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iShares S&P Small-Cap 600 Growth ETF

467 hedge funds and large institutions have $2.75B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 185 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

51,750% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $2K

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

1% less funds holding

Funds holding: 472467 (-5)

1.3% less ownership

Funds ownership: 109.97%108.66% (-1.3%)

7% less capital invested

Capital invested by funds: $2.96B → $2.75B (-$214M)

36% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 185

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

Holders
467
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
10.24%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.18%
New
32
Increased
118
Reduced
185
Closed
32
Calls
$1.04M
Puts
$2K
Net Calls
+$1.03M
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
476
Holderness Investments Company
North Carolina
-$229K -2,510 Closed
ESB
477
Essex Savings Bank
Connecticut
-$221K -2,422 Closed
MPW
478
MA Private Wealth
California
-$218K -2,386 Closed
AWM
479
Affinity Wealth Management
Delaware
-$214K -2,340 Closed
MFW
480
Mosaic Family Wealth
Missouri
-$205K -2,242 Closed
CPIA
481
Cornell Pochily Investment Advisors
New York
-$204 -2,232 Closed
BAS
482
Brown Advisory Securities
Maryland
-$201K -2,214 Closed
AP
483
Advisor Partners
California
-$202K -2,210 Closed
CI
484
Cambiar Investors
Colorado
-$201K -2,202 Closed
PTB
485
Pioneer Trust Bank
Oregon
-$201K -2,200 Closed
DSC
486
Duncker Streett & Co
Missouri
-$123K -1,346 Closed
DWM
487
Doyle Wealth Management
Florida
-$58K -630 Closed
WCM
488
Whitener Capital Management
North Carolina
-$48K -532 -99%
TNBTD
489
Trustmark National Bank Trust Department
Mississippi
-$42K -460 Closed
CWA
490
Clarus Wealth Advisors
Arizona
-$37K -408 Closed
LA
491
Legacy Advisors
Pennsylvania
-$23K -252 Closed
TPWA
492
TRUE Private Wealth Advisors
Oregon
-$17K -194 Closed
SFG
493
SevenBridge Financial Group
Pennsylvania
-$10K -108 Closed
SMFS
494
Squar Milner Financial Services
California
-$9K -96 Closed
AOWM
495
Alpha Omega Wealth Management
Virginia
-$7K -80 Closed
YWP
496
YorkBridge Wealth Partners
New York
-$7K -80 Closed
EWM
497
Executive Wealth Management
Michigan
-$2K -18 Closed
KCPG
498
Kavar Capital Partners Group
Kansas
-$1K -14 Closed