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iShares S&P Small-Cap 600 Growth ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$364M 3,311,420 +3,691 +0.1%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$189M 1,719,699 +55,460 +3%
Bank of America
3
Bank of America
North Carolina
$181M 1,648,979 -57,704 -3%
Wells Fargo
4
Wells Fargo
California
$147M 1,339,699 -277,308 -17%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$145M 1,315,637 -85,690 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$102M 930,273 -65,809 -7%
UBS Group
7
UBS Group
Switzerland
$97.1M 882,848 -44,237 -5%
M&T Bank
8
M&T Bank
New York
$80.5M 732,564 -647,249 -47%
LPL Financial
9
LPL Financial
California
$66.6M 605,408 -239,876 -28%
UCFA
10
United Capital Financial Advisors
Texas
$58M 527,610 -18,768 -3%
Ameriprise
11
Ameriprise
Minnesota
$52.4M 477,091 -104,766 -18%
GT
12
Glenmede Trust
Pennsylvania
$44.8M 407,904 -15,520 -4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$38.9M 353,934 -44,746 -11%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$30.6M 278,243 -52,938 -16%
OCM
15
One Capital Management
California
$29.5M 268,213 +27,991 +12%
MML Investors Services
16
MML Investors Services
Massachusetts
$27.1M 246,836 +7,682 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$27.1M 246,646 -18,967 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26.7M 242,811 -58,738 -19%
WIA
19
World Investment Advisors
California
$23.7M 215,414 +197,840 +1,126%
SFI
20
SPC Financial Inc
Maryland
$22M 200,419 +13,052 +7%
HighTower Advisors
21
HighTower Advisors
Illinois
$21.8M 198,321 +3,846 +2%
BFA
22
Beaumont Financial Advisors
Massachusetts
$20.7M 188,730 -4,795 -2%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$20.7M 188,577 -3,224 -2%
Mariner
24
Mariner
Kansas
$19.8M 179,640 -97,709 -35%
Stifel Financial
25
Stifel Financial
Missouri
$19.2M 174,348 -25,160 -13%