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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
PMFA
301
Plante Moran Financial Advisors
Michigan
$60K
IIC
302
Integrated Investment Consultants
Michigan
$59K
QCG
303
Quadrant Capital Group
Ohio
$58K
PCTC
304
Perkins Coie Trust Company
Washington
$56K
PG
305
Patten Group
Tennessee
$50K
HWP
306
Hefty Wealth Partners
Indiana
$49K +$49.1K +638 New
WTB
307
Washington Trust Bank
Washington
$48K
NSB
308
Norway Savings Bank
Maine
$47K
ADL
309
Asset Dedication LLC
California
$42K -$3.38K -44 -8%
AIA
310
Armor Investment Advisors
North Carolina
$41K
RWA
311
Ropes Wealth Advisors
Massachusetts
$41K
Barclays
312
Barclays
United Kingdom
$40K
EFSCE
313
Enterprise Financial Services Corp (EFSC)
Missouri
$39K
PRS
314
Pinkerton Retirement Specialists
Idaho
$39K
SIAP
315
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K +$13.7K +178 +66%
RFWA
316
RPg Family Wealth Advisory
Massachusetts
$33.2K
CCM
317
Cribstone Capital Management
Maine
$31K
ECM
318
Exchange Capital Management
Michigan
$31K
LNB
319
Ledyard National Bank
$27K
TDC
320
Thompson Davis & Co
Virginia
$27K
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$25K
EA
322
Edge Advisors
Georgia
$24K
GBBWRPM
323
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K
JWA
324
JFS Wealth Advisors
Pennsylvania
$22K -$10.8K -140 -33%
BWM
325
Baystate Wealth Management
Massachusetts
$21K