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iShares S&P Small-Cap 600 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
401
CRA Financial Services
New Jersey
$247K
M
402
MOTCO
Texas
$246K
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$244K +$12.2K +111 +5%
AT
404
Arvest Trust
Oklahoma
$242K
PTB
405
Pioneer Trust Bank
Oregon
$242K
HR
406
Hardy Reed
Mississippi
$242K
WCF
407
West Coast Financial
California
$240K
MSA
408
Marino Stram & Associates
Massachusetts
$240K +$440 +4 +0.2%
WPC
409
Wedmont Private Capital
Pennsylvania
$238K +$108 +1 +0%
SFWC
410
Strategic Family Wealth Counselors
New Jersey
$238K -$2.04M -18,540 -90%
AWA
411
Amplius Wealth Advisors
Pennsylvania
$238K -$3.74K -34 -2%
AB
412
Atlas Brown
Kentucky
$238K -$3.96K -36 -2%
KBFS
413
Kohmann Bosshard Financial Services
Ohio
$236K
WKSWA
414
White Knight Strategic Wealth Advisors
New Jersey
$236K -$3.85K -35 -2%
HF
415
HRT Financial
New York
$235K -$1.09M -9,908 -82%
SFS
416
Security Financial Services
Indiana
$235K +$10.8K +98 +5%
CT
417
Columbia Trust
Oregon
$234K -$76.1K -692 -25%
3LCM
418
3D/L Capital Management
Connecticut
$234K -$22.5K -205 -9%
IAG
419
Investmark Advisory Group
Connecticut
$233K
CST
420
Charles Schwab Trust
Nevada
$232K -$85.8K -780 -27%
MHR
421
Matthew Hamilton Rosenberg
$229K
AWM
422
Avior Wealth Management
Nebraska
$229K -$1.1K -10 -0.5%
AWM
423
Angeles Wealth Management
California
$229K
BHWM
424
Bar Harbor Wealth Management
New Hampshire
$227K
GL
425
Graypoint LLC
New York
$226K