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iShares S&P Small-Cap 600 Growth ETF

754 hedge funds and large institutions have $4.12B invested in iShares S&P Small-Cap 600 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 218 increasing their positions, 251 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

5% more capital invested

Capital invested by funds: $3.94B → $4.12B (+$178M)

0.64% more ownership

Funds ownership: 62.58%63.22% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less funds holding

Funds holding: 767754 (-13)

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 251

Holders
754
Holders Change
-13
Holders Change %
-1.69%
% of All Funds
9.29%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
54
Increased
218
Reduced
251
Closed
48
Calls
$941K
Puts
Net Calls
+$941K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$462M +$14M +94,309 +3%
Bank of America
2
Bank of America
North Carolina
$296M +$2.93M +19,746 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M +$26.4M +177,989 +10%
UBS Group
4
UBS Group
Switzerland
$157M +$4.61M +31,102 +3%
Brown Advisory
5
Brown Advisory
Maryland
$151M +$31.1M +209,320 +25%
Wells Fargo
6
Wells Fargo
California
$150M -$7.39M -49,785 -5%
LPL Financial
7
LPL Financial
California
$149M +$11M +74,139 +8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$127M +$7M +47,178 +6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$125M -$2.53M -17,037 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$77.6M +$9.84M +66,333 +14%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$69.8M +$1.92M +12,965 +3%
M&T Bank
12
M&T Bank
New York
$63.8M -$14.1M -95,163 -18%
JP Morgan Chase
13
JP Morgan Chase
New York
$58.8M -$233K -1,571 -0.4%
HighTower Advisors
14
HighTower Advisors
Illinois
$53M -$395K -2,663 -0.7%
GT
15
Glenmede Trust
Pennsylvania
$50.2M -$1.01M -6,833 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$49.1M +$1.96M +13,190 +4%
Ameriprise
17
Ameriprise
Minnesota
$47.3M -$1.63M -11,010 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$42.1M +$21.3M +143,320 +97%
Cerity Partners
19
Cerity Partners
New York
$39.6M -$313K -2,110 -0.8%
Truist Financial
20
Truist Financial
North Carolina
$37.9M +$19.4M +130,430 +99%
Osaic Holdings
21
Osaic Holdings
Arizona
$36.4M +$13.8M +92,849 +59%
BFA
22
Beaumont Financial Advisors
Massachusetts
$36.1M +$450K +3,035 +1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$35.8M +$5.46M +36,798 +17%
MGIA
24
Moneta Group Investment Advisors
Missouri
$33.7M +$770K +5,190 +2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$30.3M +$2.45M +16,517 +9%