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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
BCM
101
Barometer Capital Management
Ontario, Canada
$1.93M +$1.85M +29,600 New
CWM
102
Cranbrook Wealth Management
Michigan
$1.85M -$39.7K -634 -2%
TFA
103
Transamerica Financial Advisors
Florida
$1.76M +$1.69M +26,990 New
SNT
104
Security National Trust
West Virginia
$1.68M +$99K +1,580 +7%
Comerica Bank
105
Comerica Bank
Texas
$1.62M +$1.56M +24,912 New
JFA
106
JNBA Financial Advisors
Minnesota
$1.58M +$31.1K +496 +2%
SFG
107
SNS Financial Group
Minnesota
$1.54M +$49.1K +784 +3%
MAA
108
Managed Account Advisors
New Jersey
$1.43M +$310K +4,940 +29%
MA
109
MCF Advisors
Kentucky
$1.42M -$1.08M -17,228 -44%
OC
110
Oarsman Capital
Wisconsin
$1.39M +$34.5K +550 +3%
HNB
111
Huntington National Bank
Ohio
$1.38M +$1.33M +21,228 New
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$1.3M -$1.8M -28,726 -57%
TIA
113
Tiemann Investment Advisors
California
$1.3M +$201K +3,202 +19%
NCM
114
Neumann Capital Management
California
$1.25M +$25.1K +400 +2%
SIA
115
Stancorp Investment Advisers
Oregon
$1.23M +$139K +2,222 +13%
LA
116
Leonetti & Associates
Illinois
$1.19M -$8.02K -128 -0.7%
SWP
117
Stratos Wealth Partners
Ohio
$1.15M +$1.11M +17,654 New
CWM
118
Cabot Wealth Management
Massachusetts
$1.15M -$9.78K -156 -0.9%
TRCT
119
Tower Research Capital (TRC)
New York
$1.12M +$1.08M +17,266 New
1GA
120
1st Global Advisors
Texas
$1.07M -$45.7K -730 -4%
TFF
121
The Family Firm
Maryland
$1.07M -$74.9K -1,196 -7%
MFS
122
MSI Financial Services
Massachusetts
$1.06M +$812K +12,966 +395%
CC
123
Courier Capital
New York
$1.05M
Northern Trust
124
Northern Trust
Illinois
$1.04M -$93.2K -1,488 -8%
TAM
125
Todd Asset Management
Kentucky
$972K -$48.9K -780 -5%