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iShares S&P Small-Cap 600 Growth ETF

655 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 171 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $306K

154% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 46

10% more funds holding

Funds holding: 593655 (+62)

2% more capital invested

Capital invested by funds: $3.53B → $3.59B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.45% less ownership

Funds ownership: 57.19%56.74% (-0.45%)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 189

Holders
655
Holders Change
+62
Holders Change %
+10.46%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
117
Increased
171
Reduced
189
Closed
46
Calls
$1.72M
Puts
$306K
Net Calls
+$1.41M
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$430M -$71.5M -525,176 -15%
Wells Fargo
2
Wells Fargo
California
$305M -$11.6M -85,506 -4%
Bank of America
3
Bank of America
North Carolina
$277M +$1.09M +8,041 +0.4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$206M +$7.33M +53,811 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$136M -$1.98M -14,514 -1%
UBS Group
6
UBS Group
Switzerland
$135M -$3.85M -28,311 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$132M +$14.9M +109,695 +13%
LPL Financial
8
LPL Financial
California
$107M -$4.93M -36,183 -5%
M&T Bank
9
M&T Bank
New York
$98.9M -$7.71M -56,659 -7%
UCFA
10
United Capital Financial Advisors
Texas
$92.2M -$1.97M -14,493 -2%
GT
11
Glenmede Trust
Pennsylvania
$65M +$932K +6,843 +1%
Ameriprise
12
Ameriprise
Minnesota
$54.5M +$251K +1,845 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$43M -$4.94M -36,256 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$41.5M -$183K -1,344 -0.4%
AAP
15
Arax Advisory Partners
Colorado
$40.3M +$1.12M +8,210 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$39.6M -$7.01M -51,495 -15%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$36.6M +$2.13M +15,632 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$34.2M +$8.99M +66,024 +37%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$29.9M +$533K +3,913 +2%
SFI
20
SPC Financial Inc
Maryland
$26.4M +$138K +1,013 +0.5%
Stifel Financial
21
Stifel Financial
Missouri
$26.2M -$214K -1,570 -0.8%
MML Investors Services
22
MML Investors Services
Massachusetts
$26.2M +$1.06M +7,800 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$25.3M +$516K +3,789 +2%
OCM
24
One Capital Management
California
$25.2M +$218K +1,603 +0.9%
Truist Financial
25
Truist Financial
North Carolina
$24.9M -$158K -1,160 -0.6%