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iShares S&P Small-Cap 600 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
201
Sovereign Investment Advisors
Arizona
$1.43M +$8.39K +67 +0.6%
BAM
202
Beaumont Asset Management
Texas
$1.42M +$985K +7,875 +225%
IWC
203
Integrated Wealth Concepts
Massachusetts
$1.42M -$862K -6,885 -38%
RA
204
Ruggaard & Associates
Ohio
$1.39M -$107K -857 -7%
AA
205
Alesco Advisors
New York
$1.37M -$3.75K -30 -0.3%
WT
206
Whittier Trust
California
$1.35M -$14.1K -113 -1%
ASN
207
Advisory Services Network
Georgia
$1.34M -$64.1K -512 -5%
CI
208
Conning Inc
Connecticut
$1.34M -$78.2K -625 -6%
MWA
209
Midland Wealth Advisors
Illinois
$1.32M +$1.32M +10,576 New
SC
210
Slow Capital
California
$1.32M -$22.7K -181 -2%
DWMS
211
Dominguez Wealth Management Solutions
Virginia
$1.31M +$3K +24 +0.2%
SFS
212
Sowell Financial Services
Arkansas
$1.3M +$1.3M +10,349 New
JFA
213
JNBA Financial Advisors
Minnesota
$1.29M -$2K -16 -0.2%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$1.28M +$1.28M +10,194 New
EK
215
Evensky & Katz
Florida
$1.26M +$4.51K +36 +0.4%
WANY
216
Wealthspire Advisors (New York)
New York
$1.24M -$185K -1,478 -13%
RIA
217
Regal Investment Advisors
Michigan
$1.24M +$14.9K +119 +1%
EWA
218
Exencial Wealth Advisors
Oklahoma
$1.23M +$510K +4,078 +70%
WH
219
Willner & Heller
California
$1.21M +$1.21M +9,661 New
RB
220
Renasant Bank
Mississippi
$1.19M
CAL
221
Capital Analysts LLC
Pennsylvania
$1.17M -$23.8K -190 -2%
NA
222
NewEdge Advisors
Louisiana
$1.17M +$5.21K +42 +0.4%
Citadel Advisors
223
Citadel Advisors
Florida
$1.16M +$273K +2,185 +31%
RDFA
224
Ritter Daniher Financial Advisory
Ohio
$1.16M +$386K +3,085 +50%
PAA
225
Peregrine Asset Advisers
Oregon
$1.13M -$375 -3 -0%