We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

767 hedge funds and large institutions have $3.94B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 227 increasing their positions, 233 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $254K

128% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 40

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 727767 (+40)

1.9% more ownership

Funds ownership: 60.68%62.58% (+1.9%)

3% more capital invested

Capital invested by funds: $3.81B → $3.94B (+$123M)

3% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 233

Holders
767
Holders Change
+40
Holders Change %
+5.5%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
91
Increased
227
Reduced
233
Closed
40
Calls
$1.33M
Puts
$254K
Net Calls
+$1.07M
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$437M -$11.7M -82,613 -3%
Bank of America
2
Bank of America
North Carolina
$286M +$680K +4,801 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$240M +$15.8M +111,896 +7%
Wells Fargo
4
Wells Fargo
California
$153M -$4.08M -28,853 -3%
UBS Group
5
UBS Group
Switzerland
$149M -$2.11M -14,918 -1%
LPL Financial
6
LPL Financial
California
$135M +$699K +4,940 +0.5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$125M -$2.17M -15,354 -2%
Brown Advisory
8
Brown Advisory
Maryland
$118M +$42.4M +299,807 +56%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$118M +$2.09M +14,797 +2%
M&T Bank
10
M&T Bank
New York
$75.7M -$1.97M -13,904 -3%
Raymond James Financial
11
Raymond James Financial
Florida
$66.4M +$1.39M +9,849 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$66.2M -$385K -2,723 -0.6%
JP Morgan Chase
13
JP Morgan Chase
New York
$59.6M +$1.38M +9,717 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$52M +$647K +4,571 +1%
GT
15
Glenmede Trust
Pennsylvania
$49.9M +$50M +353,595 New
Ameriprise
16
Ameriprise
Minnesota
$47.7M -$1.52M -10,744 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$46.1M +$8.05M +56,892 +21%
Cerity Partners
18
Cerity Partners
New York
$39M -$837K -5,911 -2%
Corient Private Wealth
19
Corient Private Wealth
Florida
$34.9M +$28.1M +198,683 +407%
BFA
20
Beaumont Financial Advisors
Massachusetts
$34.7M +$1.53M +10,779 +5%
MGIA
21
Moneta Group Investment Advisors
Missouri
$32.1M -$16.1K -114 -0.1%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$30.6M +$1.75M +12,336 +6%
AC
23
AlphaCore Capital
California
$27.7M +$27.8M +196,400 +258,421%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$27.2M +$618K +4,363 +2%
Mariner
25
Mariner
Kansas
$25.7M +$367K +2,594 +1%