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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 %
TRIA
151
Trail Ridge Investment Advisors
Colorado
$2.76M -$85.3K -638 -3%
ABC
152
Associated Banc-Corp
Wisconsin
$2.75M -$157K -1,178 -5%
TPCW
153
TD Private Client Wealth
New York
$2.72M -$72.5K -545 -3%
FAIM
154
Financial Advocates Investment Management
Washington
$2.69M -$450K -3,383 -14%
SAF
155
Smith Anglin Financial
Texas
$2.68M -$18.6K -140 -0.7%
CCMW
156
Cypress Capital Management (Wyoming)
Wyoming
$2.66M -$85.4K -642 -3%
BF
157
Baring Financial
Washington
$2.61M +$173K +1,297 +7%
MCA
158
MSH Capital Advisors
Arizona
$2.59M -$33.9K -255 -1%
NP
159
NorthRock Partners
Minnesota
$2.54M +$399 +3 +0%
SCP
160
Stevens Capital Partners
Nebraska
$2.46M +$891K +6,637 +57%
HF
161
HRT Financial
New York
$2.43M +$2.43M +18,275 New
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$2.4M +$179K +1,348 +8%
UWPG
163
Ullmann Wealth Partners Group
Florida
$2.35M -$5.19K -39 -0.2%
GSWM
164
Greenup Street Wealth Management
Michigan
$2.32M +$171K +1,285 +8%
CWM
165
Connecticut Wealth Management
Connecticut
$2.3M – – –
ADL
166
Asset Dedication LLC
California
$2.29M +$146K +1,095 +7%
NFC
167
Northeast Financial Consultants
Connecticut
$2.28M -$128K -964 -5%
LKWM
168
Lee-Kelleher Wealth Management
Maryland
$2.27M -$3.99K -30 -0.2%
TFG
169
Taylor Financial Group
Virginia
$2.27M +$108K +810 +5%
HWM
170
HB Wealth Management
Georgia
$2.25M – – –
SG
171
StoneX Group
New York
$2.24M -$260K -1,952 -10%
I
172
InvesTrust
Oklahoma
$2.24M -$931 -7 -0%
JWCA
173
J.W. Cole Advisors
Florida
$2.22M +$80.6K +606 +4%
SIA
174
Soltis Investment Advisors
Utah
$2.19M +$122K +918 +6%
PFA
175
Pathway Financial Advisors
Vermont
$2.18M -$70.8K -532 -3%
5 6
7
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