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

242 hedge funds and large institutions have $1.59B invested in iShares S&P Small-Cap 600 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
53
Increased
72
Reduced
75
Closed
14
Calls
$3.55M
Puts
$1.9M
Net Calls
+$1.65M
Net Calls Change
-$3.73M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$77.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.7M
3
NFG
3
Noven Financial Group
Colorado
$14.5M
4
NPC
4
National Planning Corporation
California
$15.5M
5
Wells Fargo
5
Wells Fargo
California
$400M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$56M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.2M
3
CS
3
Credit Suisse
Switzerland
$1.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5M
5
UCFA
5
United Capital Financial Advisors
Texas
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
151
Liberty Capital Management
Michigan
$372K -$34.4K -562 -8%
ABC
152
Associated Banc-Corp
Wisconsin
$370K -$30K -490 -7%
HIM
153
Hutchens Investment Management
New Hampshire
$367K +$367K +6,000 New
MFS
154
McNamara Financial Services
Massachusetts
$367K +$367K +6,000 New
FMWA
155
Forvis Mazars Wealth Advisors
Missouri
$353K – – –
MBT
156
Montecito Bank & Trust
California
$335K +$117K +1,912 +54%
WCF
157
West Coast Financial
California
$334K – – –
ICOA
158
Investment Centers of America
North Dakota
$327K +$92.4K +1,516 +39%
CK
159
Carnick & Kubik
Colorado
$325K -$251K -4,102 -44%
BPBT
160
Boston Private Bank & Trust
Massachusetts
$319K -$61.2K -1,000 -16%
PFS
161
Prospera Financial Services
Texas
$314K +$122 +2 +0%
HCP
162
Holt Capital Partners
Texas
$310K – – –
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$307K +$16.5K +270 +6%
WTC
164
WhitTier Trust Company
Nevada
$285K – – –
BSB
165
Bangor Savings Bank
Maine
$281K +$28.7K +470 +11%
HFS
166
HL Financial Services
Kentucky
$276K +$56.9K +930 +26%
CAS
167
Cue Advisory Services
Arizona
$276K +$276K +4,504 New
CB
168
Commerce Bank
Missouri
$275K +$275K +4,496 New
PWM
169
Perigon Wealth Management
California
$259K +$259K +4,240 New
M
170
MOTCO
Texas
$256K – – –
PA
171
Pinnacle Associates
New York
$252K – – –
AF
172
Affiance Financial
Minnesota
$252K +$252K +4,114 New
CI
173
Chartist Inc
California
$249K +$249K +4,978 New
CHC
174
City Holding Co
West Virginia
$247K -$122 -2 -0%
ATIA
175
American Trust Investment Advisors
New Hampshire
$245K +$245K +3,996 New
5 6
7
8 9