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iShares S&P Small-Cap 600 Growth ETF

468 hedge funds and large institutions have $2.88B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 153 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 110.21%110.73% (+0.53%)

0% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 153

5% less funds holding

Funds holding: 492468 (-24)

25% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 84

28% less capital invested

Capital invested by funds: $3.98B → $2.88B (-$1.1B)

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

Holders
468
Holders Change
-24
Holders Change %
-4.88%
% of All Funds
10.43%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.38%
New
63
Increased
153
Reduced
153
Closed
84
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
451
First Manhattan
New York
$7K +$8.73K +98 New
AOWM
452
Alpha Omega Wealth Management
Virginia
$6K
YWP
453
YorkBridge Wealth Partners
New York
$6K
FFW
454
Fusion Family Wealth
New York
$5K
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
PGWM
456
Parisi Gray Wealth Management
New Jersey
$5K
RFA
457
Reilly Financial Advisors
California
$5K
Chevy Chase Trust
458
Chevy Chase Trust
Maryland
$5K +$5.34K +60 New
BAMG
459
Brand Asset Management Group
Missouri
$4K
LWA
460
Lowe Wealth Advisors
Maryland
$4K
ME
461
McIlrath & Eck
Washington
$4K
AIC
462
Archer Investment Corporation
Indiana
$4K +$3.92K +44 New
RFM
463
Royal Fund Management
Florida
$4K +$4.45K +50 New
SWP
464
Strategic Wealth Partners
Ohio
$3K -$41K -460 -93%
PK
465
Pflug Koory
Nebraska
$3K
LWM
466
Liberty Wealth Management
California
$3K +$3.92K +44 New
SIS
467
Sound Income Strategies
Florida
$2K
PWM
468
PRW Wealth Management
Massachusetts
$2K +$1.96K +22 New
MOS
469
MGO One Seven
Ohio
$2K +$2.32K +26 New
NA
470
NewEdge Advisors
Louisiana
$259 +$713 +8 +0.3%
CF
471
Centaurus Financial
California
$3 +$96.4K +1,082 +4,918%
NFG
472
Noven Financial Group
Colorado
-$26.8M -266,124 Closed
WGCA
473
Wolf Group Capital Advisors
Virginia
-$10.6M -242,220 Closed
AIA
474
Arrow Investment Advisors
Maryland
-$18.6M -183,936 Closed
BCM
475
Brookstone Capital Management
Illinois
-$12.4M -122,570 Closed