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iShares S&P Small-Cap 600 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
Goldman Sachs
Goldman Sachs
New York
+$47.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.2M
4
LPL Financial
LPL Financial
California
+$15.3M
5
UBS Group
UBS Group
Switzerland
+$9.14M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$44.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.8M
4
UCFA
United Capital Financial Advisors
Texas
-$16.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
326
Callan Family Office
Pennsylvania
$519K – – –
Thrivent Financial for Lutherans
327
Thrivent Financial for Lutherans
Minnesota
$511K -$1.22M -9,741 -70%
FFA
328
Fragasso Financial Advisors
Pennsylvania
$507K +$1.75K +14 +0.3%
WPC
329
Wedmont Private Capital
Pennsylvania
$504K +$74.7K +610 +17%
BSW
330
Buckingham Strategic Wealth
Missouri
$503K -$151K -1,210 -23%
TGAM
331
TBH Global Asset Management
Tennessee
$496K -$58.2K -465 -11%
HW
332
Hancock Whitney
Mississippi
$486K +$501 +4 +0.1%
CB
333
Cadence Bank
Mississippi
$481K +$481K +3,841 New
PG
334
Patten Group
Tennessee
$474K -$5.76K -46 -1%
DAS
335
Dynamic Advisor Solutions
Arizona
$470K +$470K +3,903 New
SF
336
Summit Financial
New Jersey
$468K – – –
9WM
337
9258 Wealth Management
Ohio
$462K -$626 -5 -0.1%
FA
338
FC Advisory
Pennsylvania
$458K -$20.5K -164 -4%
FMWA
339
Forvis Mazars Wealth Advisors
Missouri
$456K – – –
PMFA
340
Plante Moran Financial Advisors
Michigan
$452K +$234K +1,870 +107%
BFM
341
Boston Financial Management
Massachusetts
$451K – – –
CIA
342
Capital Investment Advisors
Georgia
$451K – – –
ODIJL
343
One Day In July LLC
Vermont
$448K +$6.01K +48 +1%
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$444K -$24K -192 -5%
TWP
345
Tyche Wealth Partners
Texas
$443K +$443K +3,543 New
PIAS
346
PCA Investment Advisory Services
Ohio
$440K -$1.55M -12,350 -78%
TH
347
TCTC Holdings
Texas
$438K – – –
BFC
348
Bedel Financial Consulting
Indiana
$431K – – –
WFA
349
Wellspring Financial Advisors
Ohio
$429K +$2.38K +19 +0.6%
GIA
350
Goodwin Investment Advisory
Georgia
$429K -$128K -1,019 -23%
12 13
14
15 16