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iShares S&P Small-Cap 600 Growth ETF

615 hedge funds and large institutions have $2.78B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 167 increasing their positions, 246 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-23
Holders Change %
-3.61%
% of All Funds
9.84%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.16%
New
41
Increased
167
Reduced
246
Closed
49
Calls
$839K
Puts
$418K
Net Calls
+$421K
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
226
WealthShield Partners
North Carolina
$900K -$101K -919 -10%
AAS
227
Ameritas Advisory Services
Nebraska
$892K -$368K -3,370 -29%
OIA
228
OneDigital Investment Advisors
Kansas
$890K +$250K +2,271 +39%
MA
229
Mutual Advisors
Nebraska
$888K -$77.1K -701 -8%
ATPW
230
Ashton Thomas Private Wealth
Arizona
$884K +$17.2K +156 +2%
FMN
231
Financial Management Network
California
$876K +$216 +2 +0%
AllianceBernstein
232
AllianceBernstein
Tennessee
$871K +$46.9K +427 +6%
PIMG
233
Patriot Investment Management Group
Tennessee
$867K
LT
234
Legacy Trust
Michigan
$847K -$150K -1,363 -15%
PPWM
235
Paragon Private Wealth Management
Kentucky
$838K
SWMP
236
Signature Wealth Management Partners
New Jersey
$825K -$394K -3,585 -32%
TLFA
237
True Link Financial Advisors
California
$816K -$33K -300 -4%
GVAG
238
Great Valley Advisor Group
Delaware
$815K -$98.5K -896 -11%
SWP
239
ShoreHaven Wealth Partners
New Jersey
$813K -$143K -1,300 -15%
WB
240
WesBanco Bank
West Virginia
$809K -$3.3K -30 -0.4%
AIM
241
Acropolis Investment Management
Missouri
$801K +$550 +5 +0.1%
MA
242
MCF Advisors
Kentucky
$789K +$110 +1 +0%
TF
243
TIAA FSB
Florida
$787K -$11K -100 -1%
LNC
244
Lincoln National Corp
Pennsylvania
$768K -$10.1K -92 -1%
WPW
245
Waldron Private Wealth
Pennsylvania
$767K
NA
246
NewEdge Advisors
Louisiana
$750K -$107K -969 -12%
SFS
247
Sowell Financial Services
Arkansas
$749K -$596K -5,422 -44%
DADC
248
D.A. Davidson & Co
Montana
$734K -$173K -1,575 -19%
CS
249
Capital Square
Tennessee
$733K -$24.6K -230 -3%
AL
250
ACAS LLC
California
$730K -$29.6K -269 -4%