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iShares S&P Small-Cap 600 Growth ETF

676 hedge funds and large institutions have $3.41B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 203 increasing their positions, 218 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+11
Holders Change %
+1.65%
% of All Funds
9.8%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
55
Increased
203
Reduced
218
Closed
33
Calls
$2.39M
Puts
$771K
Net Calls
+$1.62M
Net Calls Change
+$682K
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
501
Gen-Wealth Partners
Michigan
$212K +$212K +1,618 New
GVAG
502
Great Valley Advisor Group
Delaware
$211K -$24K -183 -10%
HA
503
HFG Advisors
Ohio
$210K
SWM
504
Segment Wealth Management
Texas
$209K
HIMC
505
Heritage Investors Management Corp
Maryland
$209K
CWM
506
Cabot Wealth Management
Massachusetts
$208K +$208K +1,589 New
WKSWA
507
White Knight Strategic Wealth Advisors
New Jersey
$207K -$17.3K -132 -8%
SAM
508
Synergy Asset Management
Washington
$205K +$205K +1,571 New
UL
509
Unionview LLC
Washington
$205K +$205K +1,566 New
CWS
510
Confluence Wealth Services
Pennsylvania
$204K +$204K +1,562 New
IIC
511
Ironwood Investment Counsel
Arizona
$204K +$204K +1,559 New
GIA
512
Gladstone Institutional Advisory
Florida
$203K +$203K +1,555 New
P
513
&Partners
Tennessee
$203K +$203K +1,550 New
GC
514
Garde Capital
Washington
$202K -$14.7K -113 -7%
CFGS
515
Concourse Financial Group Securities
Alabama
$195K -$26.5K -203 -12%
MCM
516
MV Capital Management
Maryland
$188K
RBC
517
Roble Belko & Company
Pennsylvania
$186K
BBHC
518
Brown Brothers Harriman & Co
New York
$184K +$184K +1,411 New
EW
519
Element Wealth
Mississippi
$182K
TCOV
520
Trust Company of Vermont
Vermont
$180K
DSC
521
Duncker Streett & Co
Missouri
$176K
SC
522
SouthState Corp
Florida
$173K
HIA
523
Harbor Investment Advisory
Maryland
$171K +$102K +780 +148%
MCM
524
MidAtlantic Capital Management
Virginia
$164K
IRAG
525
Investment Research & Advisory Group
Georgia
$164K