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iShares S&P Small-Cap 600 Growth ETF

684 hedge funds and large institutions have $3.39B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $308K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

1% more funds holding

Funds holding: 679684 (+5)

0.69% more ownership

Funds ownership: 57.74%58.44% (+0.69%)

1% less capital invested

Capital invested by funds: $3.41B → $3.39B (-$22.9M)

1% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 210

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
684
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.88%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
55
Increased
207
Reduced
210
Closed
39
Calls
$1.46M
Puts
$308K
Net Calls
+$1.16M
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
201
McKinley Carter Wealth Services
West Virginia
$1.62M -$28K -219 -2%
CWM
202
Cranbrook Wealth Management
Michigan
$1.61M +$256 +2 +0%
HH
203
Hilltop Holdings
Texas
$1.58M -$1.12M -8,763 -42%
AFC
204
AFT Forsyth & Company
Florida
$1.51M +$1.02K +8 +0.1%
DWMS
205
Dominguez Wealth Management Solutions
Virginia
$1.5M +$114K +894 +8%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$1.46M +$16.5K +129 +1%
William Blair & Company
207
William Blair & Company
Illinois
$1.43M -$149K -1,166 -9%
SIA
208
Sovereign Investment Advisors
Arizona
$1.43M -$2.56K -20 -0.2%
RA
209
Ruggaard & Associates
Ohio
$1.42M
ASN
210
Advisory Services Network
Georgia
$1.42M +$24.2K +189 +2%
EWA
211
Exencial Wealth Advisors
Oklahoma
$1.42M +$602K +4,704 +74%
BAM
212
Beaumont Asset Management
Texas
$1.42M +$512 +4 +0%
PPC
213
Park Place Capital
Alabama
$1.41M -$128K -1,000 -8%
CI
214
Conning Inc
Connecticut
$1.37M
SI
215
Stephens Inc
Arkansas
$1.36M +$32.5K +254 +2%
AA
216
Alesco Advisors
New York
$1.35M -$32K -250 -2%
TRCT
217
Tower Research Capital (TRC)
New York
$1.34M -$2.35M -18,388 -64%
WT
218
Whittier Trust
California
$1.34M +$256 +2 +0%
RIA
219
Regal Investment Advisors
Michigan
$1.34M +$37.1K +290 +3%
RDFA
220
Ritter Daniher Financial Advisory
Ohio
$1.3M
EK
221
Evensky & Katz
Florida
$1.3M +$2.17K +17 +0.2%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$88.1K +689 +7%
Brown Advisory
223
Brown Advisory
Maryland
$1.29M +$2.69K +21 +0.2%
FIA
224
Foundations Investment Advisors
Arizona
$1.27M +$1.02M +7,944 +402%
WANY
225
Wealthspire Advisors (New York)
New York
$1.27M -$1.41K -11 -0.1%