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iShares S&P Small-Cap 600 Growth ETF

666 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 98 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+54
Holders Change %
+8.82%
% of All Funds
9.76%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
98
Increased
190
Reduced
199
Closed
35
Calls
$1.67M
Puts
$735K
Net Calls
+$937K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
276
First Trust Advisors
Illinois
$726K -$3.25K -26 -0.4%
MOS
277
MGO One Seven
Ohio
$717K +$717K +5,731 New
MBT
278
Montecito Bank & Trust
California
$710K -$11.9K -95 -2%
SWMP
279
Signature Wealth Management Partners
New Jersey
$693K -$84.8K -678 -11%
EIP
280
Ellis Investment Partners
Pennsylvania
$685K -$9.26K -74 -1%
JIC
281
Johnson Investment Counsel
Ohio
$683K +$101K +811 +17%
VCS
282
Vaughan & Co Securities
New Jersey
$650K
CA
283
Calton & Associates
Florida
$649K +$649K +5,188 New
CPSC
284
Carl P. Sherr & Co
Massachusetts
$649K -$345K -2,755 -35%
TC
285
TAGStone Capital
North Carolina
$645K +$11.3K +90 +2%
DC
286
Davenport & Co
Virginia
$645K -$31.3K -250 -5%
AWM
287
Apollon Wealth Management
South Carolina
$644K +$110K +882 +21%
CL
288
Choreo LLC
Illinois
$643K +$643K +5,137 New
MSFS
289
Main Street Financial Solutions
Pennsylvania
$642K +$292K +2,330 +83%
GSWM
290
Greenup Street Wealth Management
Michigan
$636K +$636K +5,083 New
EAMA
291
EFG Asset Management (Americas)
Florida
$629K +$629K +5,027 New
AIM
292
Allen Investment Management
New York
$626K
BFS
293
Bradley Foster & Sargent
Connecticut
$625K +$7.63K +61 +1%
PTC
294
Private Trust Company
Ohio
$623K -$30.5K -244 -5%
WTC
295
WhitTier Trust Company
Nevada
$621K
CT
296
Columbia Trust
Oregon
$620K +$319K +2,548 +106%
VFA
297
Valeo Financial Advisors
Indiana
$620K +$4.01K +32 +0.7%
SIC
298
Shoker Investment Counsel
Ohio
$619K +$250 +2 +0%
PPW
299
Presilium Private Wealth
Pennsylvania
$619K +$619K +4,944 New
AL
300
Aspiriant LLC
California
$613K