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iShares S&P Small-Cap 600 Growth ETF

430 hedge funds and large institutions have $2.74B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

23% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $904K

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

4% more funds holding

Funds holding: 415430 (+15)

3% more capital invested

Capital invested by funds: $2.67B → $2.74B (+$68.1M)

0.88% less ownership

Funds ownership: 108.4%107.52% (-0.88%)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 142

Holders
430
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.39%
New
47
Increased
134
Reduced
142
Closed
27
Calls
$1.11M
Puts
$904K
Net Calls
+$209K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Colony Group
Massachusetts
$3.28M -$198K -2,278 -6%
LFPWM
102
Leicht Financial Planning & Wealth Management
New Jersey
$3.15M -$120K -1,372 -4%
MIAN
103
Mariner Independent Advisor Network
Kansas
$3.11M +$561K +6,434 +22%
Comerica Bank
104
Comerica Bank
Texas
$3.08M -$1.29M -14,840 -30%
SIAS
105
Shine Investment Advisory Services
Colorado
$3.01M -$2.27K -26 -0.1%
BFM
106
Broadview Financial Management
Wisconsin
$3M -$10.8K -124 -0.4%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.98M +$19.9K +228 +0.7%
IA
108
IFP Advisors
Florida
$2.83M
AIP
109
Ahrens Investment Partners
Louisiana
$2.8M -$263K -3,024 -9%
DBIA
110
Dumont & Blake Investment Advisors
New Jersey
$2.78M +$43.4K +498 +2%
EWF
111
Epstein & White Financial
California
$2.74M +$34.3K +394 +1%
SEIA
112
Signature Estate & Investment Advisors
California
$2.67M +$459K +5,268 +21%
SFS
113
Sowell Financial Services
Arkansas
$2.63M +$855K +9,818 +49%
PSF
114
Pacific Sun Financial
California
$2.63M +$2.63M +30,196 New
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$2.61M +$2.61M +30,000 New
HCM
116
Hudson Capital Management
New Jersey
$2.6M -$221K -2,532 -8%
CI
117
Conning Inc
Connecticut
$2.56M
NFG
118
Next Financial Group
Texas
$2.46M +$2.46M +28,276 New
NCM
119
Neumann Capital Management
California
$2.41M +$41.8K +480 +2%
LI
120
LVZ Inc
Michigan
$2.34M +$79.3K +910 +3%
Creative Planning
121
Creative Planning
Kansas
$2.31M +$43.6K +500 +2%
Northern Trust
122
Northern Trust
Illinois
$2.3M -$177K -2,036 -7%
MCM
123
MAI Capital Management
Ohio
$2.26M -$17.8K -204 -0.8%
PAG
124
Private Advisor Group
New Jersey
$2.25M -$100K -1,150 -4%
UWPG
125
Ullmann Wealth Partners Group
Florida
$2.24M -$671K -7,700 -23%