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iShares S&P Small-Cap 600 Growth ETF
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Overview Fund Activity

335 hedge funds and large institutions have $2.07B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+35
Holders Change %
+11.67%
% of All Funds
8.39%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
57
Increased
143
Reduced
78
Closed
20
Calls
$963K
Puts
$1.47M
Net Calls
-$507K
Net Calls Change
-$973K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$268M
2
BCM
Brookstone Capital Management
Illinois
$10.5M
3
Bank of America
Bank of America
North Carolina
$135M
4
Ameriprise
Ameriprise
Minnesota
$32M
5
UBS Group
UBS Group
Switzerland
$70.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$246M
2
NFG
Noven Financial Group
Colorado
$15.6M
3
IA
IndexIQ Advisors
New York
$215K
4
FA
FCG Advisors
New Jersey
$0
5
BRWA
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
226
Moneta Group Investment Advisors
Missouri
$308K – – –
LCM
227
Liberty Capital Management
Michigan
$307K – – –
FWCM
228
Ferguson Wellman Capital Management
Oregon
$307K +$5.55K +74 +2%
WI
229
WBI Investments
New Jersey
$298K +$298K +3,968 New
AF
230
Affiance Financial
Minnesota
$292K +$4.2K +56 +1%
CG
231
Caprock Group
Idaho
$290K +$290K +3,868 New
CIA
232
Capital Investment Advisors
Georgia
$280K +$2.85K +38 +1%
AWM
233
Avior Wealth Management
Nebraska
$278K +$16K +214 +6%
ATIA
234
American Trust Investment Advisors
New Hampshire
$263K -$1.5K -20 -0.6%
TH
235
TCTC Holdings
Texas
$262K – – –
HCP
236
Holt Capital Partners
Texas
$262K – – –
WA
237
WealthTrust Axiom
Pennsylvania
$256K – – –
1832 Asset Management
238
1832 Asset Management
Ontario, Canada
$256K +$128K +1,700 +100%
GC
239
Garde Capital
Washington
$253K +$253K +3,376 New
MPI
240
Mairs & Power Inc
Minnesota
$248K – – –
WCF
241
West Coast Financial
California
$244K -$11.3K -150 -4%
SI
242
SII Investments
Wisconsin
$240K -$30.3K -400 -11%
CCFCSB
243
Cape Cod Five Cents Savings Bank
Massachusetts
$237K +$237K +3,162 New
MCWS
244
McKinley Carter Wealth Services
West Virginia
$234K +$234K +3,116 New
SBIA
245
Sheaff Brock Investment Advisors
Indiana
$234K +$234K +3,116 New
M
246
MOTCO
Texas
$232K -$31.5K -420 -12%
AC
247
Alexandria Capital
Virginia
$232K – – –
NFG
248
Nations Financial Group
Iowa
$230K -$25.5K -340 -10%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$229K +$216K +2,880 +1,714%
First Trust Advisors
250
First Trust Advisors
Illinois
$225K -$6.16K -82 -3%
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10
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