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iShares S&P Small-Cap 600 Growth ETF

283 hedge funds and large institutions have $1.97B invested in iShares S&P Small-Cap 600 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

48% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.23M

40% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 81

6% more capital invested

Capital invested by funds: $1.85B → $1.97B (+$114M)

3% more funds holding

Funds holding: 276283 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.8% less ownership

Funds ownership: 113.36%112.56% (-0.8%)

Holders
283
Holders Change
+7
Holders Change %
+2.54%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
33
Increased
113
Reduced
81
Closed
22
Calls
$10.7M
Puts
$7.23M
Net Calls
+$3.49M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
101
Dumont & Blake Investment Advisors
New Jersey
$1.87M +$69.1K +1,090 +4%
PAI
102
Pittenger & Anderson Inc
Nebraska
$1.87M
RFS
103
Rockefeller Financial Services
New York
$1.86M
HNB
104
Huntington National Bank
Ohio
$1.86M
BTS
105
BB&T Securities
Virginia
$1.85M +$259K +4,082 +16%
STMM
106
South Texas Money Management
Texas
$1.77M -$21.4K -338 -1%
SNT
107
Security National Trust
West Virginia
$1.66M +$52.6K +830 +3%
CWM
108
Concert Wealth Management
California
$1.59M +$50.4K +794 +3%
SFG
109
SNS Financial Group
Minnesota
$1.52M +$33.5K +528 +2%
KSA
110
Ken Stern & Associates
California
$1.44M +$1.47M +23,200 New
ASN
111
Advisory Services Network
Georgia
$1.43M +$762K +12,018 +110%
JFA
112
JNBA Financial Advisors
Minnesota
$1.41M -$25.2K -398 -2%
NCM
113
Neumann Capital Management
California
$1.4M -$34.9K -550 -2%
SI
114
Stephens Inc
Arkansas
$1.39M -$103K -1,630 -7%
TIA
115
Tiemann Investment Advisors
California
$1.34M +$99.2K +1,564 +8%
DADC
116
D.A. Davidson & Co
Montana
$1.31M +$22.7K +358 +2%
OC
117
Oarsman Capital
Wisconsin
$1.27M -$4.82K -76 -0.4%
MA
118
MCF Advisors
Kentucky
$1.26M +$12.1K +190 +0.9%
CFS
119
Commonwealth Financial Services
West Virginia
$1.26M +$186K +2,936 +17%
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$1.23M +$72.2K +1,138 +5%
LA
121
Leonetti & Associates
Illinois
$1.16M +$12.8K +202 +1%
MCM
122
MAI Capital Management
Ohio
$1.09M +$232K +3,650 +26%
CW
123
Cobiz Wealth
Colorado
$1.05M +$145K +2,282 +16%
Creative Planning
124
Creative Planning
Kansas
$1.02M -$18.4K -290 -2%
MFS
125
MSI Financial Services
Massachusetts
$1.01M +$675K +10,636 +190%