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iShares S&P Small-Cap 600 Growth ETF

194 hedge funds and large institutions have $1.4B invested in iShares S&P Small-Cap 600 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

56% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $12.5M

46% more capital invested

Capital invested by funds: $958M → $1.4B (+$442M)

43% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 56

8% more funds holding

Funds holding: 180194 (+14)

6.61% more ownership

Funds ownership: 97.39%104.01% (+6.6%)

Holders
194
Holders Change
+14
Holders Change %
+7.78%
% of All Funds
6.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.26%
New
26
Increased
80
Reduced
56
Closed
10
Calls
$19.4M
Puts
$12.5M
Net Calls
+$6.97M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
101
Bar Harbor Wealth Management
New Hampshire
$845K +$2.3K +44 +0.3%
VKH
102
Virtu KCG Holdings
New York
$845K +$813K +15,588 New
WTIM
103
Wilmington Trust Investment Management
Delaware
$803K +$316K +6,052 +69%
CBU
104
CIBC Bank USA
Illinois
$798K +$232K +4,450 +43%
GT
105
Glenmede Trust
Pennsylvania
$788K +$186K +3,560 +32%
LFG
106
LifePlan Financial Group
Ohio
$782K -$1.56K -30 -0.2%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$753K +$285K +5,456 +65%
WT
108
Whittier Trust
California
$742K -$19K -364 -3%
FMWA
109
Forvis Mazars Wealth Advisors
Missouri
$707K +$681K +13,054 New
Creative Planning
110
Creative Planning
Kansas
$696K +$226K +4,328 +51%
SC
111
Stratford Consulting
Texas
$678K -$7.62K -146 -1%
AFC
112
AFT Forsyth & Company
Florida
$672K +$13.6K +260 +2%
Northern Trust
113
Northern Trust
Illinois
$669K +$6.89K +132 +1%
SFG
114
SNS Financial Group
Minnesota
$666K +$73.6K +1,410 +13%
Mariner
115
Mariner
Kansas
$657K +$229K +4,392 +57%
FIM
116
Freedom Investment Management
Connecticut
$655K +$54K +1,034 +9%
CG
117
Colony Group
Massachusetts
$623K -$41.2K -790 -6%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$613K -$6.16K -118 -1%
CW
119
Cobiz Wealth
Colorado
$596K +$166K +3,190 +41%
ICAS
120
Investors Capital Advisory Services
Massachusetts
$593K -$37.6K -720 -6%
FBNAT
121
FirstMerit Bank N.A. Trustee
Ohio
$584K -$45.3K -868 -7%
AC
122
Alexandria Capital
Virginia
$576K -$76.9K -1,474 -12%
BP
123
Ballentine Partners
Massachusetts
$566K
DS
124
DRW Securities
Illinois
$564K -$128K -2,448 -20%
Luther King Capital Management (LKCM)
125
Luther King Capital Management (LKCM)
Texas
$561K