We are live on
!
Find out more
iShares S&P Small-Cap 600 Growth ETF
242 hedge funds and large institutions have $1.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
279% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 14
87% more call options, than puts
Call options by funds: $3.55M | Put options by funds: $1.9M
20% more capital invested
Capital invested by funds: $1.32B → $1.59B (+$267M)
19% more funds holding
Funds holding: 204 → 242 (+38)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
8.98% more ownership
Funds ownership: 102.61% → 111.59% (+9%)
4% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 75
Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
53
Increased
72
Reduced
75
Closed
14
Calls
$3.55M
Puts
$1.9M
Net Calls
+$1.65M
Net Calls Change
-$3.73M
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$68.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.4M |
| 3 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$13.9M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$13.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.3M |
Top Sellers
| 1 |
M&T Bank
Buffalo,
New York
|
-$15.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.69M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIAN
251
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$241K | -4,282 | Closed |
|
|
CWM
252
Concert Wealth Management
San Jose,
California
| – | -$238K | -4,224 | Closed |
|
|
SI
253
SII Investments
Appleton,
Wisconsin
| – | -$203K | -3,584 | Closed |
|
|
PTC
254
Private Trust Company
Cleveland,
Ohio
| – | -$135K | -2,394 | Closed |
|
|
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$37K | -660 | Closed |
|
|
EWM
256
Elite Wealth Management
Kirkland,
Washington
| – | -$16K | -292 | Closed |
|
257
Parallax Volatility Advisers
San Francisco,
California
| – | +$117 | +2 | New |
|
|
NMIS
258
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | +$352 | +6 | New |
|