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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 %
LCM
501
Logan Capital Management
Pennsylvania
$91K -$693K -6,307 -88%
CCM
502
Chilton Capital Management
Texas
$88K +$88K +800 New
SIC
503
Salem Investment Counselors
North Carolina
$83.3K – – –
TAM
504
Townsend Asset Management
North Carolina
$80.2K – – –
NSG
505
Nalls Sherbakoff Group
Tennessee
$79K +$79K +730 New
BTI
506
Blue Trust Inc
Georgia
$77K -$5.61K -52 -7%
ST
507
Smithfield Trust
Pennsylvania
$76K – – –
IAIM
508
Industrial Alliance Investment Management
Quebec, Canada
$72K -$108K -979 -60%
WCAMG
509
Woodard & Company Asset Management Group
North Carolina
$70.1K – – –
PO
510
Private Ocean
California
$68.2K – – –
KFS
511
Kelly Financial Services
Massachusetts
$66.6K -$199K -1,812 -75%
FFC
512
First Financial Corp
Indiana
$66K – – –
CWP
513
Concord Wealth Partners
Virginia
$61.7K +$110 +1 +0.2%
BFPW
514
BOK Financial Private Wealth
Colorado
$61.5K -$8.69K -79 -12%
CPA
515
Cardiff Park Advisors
California
$59.4K – – –
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$58.3K +$25.8K +235 +80%
FP
517
Financial Perspectives
Minnesota
$57.9K +$220 +2 +0.4%
CTB
518
Country Trust Bank
Illinois
$57.6K -$10.4K -95 -15%
PB
519
Pinnacle Bancorp
Nebraska
$56.1K – – –
LC
520
Lindbrook Capital
California
$55.9K -$41.1K -374 -42%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$55.7K +$55.7K +507 New
PIP
522
Peachtree Investment Partners
Florida
$55.6K +$110 +1 +0.2%
RG
523
Retirement Group
California
$55K – – –
PCM
524
Perritt Capital Management
Illinois
$55K -$8.69K -79 -14%
TCA
525
Trifecta Capital Advisors
Illinois
$55K – – –
19 20
21
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