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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
BWL
351
Bogart Wealth LLC
Virginia
$53K
PFBT
352
Parkside Financial Bank & Trust
Missouri
$51K -$15.1K -180 -23%
CCM
353
Covington Capital Management
California
$51K
NSB
354
Norway Savings Bank
Maine
$51K
CIM
355
Contravisory Investment Management
Massachusetts
$50K +$9.2K +110 +23%
RFWA
356
RPg Family Wealth Advisory
Massachusetts
$47.3K +$15.1K +180 +48%
WA
357
Waverly Advisors
Alabama
$46K +$44.8K +536 New
WCM
358
Whitener Capital Management
North Carolina
$45K +$44.8K +536 New
Barclays
359
Barclays
United Kingdom
$44K +$836 +10 +2%
EFSCE
360
Enterprise Financial Services Corp (EFSC)
Missouri
$43K
PRS
361
Pinkerton Retirement Specialists
Idaho
$43K
SWM
362
SeaCrest Wealth Management
New York
$43K +$42K +502 New
YWP
363
YorkBridge Wealth Partners
New York
$42K +$35.8K +428 +535%
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$37K
AIA
365
Armor Investment Advisors
North Carolina
$36K -$8.36K -100 -19%
FGC
366
Financial Gravity Companies
Texas
$36K +$34.6K +414 New
CCM
367
Cribstone Capital Management
Maine
$34K
ECM
368
Exchange Capital Management
Michigan
$34K
PCIA
369
Prime Capital Investment Advisors
Kansas
$34K +$33.8K +404 New
TRCT
370
Tower Research Capital (TRC)
New York
$32K -$2.99M -35,766 -99%
W
371
WealthShield
North Carolina
$32K +$31.4K +376 New
WP
372
WealthShield Partners
North Carolina
$32K +$31.4K +376 New
LNB
373
Ledyard National Bank
$31K +$2.34K +28 +8%
AssetMark Inc
374
AssetMark Inc
California
$31K +$15.7K +188 +106%
TWA
375
TCI Wealth Advisors
Arizona
$30K +$29.3K +350 New