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iShares S&P Small-Cap 600 Growth ETF

553 hedge funds and large institutions have $2.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

31% more capital invested

Capital invested by funds: $2.27B → $2.97B (+$706M)

16% more funds holding

Funds holding: 475553 (+78)

30% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 188

54.32% less ownership

Funds ownership: 111.06%56.74% (-54%)

Holders
553
Holders Change
+78
Holders Change %
+16.42%
% of All Funds
9.79%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
108
Increased
132
Reduced
188
Closed
19
Calls
$909K
Puts
Net Calls
+$909K
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$348M +$12.6M +123,292 +4%
Wells Fargo
2
Wells Fargo
California
$229M +$6.54M +64,136 +3%
Bank of America
3
Bank of America
North Carolina
$216M -$10M -98,521 -5%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$162M +$2.12M +20,780 +1%
M&T Bank
5
M&T Bank
New York
$137M -$1.28M -12,553 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$125M -$14.8M -145,595 -12%
UBS Group
7
UBS Group
Switzerland
$108M +$3.18M +31,198 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$105M -$3.67M -36,000 -4%
Stifel Financial
9
Stifel Financial
Missouri
$89.4M +$21.4M +210,394 +37%
UCFA
10
United Capital Financial Advisors
Texas
$87.8M -$13.8M -135,300 -15%
LPL Financial
11
LPL Financial
California
$71.9M +$1.98M +19,438 +3%
GT
12
Glenmede Trust
Pennsylvania
$55.8M +$1.52M +14,952 +3%
Ameriprise
13
Ameriprise
Minnesota
$51.8M +$2.36M +23,126 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$37.2M +$6.55M +64,233 +25%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$34.9M -$2.33M -22,865 -7%
BFA
16
Beaumont Financial Advisors
Massachusetts
$32.1M -$3.19M -31,301 -10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$31.9M +$2.23M +21,886 +9%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$30.9M +$763K +7,490 +3%
SFI
19
SPC Financial Inc
Maryland
$25.5M -$174K -1,703 -0.8%
IEFM
20
IQ EQ Fund Management
Ireland
$24.9M +$34M +334,106 New
JP Morgan Chase
21
JP Morgan Chase
New York
$24.7M -$1.19M -11,653 -5%
Truist Financial
22
Truist Financial
North Carolina
$23.5M -$2.25M -22,116 -10%
HighTower Advisors
23
HighTower Advisors
Illinois
$23.3M +$4.95M +48,618 +31%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$22.1M +$204K +2,003 +1%
OCM
25
One Capital Management
California
$20.5M +$81.1K +796 +0.4%