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iShares S&P Small-Cap 600 Growth ETF

350 hedge funds and large institutions have $2.3B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $2.46M

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2.86% more ownership

Funds ownership: 101.57%104.44% (+2.9%)

3% more capital invested

Capital invested by funds: $2.22B → $2.3B (+$76.8M)

0% more funds holding

Funds holding: 350350 (0)

9% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 120

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
350
Holders Change
Holders Change %
0%
% of All Funds
8.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
34
Increased
109
Reduced
120
Closed
29
Calls
$2.96M
Puts
$2.46M
Net Calls
+$501K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
226
McKinley Carter Wealth Services
West Virginia
$337K +$13.1K +170 +4%
WTC
227
WhitTier Trust Company
Nevada
$335K
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$326K +$36.9K +480 +13%
JIC
229
Johnson Investment Counsel
Ohio
$324K -$14.6K -190 -4%
PMG
230
ProVise Management Group
Florida
$321K -$26.9K -350 -8%
AWM
231
Affinity Wealth Management
Delaware
$321K -$12.1K -158 -4%
CIA
232
Capital Investment Advisors
Georgia
$308K +$13.7K +178 +5%
KSA
233
Ken Stern & Associates
California
$300K
AF
234
Affiance Financial
Minnesota
$299K -$4.31K -56 -1%
DWT
235
Dorsey & Whitney Trust
South Dakota
$295K +$291K +3,780 New
NL
236
NWAM LLC
Washington
$292K +$288K +3,750 New
FWCM
237
Ferguson Wellman Capital Management
Oregon
$289K -$2.31K -30 -0.8%
AP
238
Advisor Partners
California
$282K +$278K +3,620 New
AWM
239
Avior Wealth Management
Nebraska
$277K -$7.84K -102 -3%
GC
240
Garde Capital
Washington
$276K
GMA
241
Goldstein Munger & Associates
California
$275K
HCP
242
Holt Capital Partners
Texas
$273K
TH
243
TCTC Holdings
Texas
$273K
Millennium Management
244
Millennium Management
New York
$272K +$268K +3,488 New
AIM
245
Advantage Investment Management
Iowa
$269K -$976K -12,696 -79%
WA
246
WealthTrust Axiom
Pennsylvania
$266K
SBSB
247
Sullivan, Bruyette, Speros & Blaney
Virginia
$262K -$1.69K -22 -0.6%
QCMC
248
Quantum Capital Management (California)
California
$260K -$14K -182 -5%
HJA
249
Hugh Johnson Advisors
New York
$259K -$16.9K -220 -6%
MPI
250
Mairs & Power Inc
Minnesota
$258K