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iShares S&P Small-Cap 600 Growth ETF

723 hedge funds and large institutions have $3.65B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 190 increasing their positions, 262 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

27% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 262

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$984K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Becker Capital Management
Oregon
$1.7M
DWMS
202
Dominguez Wealth Management Solutions
Virginia
$1.7M
NFG
203
Nations Financial Group
Iowa
$1.64M
FHB
204
First Hawaiian Bank
Hawaii
$1.64M
PAS
205
Park Avenue Securities
New York
$1.62M
CWM
206
Cranbrook Wealth Management
Michigan
$1.59M
IF
207
Ironwood Financial
Arizona
$1.57M
AFC
208
AFT Forsyth & Company
Florida
$1.57M
SIA
209
Sovereign Investment Advisors
Arizona
$1.54M
USCWA
210
U.S. Capital Wealth Advisors
Texas
$1.47M
Charles Schwab
211
Charles Schwab
California
$1.46M
MCWS
212
McKinley Carter Wealth Services
West Virginia
$1.46M
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$1.45M
UB
214
Umpqua Bank
Oregon
$1.44M
WANY
215
Wealthspire Advisors (New York)
New York
$1.42M
William Blair & Company
216
William Blair & Company
Illinois
$1.42M
RIA
217
Regal Investment Advisors
Michigan
$1.41M
LP
218
LGL Partners
Pennsylvania
$1.41M
AF
219
Allworth Financial
California
$1.4M
MC
220
Moors & Cabot
Massachusetts
$1.4M
BAM
221
Beaumont Asset Management
Texas
$1.39M
RDFA
222
Ritter Daniher Financial Advisory
Ohio
$1.38M
NA
223
NewEdge Advisors
Louisiana
$1.37M
WT
224
Whittier Trust
California
$1.37M
AA
225
Alesco Advisors
New York
$1.36M