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iShares S&P Small-Cap 600 Growth ETF

598 hedge funds and large institutions have $3.66B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $531K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

13.75% more ownership

Funds ownership: 55.87%69.63% (+14%)

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$182M)

1% more funds holding

Funds holding: 591598 (+7)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
598
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.41%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.33%
New
48
Increased
180
Reduced
199
Closed
30
Calls
$1.55M
Puts
$531K
Net Calls
+$1.02M
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$399M -$12.4M -94,915 -3%
Wells Fargo
2
Wells Fargo
California
$321M +$5.09M +39,094 +2%
Bank of America
3
Bank of America
North Carolina
$249M -$9.06M -69,609 -4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$186M +$2.19M +16,859 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$134M -$6.54M -50,229 -5%
UBS Group
6
UBS Group
Switzerland
$124M -$1.59M -12,253 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$107M -$7.67M -58,935 -7%
LPL Financial
8
LPL Financial
California
$105M +$4.44M +34,077 +5%
M&T Bank
9
M&T Bank
New York
$104M -$5.37M -41,252 -5%
UCFA
10
United Capital Financial Advisors
Texas
$91.8M -$6.43M -49,434 -7%
GT
11
Glenmede Trust
Pennsylvania
$62M -$1.71M -13,160 -3%
Ameriprise
12
Ameriprise
Minnesota
$55.4M +$2.95M +22,703 +6%
BFG
13
Barber Financial Group
Kansas
$52.3M +$2.67M +20,515 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$49.4M +$3.66M +28,085 +8%
KFS
15
Kelly Financial Services
Massachusetts
$47.3M +$811M +6,229,671 +13,299%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$45.4M +$625K +4,805 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$40.5M +$247K +1,896 +0.6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$38.8M +$2.02M +15,527 +6%
AAP
19
Arax Advisory Partners
Colorado
$35.6M +$35M +268,745 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$33M -$1.15M -8,831 -3%
BCM
21
Brookstone Capital Management
Illinois
$28M +$1.88M +14,450 +7%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$27.3M +$1.4M +10,724 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$26.8M -$1.63M -12,486 -6%
SFI
24
SPC Financial Inc
Maryland
$26.4M -$2.82M -21,684 -10%
Truist Financial
25
Truist Financial
North Carolina
$24.4M -$2.44M -18,729 -9%