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

719 hedge funds and large institutions have $3.62B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 190 increasing their positions, 260 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
9.64%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
67
Increased
190
Reduced
260
Closed
45
Calls
$984K
Puts
–
Net Calls
+$984K
Net Calls Change
+$438K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$23.2M
2
WIA
World Investment Advisors
California
+$21.6M
3
AAP
Arax Advisory Partners
Colorado
+$18.5M
4
BAM
Belpointe Asset Management
Nevada
+$9.47M
5
FFL
Future Fund LLC
Illinois
+$8.54M

Top Sellers

1
OCM
One Capital Management
California
-$24.4M
2
Wells Fargo
Wells Fargo
California
-$13.9M
3
OAM
Oppenheimer Asset Management
New York
-$13.1M
4
MHS
M Holdings Securities
Oregon
-$12.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
276
Davenport & Co
Virginia
$854K -$9.98K -75 -1%
KWM
277
Kingsview Wealth Management
Oregon
$849K -$5.72K -43 -0.7%
CB
278
Commerce Bank
Missouri
$849K – – –
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$845K – – –
GPA
280
Guerra Pan Advisors
New Jersey
$833K -$15.8K -119 -2%
BCI
281
Brinker Capital Investments
Pennsylvania
$818K -$118K -888 -13%
NPFS
282
Novak & Powell Financial Services
Florida
$817K -$2.19M -16,482 -73%
FFO
283
Fortitude Family Office
Arizona
$806K – – –
FF
284
Finley Financial
Nevada
$806K – – –
BPA
285
Beacon Pointe Advisors
California
$804K -$3.06K -23 -0.4%
PFS
286
Prospect Financial Services
New York
$803K +$71.4K +537 +10%
GRP
287
Global Retirement Partners
California
$801K +$801K +6,023 New
PAS
288
PKS Advisory Services
New York
$800K -$28.9K -217 -3%
MA
289
MCF Advisors
Kentucky
$793K +$133 +1 +0%
Renaissance Technologies
290
Renaissance Technologies
New York
$785K +$785K +5,900 New
TW
291
TritonPoint Wealth
Maryland
$785K -$125K -942 -14%
MWA
292
Midland Wealth Advisors
Illinois
$779K -$60.1K -452 -7%
WP
293
WealthShield Partners
North Carolina
$777K -$216K -1,625 -22%
LT
294
Legacy Trust
Michigan
$772K -$12.6K -95 -2%
PAG
295
Private Advisory Group
Washington
$764K -$11.8K -89 -2%
JIC
296
Johnson Investment Counsel
Ohio
$757K +$11.4K +86 +2%
FA
297
FC Advisory
Pennsylvania
$743K +$137K +1,027 +23%
CAL
298
Capital Analysts LLC
Pennsylvania
$739K -$610K -4,585 -45%
SWMP
299
Signature Wealth Management Partners
New Jersey
$734K – – –
SFWC
300
Strategic Family Wealth Counselors
New Jersey
$733K +$325K +2,444 +80%
10 11
12
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