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iShares S&P Small-Cap 600 Growth ETF

767 hedge funds and large institutions have $3.94B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 227 increasing their positions, 233 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $254K

128% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 40

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 727767 (+40)

1.9% more ownership

Funds ownership: 60.68%62.58% (+1.9%)

3% more capital invested

Capital invested by funds: $3.81B → $3.94B (+$123M)

3% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 233

Holders
767
Holders Change
+40
Holders Change %
+5.5%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
91
Increased
227
Reduced
233
Closed
40
Calls
$1.33M
Puts
$254K
Net Calls
+$1.07M
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
176
Ullmann Wealth Partners Group
Florida
$2.36M -$27.2K -192 -1%
LKWM
177
Lee-Kelleher Wealth Management
Maryland
$2.33M +$23.4K +165 +1%
SIA
178
Serenity Investment Advisors
Illinois
$2.33M +$2.25M +15,886 New
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$2.27M +$23.9K +169 +1%
SG
180
StoneX Group
New York
$2.25M -$175K -1,236 -7%
MB
181
MidFirst Bank
Oklahoma
$2.22M +$2.22M +15,713 New
JWCA
182
J.W. Cole Advisors
Florida
$2.21M +$52.7K +372 +2%
PA
183
Parallel Advisors
California
$2.19M -$42.7K -302 -2%
AMPWP
184
Alvarez & Marsal Private Wealth Partners
Florida
$2.13M +$2.14M +15,098 New
TIA
185
Tiemann Investment Advisors
California
$2.12M +$105K +740 +5%
FMC
186
First Merchants Corp
Indiana
$2.08M -$93K -657 -4%
DWMS
187
Dominguez Wealth Management Solutions
Virginia
$2.05M +$105K +739 +5%
TNB
188
Thomasville National Bank
Georgia
$2.04M -$13.4K -95 -0.7%
BCI
189
Brinker Capital Investments
Pennsylvania
$2.02M +$1.6M +11,328 +379%
FFA
190
Farther Finance Advisors
California
$2.02M +$1.39M +9,806 +219%
Citigroup
191
Citigroup
New York
$2.01M +$25.1K +177 +1%
NWAG
192
Net Worth Advisory Group
Utah
$1.98M +$1.73M +12,197 +673%
AFTS
193
American Financial & Tax Strategies
New York
$1.96M -$281K -1,986 -13%
CHC
194
City Holding Co
West Virginia
$1.96M +$34K +240 +2%
CSF
195
Capital Squared Financial
Maryland
$1.96M +$362K +2,556 +23%
BP
196
Ballentine Partners
Massachusetts
$1.94M
SCG
197
Sonata Capital Group
Washington
$1.94M +$17.6K +124 +0.9%
OIA
198
OneDigital Investment Advisors
Kansas
$1.91M +$37.5K +265 +2%
WLIM
199
White Lighthouse Investment Management
Massachusetts
$1.81M -$2.27K -16 -0.1%
BCM
200
Becker Capital Management
Oregon
$1.81M