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

665 hedge funds and large institutions have $3.61B invested in iShares S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+53
Holders Change %
+8.66%
% of All Funds
9.75%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
97
Increased
190
Reduced
199
Closed
35
Calls
$1.67M
Puts
$735K
Net Calls
+$937K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
Goldman Sachs
Goldman Sachs
New York
+$47.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.2M
4
LPL Financial
LPL Financial
California
+$15.3M
5
UBS Group
UBS Group
Switzerland
+$9.14M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$44.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.8M
4
UCFA
United Capital Financial Advisors
Texas
-$16.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
576
Newbridge Financial Services Group
Florida
$40.5K +$250 +2 +0.6%
PCTC
577
Perkins Coie Trust Company
Washington
$39K – – –
TWD
578
True Wealth Design
Ohio
$37.5K – – –
TCA
579
Trifecta Capital Advisors
Illinois
$37.5K – – –
FFA
580
Founders Financial Alliance
North Carolina
$36.8K – – –
CAS
581
Coppell Advisory Solutions
Texas
$36.3K +$10K +80 +38%
IBOK
582
Independence Bank of Kentucky
Kentucky
$35K – – –
TWM
583
Tradition Wealth Management
Minnesota
$34K – – –
HWM
584
Horizons Wealth Management
North Carolina
$33.8K -$8.76K -70 -21%
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$33.7K – – –
SC
586
Stephens Consulting
Michigan
$32.5K +$15.8K +126 +94%
DAC
587
Dividend Assets Capital
South Carolina
$32K – – –
CIAS
588
Capital Investment Advisory Services
North Carolina
$31.5K -$4K -32 -11%
BCWM
589
Bartlett & Co Wealth Management
Ohio
$30K – – –
BC
590
Bartlett & Co
Ohio
$30K – – –
RFS
591
Richardson Financial Services
Massachusetts
$28K +$28K +224 New
EWM
592
EPG Wealth Management
Georgia
$27.5K – – –
AA
593
Ancora Advisors
Ohio
$25.4K – – –
BlackRock
594
BlackRock
New York
$25.3K – – –
KFS
595
Kelly Financial Services
Massachusetts
$25.1K -$3.75K -30 -13%
PCM
596
Perritt Capital Management
Illinois
$25.1K – – –
TFM
597
TFC Financial Management
Massachusetts
$25K -$2.75K -22 -10%
Kayne Anderson Rudnick Investment Management
598
Kayne Anderson Rudnick Investment Management
California
$25K – – –
BONH
599
Bank of New Hampshire
New Hampshire
$23.8K – – –
CWC
600
Carolinas Wealth Consulting
North Carolina
$23.5K – – –
22 23
24
25 26