
198
HYA Advisors
Missouri
$1.36M +$5.34K +41 +0.4%
SEIA
199
Signature Estate & Investment Advisors
California
$1.36M +$6.9K +53 +0.5%
CI
200
Conning Inc
Connecticut
$1.33M -$1.35M -10,340 -51%