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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 %
CA
276
Calton & Associates
Florida
$563K -$12.3K -112 -2%
ODIJL
277
One Day In July LLC
Vermont
$560K +$12.6K +115 +2%
BRWA
278
B. Riley Wealth Advisors
Florida
$560K -$1.82M -16,567 -76%
TC
279
TAGStone Capital
North Carolina
$556K +$1.43K +13 +0.3%
FRA
280
Front Row Advisors
California
$555K
AIM
281
Allen Investment Management
New York
$550K
BSW
282
Buckingham Strategic Wealth
Missouri
$547K
WTC
283
WhitTier Trust Company
Nevada
$546K -$71.5K -650 -12%
FWTB
284
First Western Trust Bank
Colorado
$544K
SIC
285
Shoker Investment Counsel
Ohio
$544K +$110 +1 +0%
FA
286
FC Advisory
Pennsylvania
$543K -$41K -373 -7%
BFS
287
Bradley Foster & Sargent
Connecticut
$542K +$330 +3 +0.1%
WAL
288
W Advisors LLC
Tennessee
$541K -$54.9K -499 -9%
AL
289
Aspiriant LLC
California
$539K
TGAM
290
TBH Global Asset Management
Tennessee
$536K +$51.2K +466 +11%
SB
291
Simmons Bank
Arkansas
$523K
JIC
292
Johnson Investment Counsel
Ohio
$520K
GRP
293
Global Retirement Partners
California
$518K +$314K +2,979 +153%
GIA
294
Goodwin Investment Advisory
Georgia
$517K -$18.4K -167 -3%
PWP
295
Perfromance Wealth Partners
Illinois
$508K
IWA
296
Inspirion Wealth Advisors
Illinois
$507K
VIA
297
Vickerman Investment Advisors
Washington
$502K -$13.3K -121 -3%
CFG
298
Citizens Financial Group
Rhode Island
$502K -$20.1K -183 -4%
TWP
299
Total Wealth Planning
Ohio
$491K -$9.45K -86 -2%
NL
300
NWAM LLC
Washington
$491K -$101K -923 -17%