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iShares S&P Small-Cap 600 Growth ETF

623 hedge funds and large institutions have $2.98B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 189 increasing their positions, 203 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+8
Holders Change %
+1.3%
% of All Funds
9.83%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
46
Increased
189
Reduced
203
Closed
33
Calls
$942K
Puts
Net Calls
+$942K
Net Calls Change
+$521K
Name Holding Trade Value Shares
Change
Shares
Change %
TH
326
TCTC Holdings
Texas
$402K
OWA
327
One Wealth Advisors
California
$400K -$205K -1,786 -34%
BFC
328
Bedel Financial Consulting
Indiana
$396K
LCM
329
Liberty Capital Management
Michigan
$394K +$9.77K +85 +3%
WFA
330
Wellspring Financial Advisors
Ohio
$392K +$1.15K +10 +0.3%
RPSA
331
Richard P. Slaughter Associates
Texas
$389K -$49.8K -433 -11%
PCI
332
Planning Center Inc
Illinois
$388K -$6.09K -53 -2%
LBC
333
Lowe Brockenbrough & Co
Virginia
$388K
RC
334
Rovin Capital
Arizona
$387K -$2.1M -18,245 -84%
PG
335
Patten Group
Tennessee
$386K +$10.2K +89 +3%
SFG
336
StrategIQ Financial Group
Indiana
$385K +$115 +1 +0%
HI
337
Harbour Investments
Wisconsin
$378K -$22.1K -192 -6%
BSB
338
Bangor Savings Bank
Maine
$374K
AF
339
Allworth Financial
California
$369K +$19.4K +169 +6%
BCG
340
Breakwater Capital Group
New Jersey
$365K +$9.42K +82 +3%
VVP
341
Venture Visionary Partners
Ohio
$364K
SIC
342
Sigma Investment Counselors
Michigan
$360K +$8.85K +77 +3%
KFP
343
KMG Fiduciary Partners
Ohio
$358K +$4.25K +37 +1%
FSC
344
Full Sail Capital
Oklahoma
$351K
VPP
345
Vertex Planning Partners
Illinois
$350K
SBIA
346
Sheaff Brock Investment Advisors
Indiana
$349K -$45.4K -395 -11%
WS
347
Wedbush Securities
California
$345K
GEA
348
Glen Eagle Advisors
New Jersey
$340K +$1.84K +16 +0.5%
LWA
349
LWS Wealth Advisors
New Jersey
$339K +$24.6K +214 +8%
AC
350
Abbrea Capital
California
$336K