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

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

Top Buyers

1
WIA
World Investment Advisors
California
$23.7M
2
PWM
PRW Wealth Management
Massachusetts
$6.39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$189M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.4M
5
EWA
EP Wealth Advisors
California
$4.01M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
$5.82M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
M&T Bank
M&T Bank
New York
$80.5M
4
Wells Fargo
Wells Fargo
California
$147M
5
LPL Financial
LPL Financial
California
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Clearstead Advisors
Ohio
$728K – – –
RJT
252
Raymond James Trust
Florida
$727K +$9.56K +87 +1%
JIC
253
Joel Isaacson & Co
New York
$725K -$95.6K -870 -12%
HF
254
Halpern Financial
Virginia
$719K – – –
AWM
255
Apollon Wealth Management
South Carolina
$706K +$247K +2,250 +54%
BPA
256
Beacon Pointe Advisors
California
$696K +$29.8K +271 +4%
PFS
257
Prospera Financial Services
Texas
$688K +$215K +1,956 +46%
SG
258
StoneX Group
New York
$680K +$354K +3,224 +109%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$677K +$91.6K +833 +16%
CB
260
Commerce Bank
Missouri
$676K – – –
PA
261
Pinnacle Associates
New York
$668K -$22K -200 -3%
SCA
262
Snowden Capital Advisors
New York
$665K – – –
MBT
263
Montecito Bank & Trust
California
$638K -$7.7K -70 -1%
SW
264
SVB Wealth
Massachusetts
$633K +$110 +1 +0%
PTC
265
Private Trust Company
Ohio
$630K -$60.4K -549 -9%
PSCM
266
Per Stirling Capital Management
Texas
$628K +$628K +5,708 New
AC
267
AWM Capital
Arizona
$621K – – –
FCI
268
Financial Counselors Inc
Kansas
$619K -$3.3K -30 -0.5%
EIP
269
Ellis Investment Partners
Pennsylvania
$614K -$21.5K -196 -3%
KFI
270
Key Financial Inc
Pennsylvania
$612K +$134K +1,219 +28%
ES
271
Eagle Strategies
New York
$605K +$3.74K +34 +0.6%
RCAG
272
Rehmann Capital Advisory Group
Michigan
$596K -$139K -1,260 -19%
OWA
273
One Wealth Advisors
California
$579K -$441K -4,011 -43%
AWM
274
AE Wealth Management
Kansas
$576K +$151K +1,374 +36%
VCS
275
Vaughan & Co Securities
New Jersey
$571K -$32.4K -295 -5%
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