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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
$806M
2
Goldman Sachs
Goldman Sachs
New York
$57.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59.8M
4
LPL Financial
LPL Financial
California
$93.5M
5
UBS Group
UBS Group
Switzerland
$121M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$14.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$174M
4
UCFA
United Capital Financial Advisors
Texas
$22M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
176
DT Investment Partners
Pennsylvania
$1.83M – – –
BP
177
Ballentine Partners
Massachusetts
$1.79M – – –
LP
178
LGL Partners
Pennsylvania
$1.77M +$7.51K +60 +0.4%
GRP
179
Global Retirement Partners
California
$1.77M +$1.15M +9,573 +187%
CIA
180
Concurrent Investment Advisors
Florida
$1.77M +$1.77M +14,115 New
TIA
181
Tiemann Investment Advisors
California
$1.75M -$6.63K -53 -0.4%
FAN
182
Financial Advisors Network
California
$1.74M +$223K +1,785 +15%
WLIM
183
White Lighthouse Investment Management
Massachusetts
$1.73M -$5.88K -47 -0.3%
MCWS
184
McKinley Carter Wealth Services
West Virginia
$1.72M -$311K -2,483 -15%
Charles Schwab
185
Charles Schwab
California
$1.71M -$90.9K -726 -5%
IF
186
Ironwood Financial
Arizona
$1.7M -$10.9K -87 -0.6%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$1.68M -$253K -2,018 -13%
TFG
188
Taylor Financial Group
Virginia
$1.66M +$1.66M +13,226 New
WMWM
189
Whitaker-Myers Wealth Managers
Ohio
$1.61M +$124K +987 +8%
William Blair & Company
190
William Blair & Company
Illinois
$1.59M -$46.6K -372 -3%
NPFS
191
Novak & Powell Financial Services
Florida
$1.59M +$1.59M +12,713 New
CWM
192
Cranbrook Wealth Management
Michigan
$1.57M -$10.3K -82 -0.6%
PA
193
Parallel Advisors
California
$1.55M – – –
WWM
194
Western Wealth Management
Colorado
$1.54M +$432K +3,456 +39%
VC
195
Vicus Capital
Pennsylvania
$1.51M +$178K +1,420 +13%
MWM
196
Modera Wealth Management
New Jersey
$1.5M -$1K -8 -0.1%
PPC
197
Park Place Capital
Alabama
$1.5M -$39.3K -314 -3%
AFC
198
AFT Forsyth & Company
Florida
$1.47M +$2.13K +17 +0.1%
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
$1.44M -$36.9K -295 -3%
Brown Advisory
200
Brown Advisory
Maryland
$1.43M +$118K +944 +9%
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