We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

415 hedge funds and large institutions have $2.67B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 113

15% more funds holding

Funds holding: 361415 (+54)

10% more capital invested

Capital invested by funds: $2.42B → $2.67B (+$247M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.87% more ownership

Funds ownership: 105.53%108.4% (+2.9%)

6% more call options, than puts

Call options by funds: $614K | Put options by funds: $581K

Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
9.41%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
81
Increased
137
Reduced
113
Closed
24
Calls
$614K
Puts
$581K
Net Calls
+$33K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
226
Aurora Financial Advisors
Massachusetts
$444K +$437K +5,224 New
BL
227
Balentine LLC
Georgia
$434K
I
228
IberiaBank
Louisiana
$429K
BWA
229
BDO Wealth Advisors
Florida
$427K +$394K +4,708 +1,519%
BTNA
230
Bremer Trust National Association
Minnesota
$426K -$40.8K -488 -9%
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$425K +$29.3K +350 +8%
FMWA
232
Forvis Mazars Wealth Advisors
Missouri
$418K +$46.8K +560 +13%
BAS
233
Brown Advisory Securities
Maryland
$417K -$38.6K -462 -9%
NAM
234
NTV Asset Management
West Virginia
$417K
MCWS
235
McKinley Carter Wealth Services
West Virginia
$417K +$48.5K +580 +13%
VIA
236
Vantage Investment Advisors
Pennsylvania
$412K -$79.9K -956 -16%
AWM
237
Avior Wealth Management
Nebraska
$411K +$86.3K +1,032 +27%
SXL
238
Summit X LLC
Missouri
$408K -$16.6K -198 -4%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$398K -$42.8K -512 -10%
BSW
240
Buckingham Strategic Wealth
Missouri
$397K +$391K +4,670 New
SBSB
241
Sullivan, Bruyette, Speros & Blaney
Virginia
$382K -$14.4K -172 -4%
FWP
242
FAS Wealth Partners
Kansas
$380K +$1K +12 +0.3%
CF
243
Centaurus Financial
California
$375K +$368K +4,406 New
CL
244
CPWM LLC
Washington
$368K
BSB
245
Bangor Savings Bank
Maine
$367K
WTC
246
WhitTier Trust Company
Nevada
$366K
JIC
247
Johnson Investment Counsel
Ohio
$362K -$1K -12 -0.3%
RJT
248
Raymond James Trust
Florida
$361K +$355K +4,242 New
RPG
249
Risk Paradigm Group
Texas
$358K -$89K -1,064 -20%
AP
250
Advisor Partners
California
$357K +$32.4K +388 +11%