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

719 hedge funds and large institutions have $3.62B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 190 increasing their positions, 260 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
9.64%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
67
Increased
190
Reduced
260
Closed
45
Calls
$984K
Puts
–
Net Calls
+$984K
Net Calls Change
+$438K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$23.2M
2
WIA
World Investment Advisors
California
+$21.6M
3
AAP
Arax Advisory Partners
Colorado
+$18.5M
4
BAM
Belpointe Asset Management
Nevada
+$9.47M
5
FFL
Future Fund LLC
Illinois
+$8.54M

Top Sellers

1
OCM
One Capital Management
California
-$24.4M
2
Wells Fargo
Wells Fargo
California
-$13.9M
3
OAM
Oppenheimer Asset Management
New York
-$13.1M
4
MHS
M Holdings Securities
Oregon
-$12.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Calton & Associates
Florida
$569K -$9.71K -73 -2%
CWM
352
Congress Wealth Management
Massachusetts
$568K -$1.33K -10 -0.2%
IWA
353
Inspirion Wealth Advisors
Illinois
$553K – – –
GWMR
354
GC Wealth Management RIA
Massachusetts
$545K +$266K +2,000 +95%
WWM
355
Western Wealth Management
Colorado
$544K -$44K -331 -7%
FFA
356
Fragasso Financial Advisors
Pennsylvania
$543K +$798 +6 +0.1%
VIA
357
Vickerman Investment Advisors
Washington
$543K -$11.6K -87 -2%
CPSC
358
Carl P. Sherr & Co
Massachusetts
$543K -$55.2K -415 -9%
CI
359
Conning Inc
Connecticut
$533K – – –
FIM
360
Freedom Investment Management
Connecticut
$527K +$21.7K +163 +4%
SF
361
Summit Financial
New Jersey
$525K -$53.2K -400 -9%
IA
362
IFG Advisory
Georgia
$524K – – –
AWE
363
Avidian Wealth Enterprises
Texas
$519K -$35K -263 -6%
ODIJL
364
One Day In July LLC
Vermont
$518K – – –
SFC
365
Sprinkle Financial Consultants
Colorado
$513K -$184K -1,383 -26%
IAG
366
Investmark Advisory Group
Connecticut
$513K – – –
FB
367
Fulton Bank
Pennsylvania
$510K – – –
HW
368
Hancock Whitney
Mississippi
$508K – – –
CB
369
Cadence Bank
Mississippi
$507K – – –
TA
370
TruWealth Advisors
Louisiana
$505K +$18.2K +137 +4%
AWS
371
Atria Wealth Solutions
New York
$502K -$10.5M -78,796 -95%
VPP
372
Vertex Planning Partners
Illinois
$500K -$45.2K -340 -8%
TCM
373
Traynor Capital Management
Pennsylvania
$497K +$497K +3,713 New
EAM
374
Everstar Asset Management
North Carolina
$489K -$53.2K -400 -10%
WPC
375
Wedmont Private Capital
Pennsylvania
$479K – – –
13 14
15
16 17