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

699 hedge funds and large institutions have $3.91B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 227 increasing their positions, 217 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+18
Holders Change %
+2.64%
% of All Funds
10.11%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
63
Increased
227
Reduced
217
Closed
39
Calls
$1.24M
Puts
$237K
Net Calls
+$1M
Net Calls Change
-$152K

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$154M
2
RFM
Royal Fund Management
Florida
+$25M
3
CJH
Christopher J. Hasenberg
Wisconsin
+$22.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$18.6M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$14.4M

Top Sellers

1
WIA
World Investment Advisors
California
-$29.8M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.3M
3
PFS
Prospera Financial Services
Texas
-$8.16M
4
CWM
Cordatus Wealth Management
Pennsylvania
-$7.18M
5
PL
Polianta Ltd
Jersey
-$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
501
Valley National Advisers
Pennsylvania
$248K – – –
PPWM
502
PFG Private Wealth Management
Florida
$246K – – –
CPIA
503
Cornell Pochily Investment Advisors
New York
$245K +$558 +4 +0.2%
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$244K +$3.07K +22 +1%
FHC
505
First Heartland Consultants
Missouri
$243K -$12K -86 -5%
PAS
506
Park Avenue Securities
New York
$243K +$243K +1,739 New
FPAS
507
Focus Partners Advisor Solutions
Missouri
$243K -$4.74K -34 -2%
PWM
508
PBMares Wealth Management
Virginia
$236K +$236K +1,689 New
DC
509
Destiny Capital
Colorado
$232K +$232K +1,706 New
TCG
510
Transcendent Capital Group
Oklahoma
$231K +$85.9K +616 +59%
HFS
511
Heritage Financial Services
Massachusetts
$231K -$2.23K -16 -1%
KTA
512
Keeley-Teton Advisors
Illinois
$230K – – –
GKWIM
513
Gerber Kawasaki Wealth & Investment Management
California
$229K +$40.5K +290 +21%
BMC
514
Beaton Management Company
Massachusetts
$229K – – –
UCB
515
United Community Bank
South Carolina
$228K – – –
NWAG
516
Net Worth Advisory Group
Utah
$228K +$228K +1,635 New
SWM
517
Silverlake Wealth Management
Vermont
$228K – – –
GCM
518
Gallacher Capital Management
Colorado
$228K – – –
ABWM
519
Alpine Bank Wealth Management
Colorado
$226K +$226K +1,622 New
SWM
520
Segment Wealth Management
Texas
$223K – – –
HIMC
521
Heritage Investors Management Corp
Maryland
$223K – – –
TPWM
522
Twelve Points Wealth Management
Massachusetts
$222K – – –
UL
523
Unionview LLC
Washington
$220K +$837 +6 +0.4%
SAM
524
Synergy Asset Management
Washington
$219K – – –
CWS
525
Confluence Wealth Services
Pennsylvania
$219K +$976 +7 +0.4%
19 20
21
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