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

665 hedge funds and large institutions have $3.61B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+53
Holders Change %
+8.66%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
97
Increased
190
Reduced
199
Closed
35
Calls
$1.67M
Puts
$735K
Net Calls
+$937K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$806M
2
Goldman Sachs
Goldman Sachs
New York
$57.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59.8M
4
LPL Financial
LPL Financial
California
$93.5M
5
UBS Group
UBS Group
Switzerland
$121M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$14.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$174M
4
UCFA
United Capital Financial Advisors
Texas
$22M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
251
Paragon Private Wealth Management
Kentucky
$954K – – –
PIMG
252
Patriot Investment Management Group
Tennessee
$952K – – –
MA
253
Mutual Advisors
Nebraska
$945K -$67.2K -537 -7%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$942K -$19.3K -154 -2%
LSA
255
Lion Street Advisors
Texas
$939K +$269K +2,150 +40%
RJT
256
Raymond James Trust
Florida
$935K +$96.2K +769 +11%
PAG
257
Private Advisory Group
Washington
$919K -$50.9K -407 -5%
AIM
258
Acropolis Investment Management
Missouri
$914K +$1.38K +11 +0.2%
GC
259
Guidance Capital
Kentucky
$902K -$192K -1,545 -18%
MA
260
MCF Advisors
Kentucky
$899K +$375 +3 +0%
FCI
261
Financial Counselors Inc
Kansas
$890K – – –
KFI
262
Key Financial Inc
Pennsylvania
$879K – – –
WPW
263
Waldron Private Wealth
Pennsylvania
$873K – – –
IWM
264
IHT Wealth Management
Illinois
$872K -$315K -2,515 -27%
FC
265
Financial Consulate
Maryland
$870K -$62.6K -500 -7%
CKAIS
266
Christensen King & Associates Investment Services
Washington
$842K +$842K +6,730 New
EWA
267
EP Wealth Advisors
California
$840K +$3.38K +27 +0.4%
JIC
268
Joel Isaacson & Co
New York
$825K – – –
GJIA
269
Glass Jacobson Investment Advisors
Maryland
$825K -$69.2K -553 -8%
CB
270
Commerce Bank
Missouri
$798K -$162K -1,293 -17%
CA
271
Clearstead Advisors
Ohio
$796K -$855K -6,832 -52%
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$795K -$53.8K -430 -6%
AFG
273
Atomi Financial Group
New York
$762K +$343K +2,742 +82%
BPA
274
Beacon Pointe Advisors
California
$753K -$107K -859 -12%
TW
275
TritonPoint Wealth
Maryland
$732K +$732K +5,852 New
9 10
11
12 13