We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

204 hedge funds and large institutions have $1.32B invested in iShares S&P Small-Cap 600 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $709K

2.76% more ownership

Funds ownership: 99.85%102.61% (+2.8%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 209204 (-5)

6% less capital invested

Capital invested by funds: $1.4B → $1.32B (-$77.9M)

11% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 76

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
204
Holders Change
-5
Holders Change %
-2.39%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
15
Increased
68
Reduced
76
Closed
15
Calls
$6.09M
Puts
$709K
Net Calls
+$5.38M
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$270K -$145K -2,486 -34%
WSTAM
152
Wilbanks Smith & Thomas Asset Management
Virginia
$267K +$36.8K +630 +15%
WTC
153
WhitTier Trust Company
Nevada
$262K -$37.4K -640 -12%
AWM
154
Avior Wealth Management
Nebraska
$241K -$47.1K -806 -16%
MIAN
155
Mariner Independent Advisor Network
Kansas
$241K -$2.33K -40 -0.9%
MFS
156
MSI Financial Services
Massachusetts
$238K -$316K -5,420 -56%
CWM
157
Concert Wealth Management
California
$238K -$57.7K -988 -19%
M
158
MOTCO
Texas
$235K -$44.1K -756 -15%
PFS
159
Prospera Financial Services
Texas
$234K -$37K -634 -11%
BSB
160
Bangor Savings Bank
Maine
$232K
PA
161
Pinnacle Associates
New York
$232K
AC
162
Alexandria Capital
Virginia
$230K -$14.9K -256 -6%
CHC
163
City Holding Co
West Virginia
$227K
ICOA
164
Investment Centers of America
North Dakota
$216K +$225K +3,848 New
SI
165
SII Investments
Wisconsin
$203K +$117 +2 +0.1%
MBT
166
Montecito Bank & Trust
California
$201K
HFS
167
HL Financial Services
Kentucky
$201K +$209K +3,580 New
PFG
168
Pacific Financial Group
Washington
$176K +$19.6K +336 +12%
CG
169
Colony Group
Massachusetts
$153K
PTC
170
Private Trust Company
Ohio
$135K
CTC
171
Central Trust Company
Missouri
$114K -$6.77K -116 -5%
SCP
172
Syntal Capital Partners
Texas
$102K
RIA
173
Regal Investment Advisors
Michigan
$96K -$1.4K -24 -1%
WA
174
WFG Advisors
Texas
$93K +$41.7K +714 +76%
OIA
175
Optimum Investment Advisors
Illinois
$92K -$20.4K -350 -19%