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iShares S&P Small-Cap 600 Growth ETF

623 hedge funds and large institutions have $2.98B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 189 increasing their positions, 203 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+8
Holders Change %
+1.3%
% of All Funds
9.82%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
46
Increased
189
Reduced
203
Closed
33
Calls
$942K
Puts
Net Calls
+$942K
Net Calls Change
+$521K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
401
Geneos Wealth Management
Colorado
$258K -$1.95K -17 -0.8%
CFS
402
CRA Financial Services
New Jersey
$258K
PTB
403
Pioneer Trust Bank
Oregon
$253K
SNB
404
Security National Bank
Nebraska
$253K +$39.8K +346 +19%
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$252K -$3.22K -28 -1%
AIA
406
Alera Investment Advisors
Illinois
$251K +$251K +2,187 New
AWM
407
Avior Wealth Management
Nebraska
$250K +$11K +96 +5%
SFWC
408
Strategic Family Wealth Counselors
New Jersey
$249K
AWA
409
Amplius Wealth Advisors
Pennsylvania
$249K
3LCM
410
3D/L Capital Management
Connecticut
$249K +$4.6K +40 +2%
AB
411
Atlas Brown
Kentucky
$248K +$115 +1 +0%
WCF
412
West Coast Financial
California
$247K -$3.45K -30 -1%
KBFS
413
Kohmann Bosshard Financial Services
Ohio
$247K
IAG
414
Investmark Advisory Group
Connecticut
$244K
MSA
415
Marino Stram & Associates
Massachusetts
$243K -$7.24K -63 -3%
CT
416
Columbia Trust
Oregon
$242K -$2.99K -26 -1%
IA
417
IFP Advisors
Florida
$241K -$3.08M -26,799 -93%
AWM
418
Angeles Wealth Management
California
$239K
SCP
419
Syntal Capital Partners
Texas
$237K +$16.9K +147 +8%
SF
420
Synovus Financial
Georgia
$237K +$16.8K +146 +8%
BHWM
421
Bar Harbor Wealth Management
New Hampshire
$236K -$460 -4 -0.2%
API
422
Advisor Partners II
California
$236K
PFA
423
Pure Financial Advisors
California
$235K
GL
424
Graypoint LLC
New York
$233K -$3.45K -30 -1%
CRC
425
Curi RMB Capital
Illinois
$233K -$43.4K -378 -16%