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iShares S&P Small-Cap 600 Growth ETF

742 hedge funds and large institutions have $4.05B invested in iShares S&P Small-Cap 600 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 249 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 765742 (-23)

14% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 249

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$941K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
Heartwood Wealth Advisors
Virginia
$27.5M
AC
27
AlphaCore Capital
California
$27.3M
Mariner
28
Mariner
Kansas
$26.2M
FWP
29
Falcon Wealth Planning
California
$25.8M
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$25.5M
SDWMA
31
Schneider Downs Wealth Management Advisors
Pennsylvania
$23.7M
GIA
32
GHP Investment Advisors
Colorado
$22.8M
KPWS
33
Kestra Private Wealth Services
Texas
$21.2M
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$19.5M
SFP
35
Sterling Financial Planning
New Jersey
$18.8M
UCFA
36
United Capital Financial Advisors
Texas
$18.7M
PFPG
37
Pinnacle Financial Partners (Georgia)
Georgia
$18.4M
Stifel Financial
38
Stifel Financial
Missouri
$18.3M
OAM
39
Oppenheimer Asset Management
New York
$18.2M
Corient Private Wealth
40
Corient Private Wealth
Florida
$17.8M
AAP
41
Arax Advisory Partners
Colorado
$17.5M
Creative Planning
42
Creative Planning
Kansas
$16.2M
PA
43
Probity Advisors
Texas
$16.2M
CCWM
44
Cassaday & Co Wealth Management
Virginia
$14.8M
ITC
45
Inspire Trust Company
Nevada
$14.8M
PHAM
46
Palisades Hudson Asset Management
Florida
$14.3M
MCM
47
MAI Capital Management
Ohio
$14M
RFA
48
RTD Financial Advisors
Pennsylvania
$13.7M
TYCC
49
Texas Yale Capital Corp
Florida
$13.7M
KeyBank National Association
50
KeyBank National Association
Ohio
$13.6M