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iShares S&P Small-Cap 600 Growth ETF

255 hedge funds and large institutions have $1.99B invested in iShares S&P Small-Cap 600 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $716K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

38% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 72

25% more capital invested

Capital invested by funds: $1.59B → $1.99B (+$400M)

5% more funds holding

Funds holding: 242255 (+13)

1.12% more ownership

Funds ownership: 111.59%112.71% (+1.1%)

Holders
255
Holders Change
+13
Holders Change %
+5.37%
% of All Funds
6.8%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
36
Increased
99
Reduced
72
Closed
20
Calls
$2.47M
Puts
$716K
Net Calls
+$1.76M
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
BF
76
BOK Financial
Oklahoma
$3.1M +$673K +10,748 +29%
FHC
77
First Heartland Consultants
Missouri
$3M +$2.49M +39,792 +633%
BEC
78
Blue Edge Capital
Virginia
$2.92M +$2.81M +44,802 New
CPO
79
Cerity Partners OCIO
New York
$2.89M +$2.78M +44,354 New
IFA
80
Interactive Financial Advisors
Illinois
$2.86M +$2.72M +43,418 +7,644%
RFC
81
Regions Financial Corp
Alabama
$2.73M +$145K +2,310 +6%
SPC
82
Sigma Planning Corp
Michigan
$2.65M +$1.34M +21,406 +110%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$2.54M +$839K +13,388 +52%
RPG
84
Risk Paradigm Group
Texas
$2.53M +$2.44M +38,882 New
FHA
85
First Horizon Advisors
Tennessee
$2.49M +$1.37M +21,880 +134%
TAIM
86
TD Ameritrade Investment Management
Nebraska
$2.44M -$91.2K -1,456 -4%
BRWA
87
B. Riley Wealth Advisors
Florida
$2.31M +$176K +2,804 +9%
AIM
88
Advantage Investment Management
Iowa
$2.27M +$2.13M +34,048 +3,783%
GT
89
Greenleaf Trust
Michigan
$2.23M -$206K -3,286 -9%
SG Americas Securities
90
SG Americas Securities
New York
$2.21M +$800K +12,760 +60%
MCM
91
MV Capital Management
Maryland
$2.13M +$184K +2,936 +10%
CAN
92
Cetera Advisor Networks
California
$2.11M -$106K -1,690 -5%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$96.6K +1,542 +5%
CI
94
Conning Inc
Connecticut
$2.04M
STMM
95
South Texas Money Management
Texas
$2.03M +$10.8K +172 +0.6%
CAM
96
Capstone Asset Management
Texas
$2M +$1.93M +30,810 New
PAG
97
Private Advisor Group
New Jersey
$1.98M +$520K +8,306 +37%
PAI
98
Pittenger & Anderson Inc
Nebraska
$1.96M
RFS
99
Rockefeller Financial Services
New York
$1.95M
CS
100
Credit Suisse
Switzerland
$1.94M -$86K -1,372 -4%