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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 %
FFL
526
Financial Freedom LLC
Ohio
$152K +$261 +2 +0.2%
LWCFA
527
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$148K
National Bank of Canada
528
National Bank of Canada
Quebec, Canada
$148K
JGIA
529
Jackson Grant Investment Advisers
Connecticut
$146K +$261 +2 +0.2%
WAG
530
Windsor Advisory Group
Ohio
$144K
HPC
531
HM Payson & Co
Maine
$144K
ACA
532
Aptus Capital Advisors
Alabama
$140K +$140K +1,071 +53,550%
GWSG
533
GPS Wealth Strategies Group
Colorado
$140K -$33.7K -258 -19%
OFG
534
Oxford Financial Group
Indiana
$140K +$131 +1 +0.1%
TCG
535
Transcendent Capital Group
Oklahoma
$137K +$654 +5 +0.5%
MIM
536
Macroview Investment Management
Maryland
$136K +$4.58K +35 +3%
CT
537
Cambridge Trust
Massachusetts
$135K
HNB
538
Hilltop National Bank
Wyoming
$132K +$132K +1,010 New
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K
CTC
540
Central Trust Company
Missouri
$129K -$3.27K -25 -2%
TWC
541
TD Waterhouse Canada
Ontario, Canada
$128K
SSB
542
Sandy Spring Bank
Maryland
$123K -$30.7K -235 -20%
MFC
543
Mechanics Financial Corp
Ohio
$120K
EWM
544
Evermay Wealth Management
Virginia
$119K
HBW
545
Hazlett, Burt & Watson
West Virginia
$118K +$26.8K +207 +29%
CWC
546
Carolinas Wealth Consulting
North Carolina
$117K +$92.6K +708 +377%
SC
547
Stephens Consulting
Michigan
$115K +$81.5K +623 +240%
BWL
548
Bogart Wealth LLC
Virginia
$111K -$11.8K -90 -10%
T
549
Tidemark
California
$110K
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$109K -$2.88K -22 -3%