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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 %
FHB
201
First Hawaiian Bank
Hawaii
$1.64M -$47.6K -358 -3%
PAS
202
Park Avenue Securities
New York
$1.62M +$341K +2,565 +27%
CWM
203
Cranbrook Wealth Management
Michigan
$1.59M +$266 +2 +0%
IF
204
Ironwood Financial
Arizona
$1.57M – – –
AFC
205
AFT Forsyth & Company
Florida
$1.57M +$798 +6 +0.1%
SIA
206
Sovereign Investment Advisors
Arizona
$1.54M +$20.4K +153 +1%
USCWA
207
U.S. Capital Wealth Advisors
Texas
$1.47M +$7.05K +53 +0.5%
Charles Schwab
208
Charles Schwab
California
$1.46M -$72.1K -542 -5%
MCWS
209
McKinley Carter Wealth Services
West Virginia
$1.46M -$124K -931 -8%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$1.45M -$7.72K -58 -0.5%
UB
211
Umpqua Bank
Oregon
$1.44M +$304K +2,253 +27%
WANY
212
Wealthspire Advisors (New York)
New York
$1.42M +$29.9K +225 +2%
William Blair & Company
213
William Blair & Company
Illinois
$1.42M -$48.2K -362 -3%
RIA
214
Regal Investment Advisors
Michigan
$1.41M -$25.4K -191 -2%
LP
215
LGL Partners
Pennsylvania
$1.41M +$3.21K +24 +0.2%
AF
216
Allworth Financial
California
$1.4M +$389K +2,926 +38%
MC
217
Moors & Cabot
Massachusetts
$1.4M +$40.6K +305 +3%
BAM
218
Beaumont Asset Management
Texas
$1.39M -$7.72K -58 -0.6%
RDFA
219
Ritter Daniher Financial Advisory
Ohio
$1.38M +$69.1K +519 +5%
NA
220
NewEdge Advisors
Louisiana
$1.37M +$78K +586 +6%
WT
221
Whittier Trust
California
$1.37M -$14.5K -109 -1%
AA
222
Alesco Advisors
New York
$1.36M – – –
EWA
223
EP Wealth Advisors
California
$1.35M +$14.5K +109 +1%
WTC
224
WhitTier Trust Company
Nevada
$1.33M +$268K +2,012 +25%
KWM
225
Keebeck Wealth Management
Illinois
$1.32M -$7.48M -56,203 -85%
7 8
9
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