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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
Morgan Stanley
1
Morgan Stanley
New York
$450M -$15.7M -114,076 -3%
Bank of America
2
Bank of America
North Carolina
$286M +$381K +2,758 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M +$2.81M +20,364 +1%
Wells Fargo
4
Wells Fargo
California
$158M -$602K -4,359 -0.4%
UBS Group
5
UBS Group
Switzerland
$151M +$850K +6,157 +0.6%
LPL Financial
6
LPL Financial
California
$135M +$9.59M +69,473 +8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$127M -$2.97M -21,526 -2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$116M +$1.04M +7,540 +0.9%
M&T Bank
9
M&T Bank
New York
$77.9M +$18.1M +130,915 +31%
Brown Advisory
10
Brown Advisory
Maryland
$75.9M +$9M +65,219 +14%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$66.8M -$3.78M -27,421 -5%
Raymond James Financial
12
Raymond James Financial
Florida
$65.1M +$13.6M +98,568 +27%
JP Morgan Chase
13
JP Morgan Chase
New York
$58.4M -$274K -1,984 -0.5%
HighTower Advisors
14
HighTower Advisors
Illinois
$51.5M +$2.66M +19,237 +6%
GIM
15
Glenmede Investment Management
Pennsylvania
$49.7M -$617K -4,473 -1%
Ameriprise
16
Ameriprise
Minnesota
$49.3M -$13.1M -94,919 -21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$40.1M -$747K -5,411 -2%
Cerity Partners
18
Cerity Partners
New York
$39.9M -$2.33M -16,904 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$38.1M -$14.1M -101,912 -27%
BFA
20
Beaumont Financial Advisors
Massachusetts
$33.3M +$397K +2,880 +1%
MGIA
21
Moneta Group Investment Advisors
Missouri
$32.2M +$1.03M +7,430 +3%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$28.8M +$1.85M +13,399 +7%
SFI
23
SPC Financial Inc
Maryland
$28.2M -$160K -1,158 -0.6%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$26.6M +$118K +858 +0.5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$25.6M -$241K -1,746 -1%