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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 %
SNB
451
Security National Bank
Nebraska
$204K +$204K +1,854 New
CWAG
452
Compton Wealth Advisory Group
Virginia
$203K +$203K +1,845 New
FFBTD
453
First Financial Bank - Trust Division
Ohio
$203K +$203K +1,844 New
SAM
454
Stone Asset Management
Texas
$203K -$53.3K -485 -21%
KP
455
Keel Point
Alabama
$202K -$32.5K -296 -14%
SWM
456
Southern Wealth Management
Texas
$202K +$202K +1,837 New
HPM
457
Hoxton Planning & Management
West Virginia
$201K -$333K -3,029 -62%
BSWA
458
Bromfield Sneider Wealth Advisors
Massachusetts
$199K – – –
VNA
459
Valley National Advisers
Pennsylvania
$193K – – –
EBA
460
Eagle Bay Advisors
New York
$193K +$193K +1,753 New
HCA
461
Heck Capital Advisors
Wisconsin
$192K +$15.6K +142 +9%
PMFA
462
Plante Moran Financial Advisors
Michigan
$191K -$1.65K -15 -0.9%
BlackRock
463
BlackRock
New York
$188K -$4.51K -41 -2%
PFM
464
Phillips Financial Management
Indiana
$184K – – –
GC
465
Garde Capital
Washington
$183K – – –
AP
466
Atwood & Palmer
Missouri
$171K – – –
BAM
467
Belpointe Asset Management
Nevada
$168K +$2.42K +22 +1%
BA
468
Bellwether Advisors
Nebraska
$164K -$36.8K -334 -18%
GWSG
469
GPS Wealth Strategies Group
Colorado
$161K +$161K +1,465 New
RBC
470
Roble Belko & Company
Pennsylvania
$156K – – –
EW
471
Element Wealth
Mississippi
$153K – – –
DSC
472
Duncker Streett & Co
Missouri
$148K – – –
SC
473
SouthState Corp
Florida
$146K -$39.6K -360 -21%
CFO
474
CVA Family Office
Colorado
$141K – – –
QCG
475
Quadrant Capital Group
Ohio
$140K – – –
17 18
19
20 21