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iShares S&P Small-Cap 600 Growth ETF

638 hedge funds and large institutions have $4.18B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 184 increasing their positions, 200 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+47
Holders Change %
+7.95%
% of All Funds
10.29%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
97
Increased
184
Reduced
200
Closed
40
Calls
$607K
Puts
Net Calls
+$607K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
501
HM Payson & Co
Maine
$119K
JGIA
502
Jackson Grant Investment Advisers
Connecticut
$119K +$432 +4 +0.4%
SSB
503
Sandy Spring Bank
Maryland
$115K
OFG
504
Oxford Financial Group
Indiana
$115K +$216 +2 +0.2%
CTC
505
Central Trust Company
Missouri
$115K -$88.6K -820 -44%
CT
506
Cambridge Trust
Massachusetts
$111K
LWANC
507
Laurel Wealth Advisors (North Carolina)
North Carolina
$108K +$216 +2 +0.2%
EWM
508
Evermay Wealth Management
Virginia
$105K
BFEC
509
Benjamin F. Edwards & Company
Missouri
$103K
BWL
510
Bogart Wealth LLC
Virginia
$101K +$33.5K +310 +49%
TCWA
511
Ten Capital Wealth Advisors
Washington
$100K
MFC
512
Mechanics Financial Corp
Ohio
$99K
MIM
513
Macroview Investment Management
Maryland
$99K +$11.3K +105 +13%
BWP
514
Baldwin Wealth Partners
Massachusetts
$97K -$540 -5 -0.6%
LC
515
Lindbrook Capital
California
$95.3K +$40.4K +374 +74%
TCOV
516
Trust Company of Vermont
Vermont
$94.9K
EWA
517
EverSource Wealth Advisors
Alabama
$88.8K +$1.62K +15 +2%
AF
518
Affiance Financial
Minnesota
$82.1K
SIC
519
Salem Investment Counselors
North Carolina
$81.9K -$6.05K -56 -7%
TAM
520
Townsend Asset Management
North Carolina
$78.8K +$108 +1 +0.1%
BTI
521
Blue Trust Inc
Georgia
$78K -$1.63K -16 -2%
ST
522
Smithfield Trust
Pennsylvania
$75K
RIA
523
Realta Investment Advisors
Delaware
$74.5K -$13.7K -127 -16%
BFPW
524
BOK Financial Private Wealth
Colorado
$69K
WCAMG
525
Woodard & Company Asset Management Group
North Carolina
$68.9K