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

715 hedge funds and large institutions have $3.62B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 189 increasing their positions, 258 reducing their positions, and 45 closing their positions.

Holders
715
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
9.6%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
67
Increased
189
Reduced
258
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$47.4M
2
Brown Advisory
2
Brown Advisory
Maryland
$62.7M
3
WIA
3
World Investment Advisors
California
$23.9M
4
AAP
4
Arax Advisory Partners
Colorado
$18.5M
5
BAM
5
Belpointe Asset Management
Nevada
$9.47M

Top Sellers

1
OCM
1
One Capital Management
California
$16.6M
2
Wells Fargo
2
Wells Fargo
California
$149M
3
OAM
3
Oppenheimer Asset Management
New York
$13.1M
4
MHS
4
M Holdings Securities
Oregon
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$123M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$24.3M 182,377 -9,357 -5%
WIA
27
World Investment Advisors
California
$23.9M 179,400 +162,617 +969%
HWA
28
Heartwood Wealth Advisors
Virginia
$22.4M 168,370 +2,326 +1%
Mariner
29
Mariner
Kansas
$22.3M 167,376 +8,689 +5%
GIA
30
GHP Investment Advisors
Colorado
$21.3M 160,166 -1,564 -1%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$21.1M 158,279 +7,425 +5%
FWP
32
Falcon Wealth Planning
California
$20.5M 154,244 -1,195 -0.8%
SDWMA
33
Schneider Downs Wealth Management Advisors
Pennsylvania
$20.2M 152,166 -34,799 -19%
Osaic Holdings
34
Osaic Holdings
Arizona
$19.2M 142,217 -16,176 -10%
UCFA
35
United Capital Financial Advisors
Texas
$19.1M 143,552 -4,214 -3%
AAP
36
Arax Advisory Partners
Colorado
$18.5M 139,285 +139,285 New
Stifel Financial
37
Stifel Financial
Missouri
$18.4M 138,428 -8,821 -6%
Truist Financial
38
Truist Financial
North Carolina
$17.8M 133,631 +8,030 +6%
OCM
39
One Capital Management
California
$16.6M 125,080 -183,426 -59%
SFP
40
Sterling Financial Planning
New Jersey
$16.5M 123,791 +5,855 +5%
Corient Private Wealth
41
Corient Private Wealth
Florida
$14.8M 111,086 +373 +0.3%
PA
42
Probity Advisors
Texas
$14.1M 106,082 +3,274 +3%
PHAM
43
Palisades Hudson Asset Management
Florida
$14M 105,050 +9,149 +10%
CCWM
44
Cassaday & Co Wealth Management
Virginia
$13.9M 104,671 +19,705 +23%
Creative Planning
45
Creative Planning
Kansas
$13.3M 99,920 -1,259 -1%
RFA
46
RTD Financial Advisors
Pennsylvania
$13.2M 99,464 -2,380 -2%
OAM
47
Oppenheimer Asset Management
New York
$13.1M 98,201 -98,471 -50%
KeyBank National Association
48
KeyBank National Association
Ohio
$13.1M 98,169 +3,076 +3%
MCM
49
MAI Capital Management
Ohio
$12.7M 95,674 +2,671 +3%
TYCC
50
Texas Yale Capital Corp
Florida
$12.7M 95,246 -364 -0.4%
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