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iShares S&P Small-Cap 600 Growth ETF

284 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

3% more funds holding

Funds holding: 275284 (+9)

2% less capital invested

Capital invested by funds: $1.75B → $1.7B (-$42.7M)

4% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 100

4.42% less ownership

Funds ownership: 111.58%107.15% (-4.4%)

31% less call options, than puts

Call options by funds: $3.43M | Put options by funds: $5M

Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
7.58%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
29
Increased
96
Reduced
100
Closed
17
Calls
$3.43M
Puts
$5M
Net Calls
-$1.57M
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$2.55M +$2.49M +39,670 New
SIAS
77
Shine Investment Advisory Services
Colorado
$2.49M -$7.54K -120 -0.3%
RFC
78
Regions Financial Corp
Alabama
$2.35M -$417K -6,626 -15%
FAAS
79
First Allied Advisory Services
California
$2.32M -$45.3K -720 -2%
LFG
80
LifePlan Financial Group
Ohio
$2.23M +$62K +986 +3%
BRWA
81
B. Riley Wealth Advisors
Florida
$2.13M +$61.2K +974 +3%
CAN
82
Cetera Advisor Networks
California
$2.11M +$65.8K +1,046 +3%
CI
83
Conning Inc
Connecticut
$2.09M
VIA
84
Vantage Investment Advisors
Pennsylvania
$2.08M +$775K +12,320 +61%
CG
85
Colony Group
Massachusetts
$1.99M +$18.9K +300 +1%
DBIA
86
Dumont & Blake Investment Advisors
New Jersey
$1.94M +$27K +430 +1%
CWM
87
Cranbrook Wealth Management
Michigan
$1.93M -$134K -2,124 -7%
PAI
88
Pittenger & Anderson Inc
Nebraska
$1.93M
RFS
89
Rockefeller Financial Services
New York
$1.93M
PAG
90
Private Advisor Group
New Jersey
$1.87M +$181K +2,878 +11%
STMM
91
South Texas Money Management
Texas
$1.85M +$22.6K +360 +1%
SNT
92
Security National Trust
West Virginia
$1.79M -$629 -10 -0%
MCM
93
MV Capital Management
Maryland
$1.76M +$29.3K +466 +2%
NCM
94
Neumann Capital Management
California
$1.65M -$35.2K -560 -2%
TAIM
95
TD Ameritrade Investment Management
Nebraska
$1.56M -$567K -9,014 -27%
SPC
96
Sigma Planning Corp
Michigan
$1.52M -$378K -6,012 -20%
DADC
97
D.A. Davidson & Co
Montana
$1.48M +$9.56K +152 +0.7%
JFA
98
JNBA Financial Advisors
Minnesota
$1.42M -$24.8K -394 -2%
HNB
99
Huntington National Bank
Ohio
$1.38M
TIA
100
Tiemann Investment Advisors
California
$1.35M -$24K -382 -2%