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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
+$21.8M
2
PWM
PRW Wealth Management
Massachusetts
+$6.39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.04M
5
EWA
EP Wealth Advisors
California
+$3.73M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$569M
2
AWA
Arete Wealth Advisors
Illinois
-$409M
3
M&T Bank
M&T Bank
New York
-$71.2M
4
Wells Fargo
Wells Fargo
California
-$30.5M
5
LPL Financial
LPL Financial
California
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
301
F.L. Putnam Investment Management
Massachusetts
$476K +$476K +4,330 New
Vanguard Group
302
Vanguard Group
Pennsylvania
$471K +$471K +4,287 New
FB
303
Fulton Bank
Pennsylvania
$468K -$76.6K -697 -14%
GBT
304
Grove Bank & Trust
Florida
$467K +$4.07K +37 +0.9%
EWA
305
Exencial Wealth Advisors
Oklahoma
$461K -$23.6K -215 -5%
IA
306
IFG Advisory
Georgia
$459K +$2.2K +20 +0.5%
PWP
307
Principle Wealth Partners
Connecticut
$457K -$31.8K -289 -6%
IC
308
IEQ Capital
California
$452K – – –
DC
309
Davenport & Co
Virginia
$451K +$101K +921 +29%
FNBOSM
310
First National Bank of South Miami
Florida
$451K -$197K -1,793 -30%
SXL
311
Summit X LLC
Missouri
$451K +$4.18K +38 +0.9%
FWP
312
FAS Wealth Partners
Kansas
$446K -$80.2K -729 -15%
HW
313
Hancock Whitney
Mississippi
$445K +$11.1K +101 +3%
CFO
314
Callan Family Office
Pennsylvania
$445K – – –
FFA
315
Fragasso Financial Advisors
Pennsylvania
$443K -$330 -3 -0.1%
TFS
316
Thoroughbred Financial Services
Tennessee
$439K +$147K +1,340 +50%
RPSA
317
Richard P. Slaughter Associates
Texas
$420K -$101K -919 -19%
9WM
318
9258 Wealth Management
Ohio
$420K -$65.9K -599 -14%
MSFS
319
Main Street Financial Solutions
Pennsylvania
$419K -$6.6K -60 -2%
SF
320
Summit Financial
New Jersey
$408K – – –
EL
321
Essex LLC
Illinois
$402K – – –
FMWA
322
Forvis Mazars Wealth Advisors
Missouri
$400K -$164K -1,490 -29%
BFM
323
Boston Financial Management
Massachusetts
$396K – – –
CIA
324
Capital Investment Advisors
Georgia
$396K +$33K +300 +9%
First Trust Advisors
325
First Trust Advisors
Illinois
$393K -$17K -155 -4%
11 12
13
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