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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
SB
126
Suntrust Banks
Georgia
$2.14M -$345K -3,964 -14%
Citadel Advisors
127
Citadel Advisors
Florida
$2.1M +$2.11M +24,208 New
UR
128
USCA RIA
Texas
$2.1M -$444K -5,092 -17%
CWM
129
Cranbrook Wealth Management
Michigan
$2.05M -$82.4K -946 -4%
SLT
130
St Louis Trust
Missouri
$1.84M -$221K -2,542 -11%
ASN
131
Advisory Services Network
Georgia
$1.72M +$788K +9,046 +84%
WLIM
132
White Lighthouse Investment Management
Massachusetts
$1.68M -$3.48K -40 -0.2%
TNB
133
Thomasville National Bank
Georgia
$1.68M +$34K +390 +2%
TAIM
134
TD Ameritrade Investment Management
Nebraska
$1.65M -$11.3K -130 -0.7%
CWM
135
Capital Wealth Management
Rhode Island
$1.59M -$105K -1,210 -6%
AA
136
Alesco Advisors
New York
$1.56M -$33.8K -388 -2%
SWP
137
Stratos Wealth Partners
Ohio
$1.55M -$605K -6,940 -28%
MA
138
Mutual Advisors
Nebraska
$1.54M +$106K +1,212 +7%
OC
139
Oarsman Capital
Wisconsin
$1.53M -$98.5K -1,130 -6%
WIC
140
Whitegate Investment Counselors
New Hampshire
$1.52M +$5.92K +68 +0.4%
TIA
141
Tiemann Investment Advisors
California
$1.51M +$3.66K +42 +0.2%
PWS
142
Paragon Wealth Strategies
Florida
$1.47M -$146K -1,672 -9%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$1.45M +$407K +4,666 +39%
JFA
144
JNBA Financial Advisors
Minnesota
$1.43M -$63.9K -734 -4%
SPIA
145
Steward Partners Investment Advisory
New York
$1.4M +$68K +780 +5%
PFT
146
Providence First Trust
Arizona
$1.4M
GFPC
147
Global Financial Private Capital
Florida
$1.38M +$59.9K +688 +5%
CAL
148
Capital Analysts LLC
Pennsylvania
$1.34M -$100K -1,148 -7%
MCTIC
149
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.29M
LA
150
Leonetti & Associates
Illinois
$1.29M -$232K -2,662 -15%