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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
BlackRock
326
BlackRock
New York
$20K -$3.23K -42 -14%
CP
327
Corbenic Partners
Pennsylvania
$20K
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$17K
BRC
329
Bell Rock Capital
Delaware
$16K +$15.4K +200 New
AssetMark Inc
330
AssetMark Inc
California
$14K
TIM
331
Tortoise Investment Management
New York
$13K
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$11.9K
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$11K
PA
334
Parallel Advisors
California
$9K -$10K -130 -52%
DAM
335
Delta Asset Management
Tennessee
$9K
PS
336
Portfolio Solutions
Michigan
$8K
SFG
337
SevenBridge Financial Group
Pennsylvania
$8K
WAM
338
Watermark Asset Management
California
$8K
VWA
339
V Wealth Advisors
Kansas
$7K +$6.92K +90 New
AOWM
340
Alpha Omega Wealth Management
Virginia
$6K
YWP
341
YorkBridge Wealth Partners
New York
$6K
HI
342
Hudock Inc
Pennsylvania
$5K -$811K -10,546 -99%
RFA
343
Reilly Financial Advisors
California
$5K +$4.61K +60 New
SAM
344
Shamrock Asset Management
Texas
$5K +$5.23K +68 New
SBL
345
Sargent Bickham Lagudis
Colorado
$4K
WEC
346
Winslow Evans & Crocker
Massachusetts
$3.43K
GI
347
Gradient Investments
Minnesota
$3K -$5.69K -74 -63%
PK
348
Pflug Koory
Nebraska
$2K
FM
349
Forward Management
California
$1K +$615 +8 New
MWM
350
MinichMacGregor Wealth Management
New York
$1K +$1.54K +20 New