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iShares S&P Small-Cap 600 Growth ETF

475 hedge funds and large institutions have $2.27B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

3% more funds holding

Funds holding: 463475 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4.96% less ownership

Funds ownership: 116.02%111.06% (-5%)

7% less capital invested

Capital invested by funds: $2.45B → $2.27B (-$179M)

13% less call options, than puts

Call options by funds: $344K | Put options by funds: $397K

40% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 184

Holders
475
Holders Change
+12
Holders Change %
+2.59%
% of All Funds
9.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
54
Increased
111
Reduced
184
Closed
36
Calls
$344K
Puts
$397K
Net Calls
-$53K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Commerce Bank
Missouri
$576K -$66.5K -744 -10%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$576K
VCS
203
Vaughan & Co Securities
New Jersey
$565K -$10.4K -116 -2%
JIC
204
Joel Isaacson & Co
New York
$565K
MBT
205
Montecito Bank & Trust
California
$565K
ASN
206
Advisory Services Network
Georgia
$562K -$223K -2,492 -28%
SCP
207
Syntal Capital Partners
Texas
$556K +$353K +3,942 +166%
CAL
208
Capital Analysts LLC
Pennsylvania
$548K -$5.37K -60 -1%
APWM
209
Atlas Private Wealth Management
New York
$539K +$151K +1,684 +38%
CA
210
Calton & Associates
Florida
$537K -$14K -156 -2%
WFA
211
Wellspring Financial Advisors
Ohio
$532K +$1.25K +14 +0.2%
ATPW
212
Ashton Thomas Private Wealth
Arizona
$531K +$2.33K +26 +0.4%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$524K -$1.58M -17,630 -76%
NWS
214
Newport Wealth Strategies
California
$523K
KFI
215
Key Financial Inc
Pennsylvania
$521K -$5.72K -64 -1%
EIP
216
Ellis Investment Partners
Pennsylvania
$521K -$2.33K -26 -0.4%
CPO
217
Cerity Partners OCIO
New York
$516K +$179 +2 +0%
SWPG
218
Strategic Wealth Partners Group
Illinois
$507K +$8.59K +96 +2%
FCI
219
Financial Counselors Inc
Kansas
$500K
SIC
220
Shoker Investment Counsel
Ohio
$491K +$537 +6 +0.1%
CFD
221
Creative Financial Designs
Indiana
$490K -$1.25K -14 -0.3%
SW
222
SVB Wealth
Massachusetts
$482K -$44.2K -494 -8%
FNBOO
223
First National Bank of Omaha
Nebraska
$482K +$14.7K +164 +3%
IWM
224
IHT Wealth Management
Illinois
$480K -$12.2K -136 -2%
CWAG
225
Compton Wealth Advisory Group
Virginia
$476K -$2.14M -23,978 -82%