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

718 hedge funds and large institutions have $3.62B invested in iShares S&P Small-Cap 600 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 189 increasing their positions, 260 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+11
Holders Change %
+1.56%
% of All Funds
9.63%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
67
Increased
189
Reduced
260
Closed
45
Calls
$984K
Puts
–
Net Calls
+$984K
Net Calls Change
+$438K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$62.7M
2
WIA
World Investment Advisors
California
$23.9M
3
AAP
Arax Advisory Partners
Colorado
$18.5M
4
BAM
Belpointe Asset Management
Nevada
$9.47M
5
FFL
Future Fund LLC
Illinois
$8.54M

Top Sellers

1
OCM
One Capital Management
California
$16.6M
2
Wells Fargo
Wells Fargo
California
$149M
3
OAM
Oppenheimer Asset Management
New York
$13.1M
4
MHS
M Holdings Securities
Oregon
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
126
Courier Capital
New York
$3.75M -$31.9K -240 -0.8%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$3.7M +$11.2K +84 +0.3%
TFF
128
The Family Firm
Maryland
$3.69M +$104K +779 +3%
SC
129
Savant Capital
Illinois
$3.64M -$1.07M -8,007 -23%
IFA
130
Independence Financial Advisors
New Hampshire
$3.6M +$3.6M +27,088 New
PA
131
Pinnacle Associates
New York
$3.56M -$9.45K -71 -0.3%
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$3.49M +$1.25M +9,365 +56%
IWC
133
Integrated Wealth Concepts
Massachusetts
$3.45M +$198K +1,491 +6%
HAC
134
Harbor Advisory Corp
New Hampshire
$3.43M – – –
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$3.39M -$685K -5,147 -17%
CAG
136
Crestwood Advisors Group
Massachusetts
$3.35M -$120K -904 -3%
TFA
137
Tobias Financial Advisors
Florida
$3.27M -$36.7K -276 -1%
Citadel Advisors
138
Citadel Advisors
Florida
$3.26M -$1.15M -8,634 -26%
VC
139
Vicus Capital
Pennsylvania
$3.24M +$233K +1,751 +8%
PSF
140
Pacific Sun Financial
California
$3.22M -$79.6K -598 -2%
TWP
141
Total Wealth Planning
Ohio
$3.21M +$2.72M +20,441 +551%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$3.11M +$282K +2,121 +10%
BL
143
BFSG LLC
California
$3.09M +$19.6K +147 +0.6%
BEC
144
Blue Edge Capital
Virginia
$3.06M -$4.26K -32 -0.1%
VFG
145
Victory Financial Group
Texas
$3.03M -$118K -890 -4%
BWM
146
BKM Wealth Management
Wisconsin
$3.02M -$8.78K -66 -0.3%
QWP
147
Quotient Wealth Partners
Texas
$2.93M -$130K -979 -4%
PA
148
PSI Advisors
Florida
$2.92M +$1.3M +9,788 +81%
BFM
149
Broadview Financial Management
Wisconsin
$2.79M +$45.6K +343 +2%
AllianceBernstein
150
AllianceBernstein
Tennessee
$2.78M +$33K +248 +1%
4 5
6
7 8