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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
RBC
326
Roble Belko & Company
Pennsylvania
$121K
AWA
327
Acorn Wealth Advisors
Michigan
$119K +$116K +1,384 New
DSC
328
Duncker Streett & Co
Missouri
$115K
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$113K -$17.1K -204 -13%
SWA
330
Sutton Wealth Advisors
Florida
$113K
CA
331
Calton & Associates
Florida
$104K +$97.8K +1,170 New
WTB
332
Washington Trust Bank
Washington
$102K -$170K -2,038 -63%
LWM
333
Lenox Wealth Management
Ohio
$99K
JGIA
334
Jackson Grant Investment Advisers
Connecticut
$90K +$502 +6 +0.6%
SSB
335
Sandy Spring Bank
Maryland
$87K
FMTCOCP
336
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80.8K
CBT
337
Capital Bank & Trust
California
$78K +$76.8K +918 New
GAM
338
Gemmer Asset Management
California
$74K
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$44.5K +532 +161%
SMG
340
Spectrum Management Group
Indiana
$71K
FIB
341
First Interstate Bank
Montana
$68K
ADL
342
Asset Dedication LLC
California
$68K +$8.7K +104 +15%
CG
343
Cutler Group
California
$68K +$66.9K +800 New
OC
344
Oakworth Capital
Alabama
$65K -$17.1K -204 -21%
QCG
345
Quadrant Capital Group
Ohio
$64K +$335 +4 +0.5%
IFA
346
Interactive Financial Advisors
Illinois
$55K -$25.1K -300 -32%
HWP
347
Hefty Wealth Partners
Indiana
$54K
PG
348
Patten Group
Tennessee
$54K +$50.2K +600 +1,667%
WCAMG
349
Woodard & Company Asset Management Group
North Carolina
$54K +$53.4K +638 New
PCTC
350
Perkins Coie Trust Company
Washington
$53K -$8.36K -100 -14%