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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
SWM
251
Sequoia Wealth Management
Illinois
$348K +$338K +4,036 New
CG
252
Caprock Group
Idaho
$341K +$323K +3,868 New
PMG
253
ProVise Management Group
Florida
$339K
CCB
254
Cutter & Co Brokerage
Missouri
$335K +$23.4K +280 +8%
MCM
255
Mainstay Capital Management
Michigan
$328K +$322K +3,854 New
AF
256
Affiance Financial
Minnesota
$327K
PPA
257
Parametric Portfolio Associates
Washington
$325K +$67.2K +804 +27%
DWT
258
Dorsey & Whitney Trust
South Dakota
$322K
AA
259
Advisory Alpha
Michigan
$319K +$301K +3,604 New
CIA
260
Capital Investment Advisors
Georgia
$315K -$8.36K -100 -3%
WGCA
261
Wolf Group Capital Advisors
Virginia
$311K +$23.2K +278 +4%
PWM
262
Perigon Wealth Management
California
$310K +$64.4K +770 +27%
HCP
263
Holt Capital Partners
Texas
$298K
TH
264
TCTC Holdings
Texas
$298K
WP
265
WealthPLAN Partners
Nebraska
$296K +$10.2K +122 +4%
CWM
266
Cornerstone Wealth Management
Missouri
$292K +$31.6K +378 +13%
KA
267
Kovack Advisors
Florida
$291K +$286K +3,422 New
WA
268
WealthTrust Axiom
Pennsylvania
$290K
CWM
269
Cabot Wealth Management
Massachusetts
$286K -$836 -10 -0.3%
BFC
270
Bedel Financial Consulting
Indiana
$285K +$280K +3,354 New
PFS
271
Prospera Financial Services
Texas
$284K +$277K +3,316 New
GMA
272
Goldstein Munger & Associates
California
$282K
MPI
273
Mairs & Power Inc
Minnesota
$282K
HJA
274
Hugh Johnson Advisors
New York
$273K -$3.35K -40 -1%
SIC
275
Sigma Investment Counselors
Michigan
$271K