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iShares S&P Small-Cap 600 Growth ETF

255 hedge funds and large institutions have $1.99B invested in iShares S&P Small-Cap 600 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $716K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

38% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 72

25% more capital invested

Capital invested by funds: $1.59B → $1.99B (+$400M)

5% more funds holding

Funds holding: 242255 (+13)

1.12% more ownership

Funds ownership: 111.59%112.71% (+1.1%)

Holders
255
Holders Change
+13
Holders Change %
+5.37%
% of All Funds
6.8%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
36
Increased
99
Reduced
72
Closed
20
Calls
$2.47M
Puts
$716K
Net Calls
+$1.76M
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$80K -$5.14K -82 -6%
BKA
227
Brick & Kyle Associates
Pennsylvania
$68K
ONB
228
Old National Bancorp
Indiana
$56K +$53.5K +854 New
WRM
229
Westport Resources Management
Connecticut
$52K +$125 +2 +0.2%
GWM
230
Gupta Wealth Management
California
$52K +$50.1K +800 New
IWMPD
231
Integrated Wealth Management (Palm Desert)
California
$52K +$50.1K +800 New
Bessemer Group
232
Bessemer Group
New Jersey
$47K
BRWM
233
B. Riley Wealth Management
Tennessee
$42K -$16.7K -266 -29%
GAM
234
Gemmer Asset Management
California
$41K
KTC
235
Kistler-Tiffany Companies
Pennsylvania
$36K
WCM
236
Wealthcare Capital Management
Virginia
$35K +$33.2K +530 New
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
PRS
238
Pinkerton Retirement Specialists
Idaho
$32K -$11M -175,724 -100%
JWA
239
JFS Wealth Advisors
Pennsylvania
$32K
NFG
240
Next Financial Group
Texas
$32K +$14.5K +232 +87%
SSB
241
Sandy Spring Bank
Maryland
$29K
WTB
242
Washington Trust Bank
Washington
$27K
MWP
243
MYCIO Wealth Partners
Pennsylvania
$24K +$125 +2 +0.5%
LNB
244
Ledyard National Bank
$22K
LWM
245
LBA Wealth Management
Florida
$20K
TDC
246
Thompson Davis & Co
Virginia
$18K -$8.52K -136 -33%
FNBT
247
FineMark National Bank & Trust
Florida
$16K -$30.3K -484 -66%
SEI Investments
248
SEI Investments
Pennsylvania
$12K -$877 -14 -7%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$10.9K
S
250
SignatureFD
Georgia
$10K +$6.27K +100 +192%