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iShares S&P Small-Cap 600 Growth ETF
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Overview Fund Activity

552 hedge funds and large institutions have $2.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
9.79%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
108
Increased
132
Reduced
188
Closed
19
Calls
$909K
Puts
–
Net Calls
+$909K
Net Calls Change
+$962K

Top Buyers

1
IEFM
IQ EQ Fund Management
Ireland
+$24.9M
2
Stifel Financial
Stifel Financial
Missouri
+$24M
3
Morgan Stanley
Morgan Stanley
New York
+$14.1M
4
BCM
Brookstone Capital Management
Illinois
+$10.6M
5
MML Investors Services
MML Investors Services
Massachusetts
+$9.19M

Top Sellers

1
WIA
World Investment Advisors
California
-$30M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.6M
3
UCFA
United Capital Financial Advisors
Texas
-$15.4M
4
PL
Polianta Ltd
Jersey
-$12.2M
5
Bank of America
Bank of America
North Carolina
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWAG
251
Compton Wealth Advisory Group
Virginia
$581K -$35.3K -309 -6%
SB
252
Simmons Bank
Arkansas
$575K -$4.57K -40 -0.8%
APWM
253
Atlas Private Wealth Management
New York
$574K -$124K -1,082 -18%
AIM
254
Allen Investment Management
New York
$571K – – –
CPSC
255
Carl P. Sherr & Co
Massachusetts
$562K -$17.3K -152 -3%
RJT
256
Raymond James Trust
Florida
$562K +$74.2K +650 +15%
FMWA
257
Forvis Mazars Wealth Advisors
Missouri
$561K -$8K -70 -1%
NEWAS
258
N.E.W. Advisory Services
Wisconsin
$560K +$560K +4,888 New
HIIFS
259
Harel Insurance Investments & Financial Services
Israel
$551K +$551K +1,500 New
TGAM
260
TBH Global Asset Management
Tennessee
$543K -$21.5K -188 -4%
First Trust Advisors
261
First Trust Advisors
Illinois
$542K -$15.9K -139 -3%
TWP
262
Total Wealth Planning
Ohio
$541K -$9.7K -85 -2%
JIC
263
Johnson Investment Counsel
Ohio
$528K – – –
TCWA
264
Ten Capital Wealth Advisors
Washington
$526K – – –
CFG
265
Citizens Financial Group
Rhode Island
$519K +$95.6K +837 +23%
NL
266
NWAM LLC
Washington
$518K +$518K +4,539 New
NWS
267
Newport Wealth Strategies
California
$516K -$516K -2,925 -50%
JF
268
JSF Financial
California
$508K +$799 +7 +0.2%
MSFS
269
Main Street Financial Solutions
Pennsylvania
$506K +$506K +4,432 New
MFW
270
Meristem Family Wealth
Minnesota
$504K – – –
CA
271
Claro Advisors
Massachusetts
$504K +$2.86K +25 +0.6%
DCM
272
Donaldson Capital Management
Indiana
$501K +$55K +482 +12%
OAP
273
One Advisory Partners
Kansas
$499K -$363K -3,174 -42%
SBIA
274
Sheaff Brock Investment Advisors
Indiana
$496K – – –
SFG
275
Summit Financial Group
West Virginia
$493K -$14.8K -130 -3%
9 10
11
12 13