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iShares S&P Small-Cap 600 Growth ETF

468 hedge funds and large institutions have $2.88B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 153 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
-24
Holders Change %
-4.88%
% of All Funds
10.44%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.38%
New
63
Increased
153
Reduced
153
Closed
84
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
251
Simplicity Solutions
Minnesota
$435K +$213K +2,636 +96%
CCP
252
Corient Capital Partners
California
$432K
FWP
253
FAS Wealth Partners
Kansas
$430K +$59.6K +740 +16%
FNBOSM
254
First National Bank of South Miami
Florida
$420K +$420K +4,778 New
JF
255
JSF Financial
California
$415K +$415K +5,142 New
GRP
256
Global Retirement Partners
California
$407K -$22.9K -284 -5%
IWA
257
Intercontinental Wealth Advisors
Texas
$402K -$157K -1,950 -28%
CIR
258
Clear Investment Research
Georgia
$400K +$49.5K +614 +14%
BAS
259
Brown Advisory Securities
Maryland
$397K +$6.26K +78 +2%
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$396K
CCB
261
Cutter & Co Brokerage
Missouri
$395K -$39.7K -492 -9%
3AM
262
3D Asset Management
Connecticut
$392K +$3.07K +38 +0.8%
PMG
263
ProVise Management Group
Florida
$391K -$31K -384 -7%
LPWM
264
Lake Point Wealth Management
Texas
$387K +$387K +4,798 New
NAM
265
NTV Asset Management
West Virginia
$383K
WWM
266
Western Wealth Management
Colorado
$382K +$382K +4,774 New
MC
267
Moors & Cabot
Massachusetts
$378K +$10.3K +128 +3%
CFGS
268
Concourse Financial Group Securities
Alabama
$372K +$106K +1,316 +40%
Cerity Partners
269
Cerity Partners
New York
$372K +$205K +2,544 +123%
WTC
270
WhitTier Trust Company
Nevada
$370K +$7.41K +92 +2%
SXL
271
Summit X LLC
Missouri
$366K -$7.9K -98 -2%
WA
272
Wealthstar Advisors
Texas
$362K -$54.4K -674 -13%
WAM
273
Wealthspire Advisors (Maryland)
Maryland
$357K -$21.2K -262 -6%
JIC
274
Johnson Investment Counsel
Ohio
$354K
SBSB
275
Sullivan, Bruyette, Speros & Blaney
Virginia
$351K