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iShares S&P Small-Cap 600 Growth ETF

430 hedge funds and large institutions have $2.74B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

23% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $904K

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

4% more funds holding

Funds holding: 415430 (+15)

3% more capital invested

Capital invested by funds: $2.67B → $2.74B (+$68.1M)

0.88% less ownership

Funds ownership: 108.4%107.52% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 142

Holders
430
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.39%
New
47
Increased
134
Reduced
142
Closed
27
Calls
$1.11M
Puts
$904K
Net Calls
+$209K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
351
Asset Dedication LLC
California
$55K -$13.1K -150 -19%
HWP
352
Hefty Wealth Partners
Indiana
$55K
PG
353
Patten Group
Tennessee
$55K
WCAMG
354
Woodard & Company Asset Management Group
North Carolina
$55K
PCTC
355
Perkins Coie Trust Company
Washington
$54K
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$53K -$1.68M -19,326 -97%
CCM
357
Covington Capital Management
California
$52K
NSB
358
Norway Savings Bank
Maine
$52K
BlackRock
359
BlackRock
New York
$52K +$30.5K +350 +143%
IFA
360
Interactive Financial Advisors
Illinois
$47K -$8.54K -98 -15%
WCM
361
Whitener Capital Management
North Carolina
$46K
PWAG
362
Polaris Wealth Advisory Group
California
$46K +$46.2K +530 New
Barclays
363
Barclays
United Kingdom
$44K -$871 -10 -2%
SWM
364
SeaCrest Wealth Management
New York
$44K
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$43K
PRS
366
Pinkerton Retirement Specialists
Idaho
$43K
KPCM
367
Kings Point Capital Management
New York
$42K +$42.5K +488 New
UBS AM
368
UBS AM
Illinois
$39.3K +$11K +126 +39%
Bessemer Group
369
Bessemer Group
New Jersey
$39K -$107K -1,226 -73%
AIA
370
Armor Investment Advisors
North Carolina
$37K
FCAG
371
First Capital Advisors Group
New Jersey
$36K +$35.9K +412 New
CCM
372
Cribstone Capital Management
Maine
$35K
ECM
373
Exchange Capital Management
Michigan
$35K
WDL
374
Well Done LLC
Michigan
$34K +$34.5K +396 New
RFWA
375
RPg Family Wealth Advisory
Massachusetts
$32.7K -$15.7K -180 -32%