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iShares S&P Small-Cap 600 Growth ETF

591 hedge funds and large institutions have $3.48B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 159 increasing their positions, 211 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $836K | Put options by funds: $205K

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

17% more capital invested

Capital invested by funds: $2.97B → $3.48B (+$506M)

7% more funds holding

Funds holding: 553591 (+38)

0.87% less ownership

Funds ownership: 56.74%55.87% (-0.87%)

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 211

Holders
591
Holders Change
+38
Holders Change %
+6.87%
% of All Funds
10.38%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
78
Increased
159
Reduced
211
Closed
34
Calls
$836K
Puts
$205K
Net Calls
+$631K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$397M +$6.13M +48,267 +2%
Wells Fargo
2
Wells Fargo
California
$306M +$47.5M +373,940 +19%
Bank of America
3
Bank of America
North Carolina
$250M +$7.33M +57,667 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$178M -$3.63M -28,599 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$136M -$4.3M -33,856 -3%
UBS Group
6
UBS Group
Switzerland
$122M +$369K +2,905 +0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$111M -$7.51M -59,122 -6%
M&T Bank
8
M&T Bank
New York
$106M -$47M -370,232 -31%
LPL Financial
9
LPL Financial
California
$96.9M +$16M +126,151 +20%
UCFA
10
United Capital Financial Advisors
Texas
$95.1M -$3.51M -27,613 -4%
GT
11
Glenmede Trust
Pennsylvania
$61.6M -$979K -7,702 -2%
Ameriprise
12
Ameriprise
Minnesota
$50.8M -$7.52M -59,202 -13%
BFG
13
Barber Financial Group
Kansas
$47.9M +$47.5M +373,799 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$44.2M +$2.36M +18,586 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$43.3M +$7.42M +58,424 +21%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$38.9M -$270K -2,127 -0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$35.5M +$20.8M +163,571 +144%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$33.1M -$1.58M -12,460 -5%
SFI
19
SPC Financial Inc
Maryland
$28.3M -$371K -2,917 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$27.5M -$202K -1,587 -0.7%
Truist Financial
21
Truist Financial
North Carolina
$26M -$370K -2,909 -1%
BCM
22
Brookstone Capital Management
Illinois
$25.8M +$13.8M +108,355 +117%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$25M +$239K +1,884 +1%
Osaic Holdings
24
Osaic Holdings
Arizona
$22.8M +$8.24M +64,842 +57%
HighTower Advisors
25
HighTower Advisors
Illinois
$22.8M -$3.38M -26,600 -13%