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iShares S&P Small-Cap 600 Growth ETF

655 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $306K

154% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 46

10% more funds holding

Funds holding: 593655 (+62)

2% more capital invested

Capital invested by funds: $3.53B → $3.59B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.45% less ownership

Funds ownership: 57.19%56.74% (-0.45%)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 189

Holders
655
Holders Change
+62
Holders Change %
+10.46%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
117
Increased
171
Reduced
189
Closed
46
Calls
$1.72M
Puts
$306K
Net Calls
+$1.41M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
201
Carl P. Sherr & Co
Massachusetts
$1.35M +$672K +4,937 +104%
PIMG
202
Patriot Investment Management Group
Tennessee
$1.34M -$12.1K -89 -0.9%
IWA
203
Intercontinental Wealth Advisors
Texas
$1.34M -$2.72K -20 -0.2%
PSUF
204
People's United Financial
Connecticut
$1.33M -$171K -1,259 -12%
BPWM
205
Badgley Phelps Wealth Managers
Washington
$1.32M
HR
206
Hayden Royal
North Carolina
$1.31M +$24.1K +177 +2%
WH
207
Willner & Heller
California
$1.28M +$1.34M +9,865 New
CI
208
Conning Inc
Connecticut
$1.27M -$123K -905 -9%
SI
209
Stephens Inc
Arkansas
$1.26M -$215K -1,579 -15%
PA
210
Pinnacle Associates
New York
$1.26M +$3.4K +25 +0.3%
HA
211
HYA Advisors
Missouri
$1.26M -$82.1K -603 -6%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$1.25M -$41.3K -303 -3%
ADL
213
Asset Dedication LLC
California
$1.22M -$39.6K -291 -3%
SCG
214
Sonata Capital Group
Washington
$1.19M +$2.45K +18 +0.2%
MWM
215
Modera Wealth Management
New Jersey
$1.18M -$52.8K -388 -4%
BHWM
216
Bar Harbor Wealth Management
New Hampshire
$1.16M -$294K -2,162 -20%
EWA
217
ERTS Wealth Advisors
Michigan
$1.15M -$67.3K -494 -6%
ATPW
218
Ashton Thomas Private Wealth
Arizona
$1.15M +$223K +1,637 +25%
CHC
219
City Holding Co
West Virginia
$1.13M +$17K +125 +1%
PWP
220
Personal Wealth Partners
Minnesota
$1.11M -$186K -1,364 -15%
FMN
221
Financial Management Network
California
$1.07M +$136 +1 +0%
RIA
222
Regal Investment Advisors
Michigan
$1.05M +$30.1K +221 +3%
WB
223
WesBanco Bank
West Virginia
$1.02M +$1.5K +11 +0.2%
ASN
224
Advisory Services Network
Georgia
$1.01M +$80.3K +590 +9%
CS
225
Capital Square
Tennessee
$997K