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

284 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
7.59%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
29
Increased
96
Reduced
100
Closed
17
Calls
$3.43M
Puts
$5M
Net Calls
-$1.57M
Net Calls Change
-$270K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$216M
2
Bank of America
Bank of America
North Carolina
$104M
3
BPB
Badgley, Phelps & Bell
Washington
$10.1M
4
UCFA
United Capital Financial Advisors
Texas
$36.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
LPL Financial
LPL Financial
California
$1.23M
2
Wells Fargo
Wells Fargo
California
$353M
3
IA
IndexIQ Advisors
New York
$20.8M
4
UBS Group
UBS Group
Switzerland
$48.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$808K -$77.9K -1,214 -9%
FWP
127
FAS Wealth Partners
Kansas
$805K +$249K +3,876 +45%
GT
128
Glenmede Trust
Pennsylvania
$799K -$25.7K -400 -3%
FIM
129
Freedom Investment Management
Connecticut
$798K +$83.4K +1,300 +12%
RPG
130
Risk Paradigm Group
Texas
$777K +$777K +12,098 New
BHWM
131
Bar Harbor Wealth Management
New Hampshire
$767K -$15.8K -246 -2%
Luther King Capital Management (LKCM)
132
Luther King Capital Management (LKCM)
Texas
$765K – – –
FA
133
FDx Advisors
Illinois
$753K +$753K +11,734 New
CBU
134
CIBC Bank USA
Illinois
$736K +$55.1K +858 +8%
CPIG
135
Chicago Partners Investment Group
Illinois
$732K +$1.8K +28 +0.2%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$720K +$117K +1,818 +19%
BP
137
Ballentine Partners
Massachusetts
$671K – – –
WT
138
Whittier Trust
California
$670K -$7.71K -120 -1%
RIA
139
Regal Investment Advisors
Michigan
$651K +$195K +3,044 +43%
SS
140
Sunbelt Securities
Texas
$643K +$30.8K +480 +5%
PFG
141
Pacific Financial Group
Washington
$642K +$642K +10,000 New
CFA
142
Cahill Financial Advisors
Minnesota
$575K +$10.1K +158 +2%
PWM
143
Perigon Wealth Management
California
$555K +$555K +8,652 New
ACM
144
Argentus Capital Management
Texas
$551K -$104K -1,628 -16%
HFS
145
HL Financial Services
Kentucky
$550K -$7.84K -122 -1%
SWP
146
Stratos Wealth Partners
Ohio
$549K +$58K +904 +12%
TW
147
Transform Wealth
Colorado
$544K +$544K +8,480 New
BBA
148
BLB&B Advisors
Pennsylvania
$539K – – –
ASN
149
Advisory Services Network
Georgia
$521K +$340K +5,298 +188%
CFA
150
CT Financial Advisors
Pennsylvania
$509K -$227K -3,536 -31%
4 5
6
7 8