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

665 hedge funds and large institutions have $3.61B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+53
Holders Change %
+8.66%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
97
Increased
190
Reduced
199
Closed
35
Calls
$1.67M
Puts
$735K
Net Calls
+$937K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
Goldman Sachs
Goldman Sachs
New York
+$47.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.2M
4
LPL Financial
LPL Financial
California
+$15.3M
5
UBS Group
UBS Group
Switzerland
+$9.14M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$44.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.8M
4
UCFA
United Capital Financial Advisors
Texas
-$16.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
526
Laurel Wealth Advisors (North Carolina)
North Carolina
$126K +$500 +4 +0.4%
MIM
527
Macroview Investment Management
Maryland
$126K +$6.63K +53 +6%
TWC
528
TD Waterhouse Canada
Ontario, Canada
$121K – – –
BWL
529
Bogart Wealth LLC
Virginia
$118K – – –
MFC
530
Mechanics Financial Corp
Ohio
$115K – – –
EWM
531
Evermay Wealth Management
Virginia
$114K – – –
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$107K -$8.01K -64 -7%
T
533
Tidemark
California
$105K +$105K +840 New
LCM
534
Logan Capital Management
Pennsylvania
$104K – – –
BWP
535
Baldwin Wealth Partners
Massachusetts
$101K -$4.51K -36 -4%
CCM
536
Chilton Capital Management
Texas
$100K – – –
TAM
537
Townsend Asset Management
North Carolina
$91.3K – – –
HBW
538
Hazlett, Burt & Watson
West Virginia
$88K +$35.1K +281 +66%
PFM
539
Phillips Financial Management
Indiana
$87.7K -$5.88K -47 -6%
ST
540
Smithfield Trust
Pennsylvania
$87K – – –
AP
541
Atwood & Palmer
Missouri
$82.3K – – –
WCAMG
542
Woodard & Company Asset Management Group
North Carolina
$79.8K – – –
PO
543
Private Ocean
California
$77.6K – – –
FFC
544
First Financial Corp
Indiana
$75.1K – – –
SIC
545
Salem Investment Counselors
North Carolina
$74.6K – – –
NSG
546
Nalls Sherbakoff Group
Tennessee
$73.6K -$17.8K -142 -19%
BFPW
547
BOK Financial Private Wealth
Colorado
$70.5K +$5.51K +44 +8%
CPA
548
Cardiff Park Advisors
California
$67.6K – – –
FP
549
Financial Perspectives
Minnesota
$67.5K +$1.38K +11 +2%
HIA
550
Harbor Investment Advisory
Maryland
$65.9K – – –
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