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

666 hedge funds and large institutions have $3.61B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+54
Holders Change %
+8.82%
% of All Funds
9.76%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
98
Increased
190
Reduced
199
Closed
35
Calls
$1.67M
Puts
$735K
Net Calls
+$937K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
Goldman Sachs
Goldman Sachs
New York
+$47.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.2M
4
LPL Financial
LPL Financial
California
+$15.3M
5
UBS Group
UBS Group
Switzerland
+$9.14M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$44.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.8M
4
UCFA
United Capital Financial Advisors
Texas
-$16.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
451
Sequoia Financial Advisors
Ohio
$254K +$16.6K +133 +7%
GL
452
Graypoint LLC
New York
$254K – – –
AA
453
Advisory Alpha
Michigan
$252K – – –
SFMG
454
Sage Financial Management Group
Virginia
$249K – – –
FIA
455
Foundations Investment Advisors
Arizona
$248K +$248K +2,013 New
SFS
456
Summit Financial Strategies
Ohio
$243K +$5.26K +42 +2%
ONB
457
Old National Bancorp
Indiana
$243K – – –
SCM
458
Spreng Capital Management
Ohio
$241K +$241K +1,924 New
AF
459
Apexium Financial
Texas
$238K +$238K +1,905 New
LG
460
LaFleur & Godfrey
Michigan
$238K – – –
CFA
461
Cahill Financial Advisors
Minnesota
$236K +$501 +4 +0.2%
Betterment LLC
462
Betterment LLC
New York
$236K +$236K +1,884 New
CCT
463
Capital City Trust
Florida
$235K – – –
AWM
464
Avior Wealth Management
Nebraska
$235K -$37.4K -299 -14%
MG
465
Mather Group
Illinois
$235K +$235K +1,875 New
AIP
466
Ameritas Investment Partners
Nebraska
$233K – – –
CWAG
467
Compton Wealth Advisory Group
Virginia
$231K – – –
FFBTD
468
First Financial Bank - Trust Division
Ohio
$231K – – –
SNBOSD
469
Security National Bank of So Dak
Iowa
$230K – – –
UCB
470
United Community Bank
South Carolina
$228K -$75.1K -600 -25%
M
471
MOTCO
Texas
$226K -$16.8K -134 -7%
BSWA
472
Bromfield Sneider Wealth Advisors
Massachusetts
$226K – – –
ORG
473
Optimist Retirement Group
Washington
$226K +$226K +1,807 New
BHWM
474
Bar Harbor Wealth Management
New Hampshire
$225K +$225K +1,797 New
GVAG
475
Great Valley Advisor Group
Delaware
$224K -$669K -5,340 -75%
17 18
19
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