We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

204 hedge funds and large institutions have $1.32B invested in iShares S&P Small-Cap 600 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $709K

2.76% more ownership

Funds ownership: 99.85%102.61% (+2.8%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 209204 (-5)

6% less capital invested

Capital invested by funds: $1.4B → $1.32B (-$77.9M)

11% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 76

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
204
Holders Change
-5
Holders Change %
-2.39%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
15
Increased
68
Reduced
76
Closed
15
Calls
$6.09M
Puts
$709K
Net Calls
+$5.38M
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.68M +$396K +6,780 +30%
CWM
77
Cranbrook Wealth Management
Michigan
$1.66M -$2.92K -50 -0.2%
Ameriprise
78
Ameriprise
Minnesota
$1.56M +$492K +8,422 +44%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$1.46M -$72.5K -1,242 -5%
JFA
80
JNBA Financial Advisors
Minnesota
$1.35M -$26K -446 -2%
SNT
81
Security National Trust
West Virginia
$1.33M +$37.4K +640 +3%
PAG
82
Private Advisor Group
New Jersey
$1.25M -$80.1K -1,372 -6%
SFG
83
SNS Financial Group
Minnesota
$1.2M +$38.5K +660 +3%
OC
84
Oarsman Capital
Wisconsin
$1.19M +$8.99K +154 +0.7%
LFG
85
LifePlan Financial Group
Ohio
$1.14M -$2.84M -48,630 -71%
1GA
86
1st Global Advisors
Texas
$1.05M +$2.8K +48 +0.3%
LA
87
Leonetti & Associates
Illinois
$1.02M -$1.49M -25,498 -58%
CWM
88
Cabot Wealth Management
Massachusetts
$1.01M -$102K -1,752 -9%
Northern Trust
89
Northern Trust
Illinois
$990K +$337K +5,776 +49%
HNB
90
Huntington National Bank
Ohio
$963K
QCMC
91
Quantum Capital Management (California)
California
$950K -$175K -3,000 -15%
TIA
92
Tiemann Investment Advisors
California
$920K +$12.3K +210 +1%
TAM
93
Todd Asset Management
Kentucky
$918K -$35K -600 -4%
MCTIC
94
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$914K
MAA
95
Managed Account Advisors
New Jersey
$912K +$166K +2,842 +21%
CC
96
Courier Capital
New York
$908K
FHA
97
First Horizon Advisors
Tennessee
$832K -$92.7K -1,588 -10%
CPSAC
98
Chas P. Smith & Associates (CPS)
Florida
$785K +$227K +3,896 +39%
PI
99
Placemark Investments
Illinois
$780K +$81.7K +1,400 +11%
Creative Planning
100
Creative Planning
Kansas
$775K +$17.5K +300 +2%