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

Top Sellers

1
CSA
1
Cottage Street Advisors
Massachusetts
$5.82M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
M&T Bank
3
M&T Bank
New York
$80.5M
4
Wells Fargo
4
Wells Fargo
California
$147M
5
LPL Financial
5
LPL Financial
California
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
151
Norwood Financial
Pennsylvania
$1.84M -$53.3K -485 -3%
UWPG
152
Ullmann Wealth Partners Group
Florida
$1.8M -$3.74K -34 -0.2%
CAG
153
Crestwood Advisors Group
Massachusetts
$1.79M -$160K -1,456 -8%
CA
154
Cetera Advisors
Colorado
$1.76M -$39.7K -361 -2%
HWM
155
HB Wealth Management
Georgia
$1.76M -$3.19K -29 -0.2%
NP
156
NorthRock Partners
Minnesota
$1.76M -$5.28K -48 -0.3%
LP
157
LGL Partners
Pennsylvania
$1.74M +$193K +1,758 +13%
JF
158
JSF Financial
California
$1.74M -$271K -2,465 -13%
MHS
159
M Holdings Securities
Oregon
$1.73M +$1.13M +10,232 +185%
SIA
160
Soltis Investment Advisors
Utah
$1.71M +$60.2K +548 +4%
ADL
161
Asset Dedication LLC
California
$1.69M +$250K +2,273 +17%
MCA
162
MSH Capital Advisors
Arizona
$1.63M +$56.1K +510 +4%
JWCA
163
J.W. Cole Advisors
Florida
$1.63M -$17.8K -162 -1%
CAM
164
Cresset Asset Management
Illinois
$1.58M +$167K +1,518 +12%
DIP
165
DT Investment Partners
Pennsylvania
$1.57M – – –
MFG
166
Midwest Financial Group
Kansas
$1.57M +$1.57M +14,251 New
WLIM
167
White Lighthouse Investment Management
Massachusetts
$1.57M +$2.31K +21 +0.1%
SWPG
168
Strategic Wealth Partners Group
Illinois
$1.55M +$164K +1,556 +12%
LWP
169
Lumature Wealth Partners
Georgia
$1.52M -$48.4K -440 -3%
IF
170
Ironwood Financial
Arizona
$1.52M +$18.8K +171 +1%
TIA
171
Tiemann Investment Advisors
California
$1.5M +$7.26K +66 +0.5%
PA
172
Parallel Advisors
California
$1.5M – – –
BP
173
Ballentine Partners
Massachusetts
$1.49M – – –
PIAS
174
PCA Investment Advisory Services
Ohio
$1.47M +$1.47M +13,334 New
SWP
175
Stratos Wealth Partners
Ohio
$1.44M -$36.7K -334 -2%
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7
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