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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
$23.7M
2
PWM
PRW Wealth Management
Massachusetts
$6.39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$189M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.4M
5
EWA
EP Wealth Advisors
California
$4.01M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
$5.82M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
M&T Bank
M&T Bank
New York
$80.5M
4
Wells Fargo
Wells Fargo
California
$147M
5
LPL Financial
LPL Financial
California
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
326
TCTC Holdings
Texas
$385K – – –
SFG
327
Summit Financial Group
West Virginia
$384K -$78.1K -710 -17%
NSB
328
Norway Savings Bank
Maine
$383K -$52.7K -479 -12%
HI
329
Harbour Investments
Wisconsin
$382K -$15.4K -140 -4%
LPIC
330
LeJeune Puetz Investment Counsel
Michigan
$379K – – –
BFC
331
Bedel Financial Consulting
Indiana
$379K – – –
FTUS
332
Flow Traders U.S.
New York
$378K +$378K +3,435 New
SBIA
333
Sheaff Brock Investment Advisors
Indiana
$378K -$4.4K -40 -1%
PCI
334
Planning Center Inc
Illinois
$375K – – –
WFA
335
Wellspring Financial Advisors
Ohio
$374K +$990 +9 +0.3%
LBC
336
Lowe Brockenbrough & Co
Virginia
$371K – – –
SFG
337
StrategIQ Financial Group
Indiana
$368K +$11.1K +101 +3%
LCM
338
Liberty Capital Management
Michigan
$368K -$4.18K -38 -1%
PG
339
Patten Group
Tennessee
$360K +$26.2K +238 +8%
BSB
340
Bangor Savings Bank
Maine
$357K – – –
VVP
341
Venture Visionary Partners
Ohio
$348K – – –
BCG
342
Breakwater Capital Group
New Jersey
$340K +$340K +3,092 New
KFP
343
KMG Fiduciary Partners
Ohio
$339K +$339K +3,082 New
AMCA
344
Arthur M. Cohen & Associates
Illinois
$337K +$131K +1,276 +64%
PWMAG
345
Pinnacle Wealth Management Advisory Group
New Jersey
$336K -$22K -200 -6%
SIC
346
Sigma Investment Counselors
Michigan
$336K +$330 +3 +0.1%
FSC
347
Full Sail Capital
Oklahoma
$335K +$335K +3,050 New
AF
348
Allworth Financial
California
$335K +$42.5K +387 +15%
VPP
349
Vertex Planning Partners
Illinois
$334K +$110 +1 +0%
MCM
350
MV Capital Management
Maryland
$334K +$313K +2,844 +1,451%
12 13
14
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