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iShares S&P Small-Cap 600 Growth ETF

635 hedge funds and large institutions have $3.21B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 197 increasing their positions, 205 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-18
Holders Change %
-2.76%
% of All Funds
10.05%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
59
Increased
197
Reduced
205
Closed
66
Calls
$1.74M
Puts
$675K
Net Calls
+$1.06M
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
551
Bartlett & Co Wealth Management
Ohio
$40K +$40K +320 New
HWA
552
HHM Wealth Advisors
Tennessee
$40K +$40K +320 New
BC
553
Bartlett & Co
Ohio
$40K +$40K +320 New
PCTC
554
Perkins Coie Trust Company
Washington
$39K -$27K -216 -41%
EWM
555
Endurance Wealth Management
Rhode Island
$39K
FFA
556
Founders Financial Alliance
North Carolina
$37K
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$37K +$2.38K +19 +7%
CWP
558
Concord Wealth Partners
Virginia
$37K +$12K +97 +48%
CCA
559
Column Capital Advisors
Indiana
$36K
PP
560
PFS Partners
New Jersey
$35.8K
IBOK
561
Independence Bank of Kentucky
Kentucky
$35K
TWM
562
Tradition Wealth Management
Minnesota
$34K
HIA
563
Harbor Investment Advisory
Maryland
$32K
MCM
564
MV Capital Management
Maryland
$32K +$20.1K +159 +169%
Fuller & Thaler Asset Management
565
Fuller & Thaler Asset Management
California
$32K +$32K +252 New
CIA
566
Choate Investment Advisors
Massachusetts
$30K
ACK
567
Andrew C. Karlinski
$29K
AC
568
AlphaCore Capital
California
$27K
GTAM
569
Global Trust Asset Management
Florida
$26K
Kayne Anderson Rudnick Investment Management
570
Kayne Anderson Rudnick Investment Management
California
$25K -$3.75K -30 -13%
CIAS
571
Capital Investment Advisory Services
North Carolina
$25K
EWM
572
EPG Wealth Management
Georgia
$24K
CWC
573
Carolinas Wealth Consulting
North Carolina
$23K
SN
574
Sittner & Nelson
Oregon
$23K
JFGIW
575
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$23K +184 New