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iShares S&P Small-Cap 600 Growth ETF

728 hedge funds and large institutions have $3.81B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

4% more capital invested

Capital invested by funds: $3.65B → $3.81B (+$161M)

0.59% more ownership

Funds ownership: 60.09%60.68% (+0.59%)

0% less funds holding

Funds holding: 729728 (-1)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

17% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 247

Holders
728
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.56%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
60
Increased
204
Reduced
247
Closed
50
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
201
AFT Forsyth & Company
Florida
$1.67M +$828 +6 +0.1%
UB
202
Umpqua Bank
Oregon
$1.65M +$128K +929 +9%
RIA
203
Regal Investment Advisors
Michigan
$1.65M +$141K +1,019 +10%
SIA
204
Sovereign Investment Advisors
Arizona
$1.64M +$3.45K +25 +0.2%
NFG
205
Nations Financial Group
Iowa
$1.63M -$117K -847 -7%
MWM
206
Modera Wealth Management
New Jersey
$1.61M -$351K -2,540 -18%
CSF
207
Capital Squared Financial
Maryland
$1.6M +$13K +94 +0.8%
Jane Street
208
Jane Street
New York
$1.6M +$1.56M +11,276 New
VAS
209
Vestmark Advisory Solutions
Massachusetts
$1.57M +$1.17M +8,490 +322%
MC
210
Moors & Cabot
Massachusetts
$1.54M +$50K +362 +3%
AF
211
Allworth Financial
California
$1.52M +$30.2K +219 +2%
WB
212
WesBanco Bank
West Virginia
$1.52M +$176K +1,276 +13%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$1.5M -$36.6K -265 -2%
LP
214
LGL Partners
Pennsylvania
$1.49M +$3.17K +23 +0.2%
William Blair & Company
215
William Blair & Company
Illinois
$1.48M -$22.9K -166 -2%
WT
216
Whittier Trust
California
$1.47M +$414 +3 +0%
BAM
217
Beaumont Asset Management
Texas
$1.45M -$29.4K -213 -2%
AA
218
Alesco Advisors
New York
$1.45M
AQR Capital Management
219
AQR Capital Management
Connecticut
$1.45M +$1.07M +7,717 +309%
WTC
220
WhitTier Trust Company
Nevada
$1.42M
Charles Schwab
221
Charles Schwab
California
$1.42M -$136K -983 -9%
RDFA
222
Ritter Daniher Financial Advisory
Ohio
$1.36M -$104K -757 -7%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$1.34M +$681K +4,936 +109%
MCWS
224
McKinley Carter Wealth Services
West Virginia
$1.31M -$234K -1,692 -15%
BCM
225
Brookstone Capital Management
Illinois
$1.3M -$60K -435 -5%