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iShares S&P Small-Cap 600 Growth ETF

615 hedge funds and large institutions have $2.78B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 167 increasing their positions, 246 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-23
Holders Change %
-3.61%
% of All Funds
9.84%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.16%
New
41
Increased
167
Reduced
246
Closed
49
Calls
$839K
Puts
$418K
Net Calls
+$421K
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
576
Albion Financial Group
Utah
$17.4K
SWM
577
Sugarloaf Wealth Management
Georgia
$16.8K
AssetMark Inc
578
AssetMark Inc
California
$16.3K
AA
579
Addison Advisors
Vermont
$14.3K
NSIM
580
North Star Investment Management
Illinois
$14K
TIM
581
Tortoise Investment Management
New York
$13.6K
OHWP
582
Oak Harbor Wealth Partners
North Carolina
$12.3K
Barclays
583
Barclays
United Kingdom
$12K
FA
584
Faithward Advisors
Pennsylvania
$11.6K +$11.6K +110 New
FFA
585
Farther Finance Advisors
California
$11.2K -$23.7K -216 -68%
BLC
586
Brown, Lisle/Cummings
Rhode Island
$10.6K
CMBA
587
C.M. Bidwell & Associates
Hawaii
$9.46K
LFA
588
Legend Financial Advisors
Pennsylvania
$8.91K
BC
589
Barrett & Company
Rhode Island
$8.8K
ATC
590
Adirondack Trust Company
New York
$8.8K
AC
591
AlphaCore Capital
California
$8.4K
CWM
592
CarsonAllaria Wealth Management
Illinois
$6.92K -$1.23K -11 -15%
AWM
593
Abound Wealth Management
Tennessee
$6.71K
KM
594
Kalos Management
Georgia
$6.71K
OSNBOA
595
Old Second National Bank of Aurora
Illinois
$6.6K
MRCM
596
M&R Capital Management
New Jersey
$6.6K +$5.5K +50 +500%
SIS
597
Sound Income Strategies
Florida
$5.94K +$3.3K +30 +125%
GI
598
Gradient Investments
Minnesota
$5.5K -$4.84K -44 -47%
DAM
599
Delta Asset Management
Tennessee
$5.5K
LWA
600
Lowe Wealth Advisors
Maryland
$5.5K