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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 %
PEA
376
Park Edge Advisors
Ohio
$286K – – –
CWS
377
Cypress Wealth Services
California
$283K -$390K -3,546 -58%
FHC
378
First Heartland Consultants
Missouri
$277K +$110 +1 +0%
HCP
379
Holt Capital Partners
Texas
$277K – – –
AWE
380
Avidian Wealth Enterprises
Texas
$277K +$59.7K +543 +28%
CCT
381
Chemung Canal Trust
New York
$275K -$51.1K -465 -16%
HA
382
HFG Advisors
Ohio
$272K – – –
B
383
Bensler
Washington
$268K -$14.4K -131 -5%
WWM
384
Western Wealth Management
Colorado
$267K +$110 +1 +0%
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$266K -$97.7K -889 -27%
CHA
386
Carmichael Hill & Associates
Maryland
$265K -$39.6K -360 -13%
CRC
387
Curi RMB Capital
Illinois
$264K -$7.59K -69 -3%
FWSM
388
First Wilshire Securities Management
California
$264K – – –
HSA
389
HBK Sorce Advisory
Pennsylvania
$259K -$287K -2,608 -53%
YIA
390
YHB Investment Advisors
Connecticut
$258K – – –
AAP
391
Arax Advisory Partners
Colorado
$257K -$21.5M -195,927 -99%
Kovitz Investment Group Partners
392
Kovitz Investment Group Partners
Illinois
$256K +$256K +2,325 New
RRWA
393
Rainey & Randall Wealth Advisors
Florida
$254K – – –
GC
394
GFG Capital
Florida
$253K – – –
ACA
395
Ackerman Capital Advisors
Texas
$253K – – –
PP
396
Prosperity Planning
Missouri
$253K +$9.13K +83 +4%
HWA
397
Heritage Wealth Advisors
Virginia
$252K – – –
SM
398
Sensible Money
Arizona
$251K +$9.13K +83 +4%
GWM
399
Geneos Wealth Management
Colorado
$249K -$34.9K -317 -12%
VFA
400
Valeo Financial Advisors
Indiana
$248K -$5.94K -54 -2%
14 15
16
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