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

719 hedge funds and large institutions have $3.62B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 190 increasing their positions, 260 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
9.64%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
67
Increased
190
Reduced
260
Closed
45
Calls
$984K
Puts
–
Net Calls
+$984K
Net Calls Change
+$438K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$23.2M
2
WIA
World Investment Advisors
California
+$21.6M
3
AAP
Arax Advisory Partners
Colorado
+$18.5M
4
BAM
Belpointe Asset Management
Nevada
+$9.47M
5
FFL
Future Fund LLC
Illinois
+$8.54M

Top Sellers

1
OCM
One Capital Management
California
-$24.4M
2
Wells Fargo
Wells Fargo
California
-$13.9M
3
OAM
Oppenheimer Asset Management
New York
-$13.1M
4
MHS
M Holdings Securities
Oregon
-$12.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
526
Segment Wealth Management
Texas
$213K +$213K +1,600 New
TPWM
527
Twelve Points Wealth Management
Massachusetts
$211K +$211K +1,589 New
SAM
528
Synergy Asset Management
Washington
$209K +$209K +1,571 New
CWS
529
Confluence Wealth Services
Pennsylvania
$209K +$209K +1,569 New
QCM
530
QRG Capital Management
Illinois
$202K +$202K +1,520 New
HPM
531
Hoxton Planning & Management
West Virginia
$201K +$201K +1,510 New
TP
532
Tranquility Partners
Tennessee
$200K +$200K +1,506 New
AFM
533
Armstrong Fleming & Moore
District of Columbia
$200K +$200K +1,505 New
IA
534
IFG Advisors
Missouri
$200K +$200K +1,504 New
GC
535
Garde Capital
Washington
$197K – – –
ABWM
536
Alpine Bank Wealth Management
Colorado
$189K -$26.6K -200 -12%
BBHC
537
Brown Brothers Harriman & Co
New York
$188K – – –
KTC
538
Kentucky Trust Company
Kentucky
$186K – – –
LWCFA
539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
National Bank of Canada
540
National Bank of Canada
Quebec, Canada
$182K +$8.51K +64 +5%
EB
541
Eastern Bank
Massachusetts
$173K – – –
NEWAS
542
N.E.W. Advisory Services
Wisconsin
$166K -$56.8K -427 -25%
HIA
543
Harbor Investment Advisory
Maryland
$159K -$15.3K -115 -9%
FFL
544
Financial Freedom LLC
Ohio
$157K +$266 +2 +0.2%
MPCG
545
Matrix Private Capital Group
New York
$156K +$135K +1,016 +643%
AF
546
Alerus Financial
North Dakota
$152K +$152K +1,140 New
LFG
547
Larson Financial Group
Missouri
$152K -$64K -481 -30%
JGIA
548
Jackson Grant Investment Advisers
Connecticut
$150K +$399 +3 +0.3%
Bessemer Group
549
Bessemer Group
New Jersey
$150K -$130K -975 -46%
WAG
550
Windsor Advisory Group
Ohio
$147K – – –
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