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

699 hedge funds and large institutions have $3.91B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 227 increasing their positions, 217 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+18
Holders Change %
+2.64%
% of All Funds
10.11%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
63
Increased
227
Reduced
217
Closed
39
Calls
$1.24M
Puts
$237K
Net Calls
+$1M
Net Calls Change
-$152K

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$154M
2
RFM
Royal Fund Management
Florida
+$25M
3
CJH
Christopher J. Hasenberg
Wisconsin
+$22.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$18.6M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$14.4M

Top Sellers

1
WIA
World Investment Advisors
California
-$29.8M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.3M
3
PFS
Prospera Financial Services
Texas
-$8.16M
4
CWM
Cordatus Wealth Management
Pennsylvania
-$7.18M
5
PL
Polianta Ltd
Jersey
-$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
376
Boston Financial Management
Massachusetts
$488K – – –
EP
377
Essential Planning
New Hampshire
$483K – – –
SF
378
Summit Financial
New Jersey
$481K -$41.2K -295 -8%
TA
379
TruWealth Advisors
Louisiana
$481K -$18.6K -133 -4%
BFC
380
Bedel Financial Consulting
Indiana
$481K – – –
RDIA
381
RE Dickinson Investment Advisors
Iowa
$479K -$179K -1,280 -27%
BRWA
382
B. Riley Wealth Advisors
Florida
$478K -$63.7K -458 -12%
PFS
383
Prospect Financial Services
New York
$468K +$48.8K +350 +12%
SF
384
Synovus Financial
Georgia
$465K +$28.3K +203 +6%
WA
385
Waverly Advisors
Alabama
$464K +$139 +1 +0%
VAM
386
Verity Asset Management
North Carolina
$463K +$6.7K +48 +1%
TWM
387
Trueblood Wealth Management
Ohio
$459K – – –
CIA
388
Compass Ion Advisors
Pennsylvania
$456K -$2.37K -17 -0.5%
BSB
389
Bangor Savings Bank
Maine
$453K – – –
QCG
390
Quadrant Capital Group
Ohio
$441K – – –
FLPIM
391
F.L. Putnam Investment Management
Massachusetts
$438K -$27.9K -200 -6%
KFP
392
KMG Fiduciary Partners
Ohio
$435K +$279 +2 +0.1%
CWM
393
Concentric Wealth Management
California
$430K – – –
9WM
394
9258 Wealth Management
Ohio
$429K -$1.67K -12 -0.4%
AEPWM
395
Atlantic Edge Private Wealth Management
Florida
$429K +$11.6K +83 +3%
DWM
396
Diversify Wealth Management
Utah
$425K +$425K +3,126 New
FSC
397
Full Sail Capital
Oklahoma
$425K – – –
SI
398
Saxon Interests
Texas
$425K +$16.5K +118 +4%
SBIA
399
Sheaff Brock Investment Advisors
Indiana
$424K – – –
LBC
400
Lowe Brockenbrough & Co
Virginia
$420K -$27.9K -200 -6%
14 15
16
17 18