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

615 hedge funds and large institutions have $2.78B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 167 increasing their positions, 246 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-23
Holders Change %
-3.61%
% of All Funds
9.84%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.16%
New
41
Increased
167
Reduced
246
Closed
49
Calls
$839K
Puts
$418K
Net Calls
+$421K
Net Calls Change
-$186K

Top Buyers

1
WIA
World Investment Advisors
California
+$21.8M
2
PWM
PRW Wealth Management
Massachusetts
+$6.39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.04M
5
EWA
EP Wealth Advisors
California
+$3.73M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$569M
2
AWA
Arete Wealth Advisors
Illinois
-$409M
3
M&T Bank
M&T Bank
New York
-$71.2M
4
Wells Fargo
Wells Fargo
California
-$30.5M
5
LPL Financial
LPL Financial
California
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRAG
476
Investment Research & Advisory Group
Georgia
$138K -$17.5K -159 -11%
CFB
477
Cullen/Frost Bankers
Texas
$137K – – –
OIA
478
Optimum Investment Advisors
Illinois
$136K – – –
DI
479
Disciplined Investments
Oklahoma
$133K – – –
LWCFA
480
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132K – – –
TCWA
481
Ten Capital Wealth Advisors
Washington
$130K +$28.1K +256 +28%
SWA
482
Sutton Wealth Advisors
Florida
$128K – – –
STCOSD
483
Sageworth Trust Company of South Dakota
South Dakota
$127K – – –
FFL
484
Financial Freedom LLC
Ohio
$127K +$330 +3 +0.3%
SSB
485
Sandy Spring Bank
Maryland
$126K +$8.8K +80 +8%
National Bank of Canada
486
National Bank of Canada
Quebec, Canada
$125K -$660 -6 -0.5%
WC
487
Wealth CMT
New Jersey
$122K +$122K +1,112 New
WAG
488
Windsor Advisory Group
Ohio
$121K – – –
JGIA
489
Jackson Grant Investment Advisers
Connecticut
$121K +$330 +3 +0.3%
HPC
490
HM Payson & Co
Maine
$121K – – –
CTC
491
Central Trust Company
Missouri
$118K +$770 +7 +0.7%
OFG
492
Oxford Financial Group
Indiana
$117K +$110 +1 +0.1%
CT
493
Cambridge Trust
Massachusetts
$113K – – –
LWANC
494
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K +$220 +2 +0.2%
BWL
495
Bogart Wealth LLC
Virginia
$103K – – –
MIM
496
Macroview Investment Management
Maryland
$103K +$1.87K +17 +2%
MFC
497
Mechanics Financial Corp
Ohio
$101K – – –
EWM
498
Evermay Wealth Management
Virginia
$100K -$6.05K -55 -6%
TCOV
499
Trust Company of Vermont
Vermont
$96.5K – – –
BWP
500
Baldwin Wealth Partners
Massachusetts
$94.8K -$3.96K -36 -4%
18 19
20
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