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iShares S&P Small-Cap 600 Growth ETF

638 hedge funds and large institutions have $4.18B invested in iShares S&P Small-Cap 600 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 184 increasing their positions, 200 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+47
Holders Change %
+7.95%
% of All Funds
10.29%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
97
Increased
184
Reduced
200
Closed
40
Calls
$607K
Puts
Net Calls
+$607K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Shares
Change %
MAWA
576
Moss Adams Wealth Advisors
Washington
$27K +$27K +250 New
HIA
577
Harbor Investment Advisory
Maryland
$25.7K
NRC
578
New Republic Capital
North Carolina
$22.9K +$22.9K +212 New
CAS
579
Coppell Advisory Solutions
Texas
$22.7K +$22.7K +210 New
CASC
580
Coppell Advisory Solutions Corp
Texas
$22.7K +$22.7K +210 New
GTAM
581
Global Trust Asset Management
Florida
$22.5K
Kayne Anderson Rudnick Investment Management
582
Kayne Anderson Rudnick Investment Management
California
$21.6K
KIA
583
Kraematon Investment Advisors
Massachusetts
$21.6K +$21.6K +200 New
MCM
584
MV Capital Management
Maryland
$21.2K -$21.3K -197 -50%
EWM
585
EPG Wealth Management
Georgia
$21K
CWC
586
Carolinas Wealth Consulting
North Carolina
$20.3K
SN
587
Sittner & Nelson
Oregon
$20.2K
TFM
588
TFC Financial Management
Massachusetts
$19.2K
BONH
589
Bank of New Hampshire
New Hampshire
$19K +$5.49K +52 +41%
HR
590
Howe & Rusling
New York
$18.8K
WWM
591
Wolff Wiese Magana
California
$18.8K
CB
592
CNB Bank
Pennsylvania
$17.7K
AFG
593
Albion Financial Group
Utah
$17K +$108 +1 +0.6%
SWM
594
Sugarloaf Wealth Management
Georgia
$16.5K
AssetMark Inc
595
AssetMark Inc
California
$16K
AA
596
Ancora Advisors
Ohio
$15K +$7.66K +70 +104%
AA
597
Addison Advisors
Vermont
$14K
NSIM
598
North Star Investment Management
Illinois
$13.7K
TIM
599
Tortoise Investment Management
New York
$13.4K
OHWP
600
Oak Harbor Wealth Partners
North Carolina
$12.1K