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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
JMPWA
26
JP Morgan Private Wealth Advisors
California
$14.6M -$248K -2,786 -2%
KeyBank National Association
27
KeyBank National Association
Ohio
$14.3M +$235K +2,636 +2%
NP
28
NorthRock Partners
Minnesota
$14.2M +$1.36M +15,240 +9%
GIA
29
GHP Investment Advisors
Colorado
$13.7M +$44K +494 +0.3%
CFSG
30
Community Financial Services Group
Vermont
$12.3M +$421K +4,728 +3%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$11.9M -$2.01M -22,576 -13%
CIM
32
Confluence Investment Management
Missouri
$11.8M +$2.11M +23,640 +19%
1IA
33
1834 Investment Advisors
Wisconsin
$11.6M +$252K +2,828 +2%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.4M -$1.27M -14,288 -9%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$11.2M -$103K -1,154 -0.8%
SFI
36
SPC Financial Inc
Maryland
$11.1M +$246K +2,760 +2%
SPC
37
Sigma Planning Corp
Michigan
$10.8M -$8.45M -94,872 -42%
IA
38
IndexIQ Advisors
New York
$10.6M +$3.96M +44,500 +51%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$10.5M -$10.3K -116 -0.1%
WF
40
WealthTrust Fairport
Ohio
$10.4M +$209K +2,344 +2%
OCM
41
One Capital Management
California
$10.4M -$55.4K -622 -0.5%
CC
42
Chanos & Company
New York
$10.3M -$9.47M -106,328 -45%
BPB
43
Badgley, Phelps & Bell
Washington
$10.3M +$191K +2,140 +2%
Truist Financial
44
Truist Financial
North Carolina
$10.2M +$1.02M +11,412 +10%
CAN
45
Cetera Advisor Networks
California
$9.9M +$417K +4,684 +4%
Jane Street
46
Jane Street
New York
$9.79M +$5.36M +60,174 +98%
PFA
47
Pinnacle Family Advisors
Missouri
$9.74M -$4.57M -51,260 -30%
DY
48
Dowling & Yahnke
California
$9.71M -$14.1K -158 -0.1%
CA
49
Centerpoint Advisors
Massachusetts
$9.59M -$3.71M -41,620 -26%
MML Investors Services
50
MML Investors Services
Massachusetts
$9.31M -$434K -4,870 -4%