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

698 hedge funds and large institutions have $3.9B 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, 216 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+18
Holders Change %
+2.65%
% of All Funds
10.1%
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
216
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 %
GC
526
Garde Capital
Washington
$216K – – –
PWM
527
Perigon Wealth Management
California
$215K -$3.77K -27 -2%
HA
528
HFG Advisors
Ohio
$214K +$214K +1,533 New
SCP
529
Sivia Capital Partners
California
$214K +$214K +1,531 New
WKSWA
530
White Knight Strategic Wealth Advisors
New Jersey
$213K +$213K +1,526 New
CA
531
Claro Advisors
Massachusetts
$211K +$211K +1,513 New
TP
532
Tranquility Partners
Tennessee
$210K +$210K +1,506 New
HPM
533
Hoxton Planning & Management
West Virginia
$210K +$210K +1,503 New
ARC
534
Advisor Resource Council
Texas
$209K +$209K +1,500 New
MFWP
535
Mosaic Family Wealth Partners
Missouri
$209K +$209K +1,496 New
CPC
536
Consolidated Planning Corp
Georgia
$208K +$208K +1,493 New
CCM
537
Cambridge Capital Management
Illinois
$206K +$206K +1,476 New
CHA
538
Cooper/Haims Advisors
New York
$205K +$205K +1,472 New
TI
539
Trexquant Investment
Connecticut
$205K -$620K -4,446 -75%
IIC
540
Ironwood Investment Counsel
Arizona
$205K -$12.6K -90 -6%
IAS
541
Insigneo Advisory Services
Florida
$203K +$203K +1,454 New
OCM
542
Objective Capital Management
Ohio
$203K +$203K +1,454 New
KOC
543
Koss-Olinger Consulting
Florida
$202K +$202K +1,451 New
WPW
544
Waldron Private Wealth
Pennsylvania
$201K +$201K +1,442 New
SFS
545
Security Financial Services
Indiana
$201K +$201K +1,440 New
MCM
546
MV Capital Management
Maryland
$200K – – –
RBC
547
Roble Belko & Company
Pennsylvania
$198K – – –
BBHC
548
Brown Brothers Harriman & Co
New York
$197K – – –
TCOV
549
Trust Company of Vermont
Vermont
$191K – – –
DSC
550
Duncker Streett & Co
Missouri
$188K – – –
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