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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
FCB
401
First Command Bank
Texas
$13.2K
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$13.2K
AF
403
Advisornet Financial
Minnesota
$13K
FCFS
404
First Command Financial Services
Texas
$13K
DAM
405
Delta Asset Management
Tennessee
$10K
IIC
406
Integrated Investment Consultants
Michigan
$10K +$9.93K +114 New
SFG
407
SevenBridge Financial Group
Pennsylvania
$9K -$5.75K -66 -38%
PA
408
Parallel Advisors
California
$9K
PS
409
Portfolio Solutions
Michigan
$9K
GI
410
Gradient Investments
Minnesota
$8K -$9.41K -108 -53%
EA
411
Edge Advisors
Georgia
$8K +$8.71K +100 New
YWP
412
YorkBridge Wealth Partners
New York
$7K -$37.3K -428 -84%
AOWM
413
Alpha Omega Wealth Management
Virginia
$7K
KFA
414
Kabarec Financial Advisors
Illinois
$7K +$6.97K +80 New
SAM
415
Shamrock Asset Management
Texas
$6K
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$4.53K -52 -48%
FFW
417
Fusion Family Wealth
New York
$5K
PGWM
418
Parisi Gray Wealth Management
New Jersey
$5K
PFA
419
Pathway Financial Advisors
Vermont
$5K
RFA
420
Reilly Financial Advisors
California
$5K
SBL
421
Sargent Bickham Lagudis
Colorado
$5K
ME
422
McIlrath & Eck
Washington
$4K
SFM
423
Signet Financial Management
New Jersey
$4K +$3.83K +44 New
PK
424
Pflug Koory
Nebraska
$3K
JA
425
JOYN Advisors
Georgia
$3K +$3.31K +38 New