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iShares S&P Small-Cap 600 Growth ETF

721 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 67 funds opening new positions, 190 increasing their positions, 261 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: 261

Holders
721
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
DWMS
201
Dominguez Wealth Management Solutions
Virginia
$1.7M
NFG
202
Nations Financial Group
Iowa
$1.64M
FHB
203
First Hawaiian Bank
Hawaii
$1.64M
PAS
204
Park Avenue Securities
New York
$1.62M
CWM
205
Cranbrook Wealth Management
Michigan
$1.59M
IF
206
Ironwood Financial
Arizona
$1.57M
AFC
207
AFT Forsyth & Company
Florida
$1.57M
SIA
208
Sovereign Investment Advisors
Arizona
$1.54M
USCWA
209
U.S. Capital Wealth Advisors
Texas
$1.47M
Charles Schwab
210
Charles Schwab
California
$1.46M
MCWS
211
McKinley Carter Wealth Services
West Virginia
$1.46M
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$1.45M
UB
213
Umpqua Bank
Oregon
$1.44M
WANY
214
Wealthspire Advisors (New York)
New York
$1.42M
William Blair & Company
215
William Blair & Company
Illinois
$1.42M
RIA
216
Regal Investment Advisors
Michigan
$1.41M
LP
217
LGL Partners
Pennsylvania
$1.41M
AF
218
Allworth Financial
California
$1.4M
MC
219
Moors & Cabot
Massachusetts
$1.4M
BAM
220
Beaumont Asset Management
Texas
$1.39M
RDFA
221
Ritter Daniher Financial Advisory
Ohio
$1.38M
NA
222
NewEdge Advisors
Louisiana
$1.37M
WT
223
Whittier Trust
California
$1.37M
AA
224
Alesco Advisors
New York
$1.36M
EWA
225
EP Wealth Advisors
California
$1.35M