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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 %
HGWM
426
Horst & Graben Wealth Management
Oregon
$226K +$226K +2,055 New
API
427
Advisor Partners II
California
$226K – – –
PFA
428
Pure Financial Advisors
California
$225K -$205K -1,863 -48%
BFG
429
Bleakley Financial Group
New Jersey
$223K -$36.2K -329 -14%
SS
430
Simplicity Solutions
Minnesota
$223K +$223K +2,027 New
SG Americas Securities
431
SG Americas Securities
New York
$222K +$222K +2,022 New
KWM
432
Keebeck Wealth Management
Illinois
$222K -$352K -3,204 -61%
AA
433
Advisory Alpha
Michigan
$221K – – –
OMC
434
Overbrook Management Corp
New York
$220K – – –
CBT
435
Central Bank & Trust
Kentucky
$219K – – –
CWM
436
Cabot Wealth Management
Massachusetts
$217K -$11.7K -106 -5%
MLA
437
My Legacy Advisors
Oregon
$216K -$4.45K -41 -2%
FCAM
438
First Citizens Asset Management
North Carolina
$215K +$215K +1,958 New
ONB
439
Old National Bancorp
Indiana
$213K -$32.4K -295 -13%
SFS
440
Summit Financial Strategies
Ohio
$211K +$1.43K +13 +0.7%
SCP
441
Syntal Capital Partners
Texas
$211K – – –
SF
442
Synovus Financial
Georgia
$210K -$1.1K -10 -0.5%
TPWM
443
Twelve Points Wealth Management
Massachusetts
$209K +$209K +1,901 New
PPWM
444
PFG Private Wealth Management
Florida
$207K – – –
CFA
445
Cahill Financial Advisors
Minnesota
$207K +$207K +1,881 New
CCT
446
Capital City Trust
Florida
$207K – – –
PA
447
Procyon Advisors
Connecticut
$205K -$17.9K -163 -8%
PA
448
PFG Advisors
Arizona
$205K +$205K +1,865 New
AIP
449
Ameritas Investment Partners
Nebraska
$204K – – –
FUBT
450
First United Bank & Trust
Maryland
$204K – – –
16 17
18
19 20