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

719 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, 190 increasing their positions, 260 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
9.64%
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
190
Reduced
260
Closed
45
Calls
$984K
Puts
–
Net Calls
+$984K
Net Calls Change
+$438K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$23.2M
2
WIA
World Investment Advisors
California
+$21.6M
3
AAP
Arax Advisory Partners
Colorado
+$18.5M
4
BAM
Belpointe Asset Management
Nevada
+$9.47M
5
FFL
Future Fund LLC
Illinois
+$8.54M

Top Sellers

1
OCM
One Capital Management
California
-$24.4M
2
Wells Fargo
Wells Fargo
California
-$13.9M
3
OAM
Oppenheimer Asset Management
New York
-$13.1M
4
MHS
M Holdings Securities
Oregon
-$12.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$24.3M -$1.24M -9,357 -5%
WIA
27
World Investment Advisors
California
$23.9M +$21.6M +162,617 +969%
HWA
28
Heartwood Wealth Advisors
Virginia
$22.4M +$309K +2,326 +1%
Mariner
29
Mariner
Kansas
$22.3M +$1.16M +8,689 +5%
GIA
30
GHP Investment Advisors
Colorado
$21.3M -$208K -1,564 -1%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$21.1M +$988K +7,425 +5%
FWP
32
Falcon Wealth Planning
California
$20.5M -$159K -1,195 -0.8%
SDWMA
33
Schneider Downs Wealth Management Advisors
Pennsylvania
$20.2M -$4.63M -34,799 -19%
Osaic Holdings
34
Osaic Holdings
Arizona
$19.2M -$2.18M -16,176 -10%
UCFA
35
United Capital Financial Advisors
Texas
$19.1M -$561K -4,214 -3%
AAP
36
Arax Advisory Partners
Colorado
$18.5M +$18.5M +139,285 New
Stifel Financial
37
Stifel Financial
Missouri
$18.4M -$1.17M -8,821 -6%
Truist Financial
38
Truist Financial
North Carolina
$17.8M +$1.07M +8,030 +6%
OCM
39
One Capital Management
California
$16.6M -$24.4M -183,426 -59%
SFP
40
Sterling Financial Planning
New Jersey
$16.5M +$779K +5,855 +5%
Corient Private Wealth
41
Corient Private Wealth
Florida
$14.8M +$49.6K +373 +0.3%
PA
42
Probity Advisors
Texas
$14.1M +$436K +3,274 +3%
PHAM
43
Palisades Hudson Asset Management
Florida
$14M +$1.22M +9,149 +10%
CCWM
44
Cassaday & Co Wealth Management
Virginia
$13.9M +$2.62M +19,705 +23%
Creative Planning
45
Creative Planning
Kansas
$13.3M -$167K -1,259 -1%
RFA
46
RTD Financial Advisors
Pennsylvania
$13.2M -$317K -2,380 -2%
OAM
47
Oppenheimer Asset Management
New York
$13.1M -$13.1M -98,471 -50%
KeyBank National Association
48
KeyBank National Association
Ohio
$13.1M +$409K +3,076 +3%
MCM
49
MAI Capital Management
Ohio
$12.7M +$355K +2,671 +3%
TYCC
50
Texas Yale Capital Corp
Florida
$12.7M -$48.4K -364 -0.4%
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