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iShares S&P Small-Cap 600 Growth ETF

415 hedge funds and large institutions have $2.67B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 113

15% more funds holding

Funds holding: 361415 (+54)

10% more capital invested

Capital invested by funds: $2.42B → $2.67B (+$247M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.87% more ownership

Funds ownership: 105.53%108.4% (+2.9%)

6% more call options, than puts

Call options by funds: $614K | Put options by funds: $581K

Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
9.41%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
81
Increased
137
Reduced
113
Closed
24
Calls
$614K
Puts
$581K
Net Calls
+$33K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
101
Ullmann Wealth Partners Group
Florida
$2.89M -$3.54M -42,348 -55%
IA
102
IFP Advisors
Florida
$2.83M +$1.36M +16,322 +96%
EWF
103
Epstein & White Financial
California
$2.77M +$2.61M +31,238 New
HCM
104
Hudson Capital Management
New Jersey
$2.76M +$2.71M +32,456 New
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$2.67M +$8.87K +106 +0.3%
FHC
106
First Heartland Consultants
Missouri
$2.63M +$1.86M +22,290 +257%
PAG
107
Private Advisory Group
Washington
$2.59M +$131K +1,562 +5%
RFS
108
Rockefeller Financial Services
New York
$2.55M
KM
109
Kalos Management
Georgia
$2.54M +$2.5M +29,844 New
CI
110
Conning Inc
Connecticut
$2.5M -$269K -3,218 -10%
MIAN
111
Mariner Independent Advisor Network
Kansas
$2.5M +$84.3K +1,008 +4%
UR
112
USCA RIA
Texas
$2.49M +$307K +3,668 +14%
SB
113
Suntrust Banks
Georgia
$2.43M +$58.2K +696 +2%
Northern Trust
114
Northern Trust
Illinois
$2.42M +$74.4K +890 +3%
NCM
115
Neumann Capital Management
California
$2.32M +$78.6K +940 +4%
BCM
116
Brookstone Capital Management
Illinois
$2.31M +$62.9K +752 +3%
PAG
117
Private Advisor Group
New Jersey
$2.28M -$3.31M -39,608 -59%
VC
118
Vicus Capital
Pennsylvania
$2.27M -$191K -2,282 -8%
MCM
119
MAI Capital Management
Ohio
$2.23M +$157K +1,878 +8%
Creative Planning
120
Creative Planning
Kansas
$2.22M -$160K -1,914 -7%
LI
121
LVZ Inc
Michigan
$2.22M +$55.5K +664 +3%
SEIA
122
Signature Estate & Investment Advisors
California
$2.17M +$173K +2,074 +9%
SWP
123
Stratos Wealth Partners
Ohio
$2.11M +$406K +4,854 +24%
CWM
124
Cranbrook Wealth Management
Michigan
$2.09M -$15.1K -180 -0.7%
SLT
125
St Louis Trust
Missouri
$2.02M +$19.7K +236 +1%