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iShares S&P Small-Cap 600 Growth ETF

665 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 97 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 35 closing their positions.

Holders
665
Holders Change
+53
Holders Change %
+8.66%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
97
Increased
190
Reduced
199
Closed
35
Calls
$1.67M
Puts
$735K
Net Calls
+$937K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$23M +$2.51M +20,056 +12%
Mariner
27
Mariner
Kansas
$23M +$2.95M +23,587 +15%
FWP
28
Falcon Wealth Planning
California
$22.8M +$2.49M +19,925 +12%
UCFA
29
United Capital Financial Advisors
Texas
$22M -$16.8M -134,439 -43%
GIA
30
GHP Investment Advisors
Colorado
$21.1M -$171K -1,369 -0.8%
Truist Financial
31
Truist Financial
North Carolina
$19.4M -$258K -2,061 -1%
RJA
32
Raymond James & Associates
Florida
$18.7M -$528K -4,222 -3%
CCWM
33
Correct Capital Wealth Management
Missouri
$17.6M +$17.6M +140,289 New
MGIA
34
Moneta Group Investment Advisors
Missouri
$16.7M +$441K +3,524 +3%
Corient Private Wealth
35
Corient Private Wealth
Florida
$14.4M -$44.7M -356,838 -76%
Osaic Holdings
36
Osaic Holdings
Arizona
$14M -$6.95M -55,539 -33%
BWFA
37
Baltimore-Washington Financial Advisors
Maryland
$14M -$275K -2,197 -2%
SFP
38
Sterling Financial Planning
New Jersey
$13.5M +$414K +3,311 +3%
SDWMA
39
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.5M +$881K +7,037 +7%
PFP
40
Pinnacle Financial Partners
Tennessee
$13.3M +$183K +1,459 +1%
US Bancorp
41
US Bancorp
Minnesota
$13.1M -$430K -3,435 -3%
PHAM
42
Palisades Hudson Asset Management
Florida
$13M +$577K +4,612 +5%
PA
43
Probity Advisors
Texas
$13M -$518K -4,139 -4%
AAS
44
Avantax Advisory Services
Texas
$13M +$476K +3,807 +4%
RFA
45
RTD Financial Advisors
Pennsylvania
$12.4M +$8.01K +64 +0.1%
SL
46
Salomon & Ludwin
Virginia
$12.1M
TYCC
47
Texas Yale Capital Corp
Florida
$12M
KeyBank National Association
48
KeyBank National Association
Ohio
$11.1M -$70.1K -560 -0.6%
SC
49
Savant Capital
Illinois
$11M -$881K -7,043 -7%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$10.7M +$523K +4,180 +5%