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iShares S&P Small-Cap 600 Growth ETF

754 hedge funds and large institutions have $4.12B invested in iShares S&P Small-Cap 600 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 218 increasing their positions, 251 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

5% more capital invested

Capital invested by funds: $3.94B → $4.12B (+$178M)

0.64% more ownership

Funds ownership: 62.58%63.22% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less funds holding

Funds holding: 767754 (-13)

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 251

Holders
754
Holders Change
-13
Holders Change %
-1.69%
% of All Funds
9.29%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
54
Increased
218
Reduced
251
Closed
48
Calls
$941K
Puts
Net Calls
+$941K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$29.4M +$4.64M +31,251 +18%
HWA
27
Heartwood Wealth Advisors
Virginia
$27.5M +$2.19M +14,754 +8%
AC
28
AlphaCore Capital
California
$27.3M -$1.14M -7,654 -4%
Mariner
29
Mariner
Kansas
$26.2M -$149K -1,004 -0.6%
FWP
30
Falcon Wealth Planning
California
$25.8M +$1.55M +10,478 +6%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$25.5M -$178K -1,200 -0.7%
SDWMA
32
Schneider Downs Wealth Management Advisors
Pennsylvania
$23.7M +$668K +4,505 +3%
GIA
33
GHP Investment Advisors
Colorado
$22.8M -$7.86K -53 -0%
KPWS
34
Kestra Private Wealth Services
Texas
$21.2M +$1.17M +7,875 +6%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$19.5M +$416K +2,804 +2%
SFP
36
Sterling Financial Planning
New Jersey
$18.8M +$150K +1,008 +0.8%
UCFA
37
United Capital Financial Advisors
Texas
$18.7M -$667K -4,497 -3%
PFPG
38
Pinnacle Financial Partners (Georgia)
Georgia
$18.4M +$99K +667 +0.5%
Stifel Financial
39
Stifel Financial
Missouri
$18.3M -$628K -4,234 -3%
OAM
40
Oppenheimer Asset Management
New York
$18.2M +$4.45M +29,963 +31%
Corient Private Wealth
41
Corient Private Wealth
Florida
$17.8M -$18.4M -124,294 -50%
AAP
42
Arax Advisory Partners
Colorado
$17.5M -$1.64M -11,029 -8%
Creative Planning
43
Creative Planning
Kansas
$16.2M +$1.36M +9,153 +9%
PA
44
Probity Advisors
Texas
$16.2M +$275K +1,857 +2%
CCWM
45
Cassaday & Co Wealth Management
Virginia
$14.8M +$92.9K +626 +0.6%
ITC
46
Inspire Trust Company
Nevada
$14.8M +$593K +4,000 +4%
PHAM
47
Palisades Hudson Asset Management
Florida
$14.3M +$111K +746 +0.8%
MCM
48
MAI Capital Management
Ohio
$14M +$269K +1,815 +2%
RFA
49
RTD Financial Advisors
Pennsylvania
$13.7M -$731K -4,924 -5%
TYCC
50
Texas Yale Capital Corp
Florida
$13.7M -$77.9K -525 -0.6%