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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
UBS AM
376
UBS AM
Illinois
$27.7K +$27.3K +326 New
BWA
377
Burt Wealth Advisors
Maryland
$27K
RWA
378
Ropes Wealth Advisors
Massachusetts
$24K -$19.6K -234 -45%
BWM
379
Baystate Wealth Management
Massachusetts
$24K
SIAP
380
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
GTAM
381
Global Trust Asset Management
Florida
$23K +$22.2K +266 New
BlackRock
382
BlackRock
New York
$21K +$836 +10 +4%
SFSIG
383
San Francisco Sentry Investment Group
California
$21K +$20.9K +250 New
GI
384
Gradient Investments
Minnesota
$17K +$16.9K +202 New
JWA
385
JFS Wealth Advisors
Pennsylvania
$16K
WAM
386
Watermark Asset Management
California
$16K
SFG
387
SevenBridge Financial Group
Pennsylvania
$15K +$5.52K +66 +61%
CB
388
CNB Bank
Pennsylvania
$15K +$14.9K +178 New
TIM
389
Tortoise Investment Management
New York
$14K
FCB
390
First Command Bank
Texas
$13K
FCFS
391
First Command Financial Services
Texas
$13K
AF
392
Advisornet Financial
Minnesota
$13K +$12.5K +150 New
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$12.9K
NPC
394
National Planning Corporation
California
$10.5K -$2.03M -24,324 -99%
DAM
395
Delta Asset Management
Tennessee
$10K
PA
396
Parallel Advisors
California
$9K
PS
397
Portfolio Solutions
Michigan
$9K
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K +$9.03K +108 New
AOWM
399
Alpha Omega Wealth Management
Virginia
$7K -$12.9K -154 -66%
BCI
400
Brinker Capital Investments
Pennsylvania
$6K