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

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

Top Buyers

1
WIA
World Investment Advisors
California
$23.7M
2
PWM
PRW Wealth Management
Massachusetts
$6.39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$189M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.4M
5
EWA
EP Wealth Advisors
California
$4.01M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
$5.82M
2
AWA
Arete Wealth Advisors
Illinois
$0
3
M&T Bank
M&T Bank
New York
$80.5M
4
Wells Fargo
Wells Fargo
California
$147M
5
LPL Financial
LPL Financial
California
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
626
Thrivent Financial for Lutherans
Minnesota
– -$535K -4,921 Closed
OAP
627
One Advisory Partners
Kansas
– -$351K -3,251 Closed
T
628
TCWP
Ohio
– -$346K -3,202 Closed
MYIA
629
Mount Yale Investment Advisors
Colorado
– -$305K -2,824 Closed
Marshall Wace
630
Marshall Wace
United Kingdom
– -$303K -2,800 Closed
PCIA
631
Prime Capital Investment Advisors
Kansas
– -$299K -2,766 Closed
NA
632
Nottingham Advisors
New York
– -$296K -2,741 Closed
BPWM
633
Badgley Phelps Wealth Managers
Washington
– -$240K -2,216 Closed
KA
634
Kovack Advisors
Florida
– -$226K -2,089 Closed
GCM
635
Gallacher Capital Management
Colorado
– -$225K -2,083 Closed
CA
636
Claro Advisors
Massachusetts
– -$217K -2,013 Closed
PAS
637
Park Avenue Securities
New York
– -$217K -2,007 Closed
SFMG
638
Sage Financial Management Group
Virginia
– -$215K -1,992 Closed
IIC
639
Ironwood Investment Counsel
Arizona
– -$212K -1,957 Closed
WA
640
Wambolt & Associates
Colorado
– -$207K -1,917 Closed
SBH
641
Segall Bryant & Hamill
Illinois
– -$206K -1,912 Closed
CWM
642
Congress Wealth Management
Massachusetts
– -$206K -1,907 Closed
HFA
643
High Falls Advisors
New York
– -$206K -1,907 Closed
MCM
644
Mill Capital Management
North Carolina
– -$163K -1,510 Closed
CF
645
Centaurus Financial
California
– -$125K -1,152 Closed
AF
646
Affiance Financial
Minnesota
– -$82.1K -760 Closed
RIA
647
Realta Investment Advisors
Delaware
– -$74.5K -690 Closed
LFA
648
LGT Financial Advisors
Texas
– -$65.2K -603 Closed
PFO
649
Pathstone Family Office
New Jersey
– -$1.18M -464 Closed
FPB
650
First PREMIER Bank
South Dakota
– -$49K -450 Closed
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