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iShares S&P Small-Cap 600 Growth ETF

361 hedge funds and large institutions have $2.42B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 119 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $2.3B → $2.42B (+$124M)

3% more funds holding

Funds holding: 350361 (+11)

1.09% more ownership

Funds ownership: 104.44%105.53% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.55M

Holders
361
Holders Change
+11
Holders Change %
+3.14%
% of All Funds
9%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
124
Reduced
119
Closed
22
Calls
$1.46M
Puts
$1.55M
Net Calls
-$83K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$461K +5,906 +4%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$12.4M -$192K -2,464 -2%
JP Morgan Chase
28
JP Morgan Chase
New York
$11.9M +$322K +4,128 +3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$11.8M +$425K +5,446 +4%
WF
30
WealthTrust Fairport
Ohio
$11.7M -$984K -12,624 -8%
Citigroup
31
Citigroup
New York
$11.6M -$22.1K -284 -0.2%
1IA
32
1834 Investment Advisors
Wisconsin
$11.4M +$276K +3,538 +3%
SFI
33
SPC Financial Inc
Maryland
$11.1M +$30.3K +388 +0.3%
LFAS
34
Level Four Advisory Services
Texas
$11.1M +$4.12M +52,864 +65%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$10.9M +$1.06M +13,636 +11%
RJA
36
Raymond James & Associates
Florida
$10.7M -$1.08M -13,842 -10%
NAM
37
North American Management
Massachusetts
$10.3M +$174K +2,232 +2%
CFSG
38
Community Financial Services Group
Vermont
$10.2M +$9.63M +123,560 New
TYCC
39
Texas Yale Capital Corp
Florida
$9.93M -$246K -3,156 -3%
OCM
40
One Capital Management
California
$9.58M +$1.61M +20,584 +21%
Truist Financial
41
Truist Financial
North Carolina
$9.48M -$155K -1,982 -2%
DY
42
Dowling & Yahnke
California
$9.42M -$114K -1,460 -1%
CAN
43
Cetera Advisor Networks
California
$9.4M +$924K +11,850 +12%
IA
44
IndexIQ Advisors
New York
$8.89M -$1.46M -18,696 -15%
AG
45
Advisor Group
Arizona
$8.88M -$332K -4,262 -4%
PA
46
Probity Advisors
Texas
$8.84M -$219K -2,806 -3%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$8.73M -$26K -334 -0.3%
N
48
Natixis
France
$8.22M
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$7.89M +$613K +7,864 +9%
CAL
50
Capital Advisors Ltd
Ohio
$7.76M -$31.5K -404 -0.4%