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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
RRC
301
Relaxing Retirement Coach
Massachusetts
$210K +$206K +2,466 New
HSA
302
HBK Sorce Advisory
Pennsylvania
$209K +$205K +2,452 New
WCF
303
West Coast Financial
California
$206K -$148K -1,764 -42%
KSA
304
Ken Stern & Associates
California
$206K -$115K -1,380 -36%
3AM
305
3D Asset Management
Connecticut
$206K -$2.17K -26 -1%
AIM
306
Advantage Investment Management
Iowa
$202K -$114K -1,364 -36%
CCM
307
Carlson Capital Management
Minnesota
$202K +$440K +5,260 New
MC
308
Moors & Cabot
Massachusetts
$200K +$191K +2,288 New
Manulife (Manufacturers Life Insurance)
309
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K +$12.2K +146 +7%
RFM
310
Royal Fund Management
Florida
$194K +$192K +2,292 New
GWM
311
Geneos Wealth Management
Colorado
$186K -$5.18K -62 -3%
PMFA
312
Plante Moran Financial Advisors
Michigan
$177K +$110K +1,310 +169%
HCA
313
Heck Capital Advisors
Wisconsin
$173K +$36.6K +438 +28%
KF
314
Krilogy Financial
Missouri
$168K +$4.35K +52 +3%
APA
315
American Portfolios Advisors
New York
$167K +$164K +1,962 New
BTIS
316
BB&T Investment Services
North Carolina
$164K
VFA
317
Valeo Financial Advisors
Indiana
$152K +$4.18K +50 +3%
VNA
318
Valley National Advisers
Pennsylvania
$151K
CBT
319
Central Bank & Trust
Kentucky
$148K
CTB
320
Country Trust Bank
Illinois
$146K
Bessemer Group
321
Bessemer Group
New Jersey
$143K
IF
322
Ironwood Financial
Arizona
$142K
TA
323
Townsend & Associates
Colorado
$141K +$138K +1,652 New
MFT
324
Moisand Fitzgerald Tamayo
Florida
$130K
ClearBridge Investments
325
ClearBridge Investments
New York
$127K