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iShares S&P Small-Cap 600 Growth ETF
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Overview Fund Activity

242 hedge funds and large institutions have $1.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
53
Increased
72
Reduced
75
Closed
14
Calls
$3.55M
Puts
$1.9M
Net Calls
+$1.65M
Net Calls Change
-$3.73M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$77.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.7M
3
NFG
3
Noven Financial Group
Colorado
$14.5M
4
NPC
4
National Planning Corporation
California
$15.5M
5
Wells Fargo
5
Wells Fargo
California
$400M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$56M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.2M
3
CS
3
Credit Suisse
Switzerland
$1.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5M
5
UCFA
5
United Capital Financial Advisors
Texas
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
101
Stancorp Investment Advisers
Oregon
$1.02M +$1.02M +16,662 New
FHA
102
First Horizon Advisors
Tennessee
$1M +$94.1K +1,534 +10%
CC
103
Courier Capital
New York
$987K – – –
TAM
104
Todd Asset Management
Kentucky
$962K -$36.7K -600 -4%
Creative Planning
105
Creative Planning
Kansas
$889K +$46.3K +756 +5%
QCMC
106
Quantum Capital Management (California)
California
$888K -$145K -2,364 -14%
NES
107
New England Securities
New York
$883K -$2.79M -45,548 -76%
PI
108
Placemark Investments
Illinois
$856K +$6.5K +106 +0.8%
GT
109
Glenmede Trust
Pennsylvania
$804K – – –
SC
110
Stratford Consulting
Texas
$774K +$2.45K +40 +0.3%
MCTIC
111
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$773K -$914K – –
BHWM
112
Bar Harbor Wealth Management
New Hampshire
$740K -$38.6K -630 -5%
CFA
113
CT Financial Advisors
Pennsylvania
$739K +$739K +12,068 New
SI
114
Stephens Inc
Arkansas
$732K -$41.6K -680 -5%
CW
115
Cobiz Wealth
Colorado
$722K -$19.3K -316 -3%
CG
116
Colony Group
Massachusetts
$686K +$520K +8,492 +312%
CPIG
117
Chicago Partners Investment Group
Illinois
$680K +$680K +11,116 New
CBU
118
CIBC Bank USA
Illinois
$679K -$26.2K -428 -4%
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$666K -$188K -3,072 -22%
WT
120
Whittier Trust
California
$666K -$28.5K -466 -4%
BP
121
Ballentine Partners
Massachusetts
$639K – – –
Luther King Capital Management (LKCM)
122
Luther King Capital Management (LKCM)
Texas
$624K – – –
BOTW
123
Bank of the West
California
$617K +$617K +10,082 New
FIM
124
Freedom Investment Management
Connecticut
$611K -$51.4K -840 -8%
ICAS
125
Investors Capital Advisory Services
Massachusetts
$575K -$99.4K -1,624 -15%
3 4
5
6 7