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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
Goldman Sachs
151
Goldman Sachs
New York
$1.26M +$225K +2,586 +22%
TFF
152
The Family Firm
Maryland
$1.21M -$76.1K -874 -6%
SS
153
Sunbelt Securities
Texas
$1.17M +$7.67K +88 +0.7%
VDFA
154
Vickerman & Driscoll Financial Advisors
Washington
$1.1M +$30.7K +352 +3%
CC
155
Courier Capital
New York
$1.09M +$51.8K +594 +5%
Luther King Capital Management (LKCM)
156
Luther King Capital Management (LKCM)
Texas
$1.09M
ABC
157
Associated Banc-Corp
Wisconsin
$1.09M +$50K +574 +5%
AFC
158
AFT Forsyth & Company
Florida
$1.08M +$214K +2,460 +25%
CA
159
Cornerstone Advisory
Maryland
$1.04M
Lido Advisors
160
Lido Advisors
California
$991K +$133K +1,530 +15%
WP
161
WealthPLAN Partners
Nebraska
$978K +$676K +7,764 +223%
BHWM
162
Bar Harbor Wealth Management
New Hampshire
$970K -$5.58K -64 -0.6%
SC
163
Stratford Consulting
Texas
$963K +$1.92K +22 +0.2%
TRCT
164
Tower Research Capital (TRC)
New York
$953K +$923K +10,592 +2,817%
AFP
165
Ausdal Financial Partners
Iowa
$941K +$18.5K +212 +2%
HFS
166
HL Financial Services
Kentucky
$938K +$940K +10,794 New
CAC
167
Certified Advisory Corp
Florida
$922K +$93.4K +1,072 +11%
TW
168
Transform Wealth
Colorado
$919K +$4.88K +56 +0.5%
BP
169
Ballentine Partners
Massachusetts
$908K
CFA
170
Cahill Financial Advisors
Minnesota
$895K -$4.01K -46 -0.4%
CW
171
Cobiz Wealth
Colorado
$877K -$36.2K -416 -4%
MA
172
MCF Advisors
Kentucky
$860K -$96K -1,102 -10%
CCA
173
Clearwater Capital Advisors
Illinois
$841K -$41.6K -478 -5%
SI
174
Stephens Inc
Arkansas
$839K -$201K -2,306 -19%
WT
175
Whittier Trust
California
$834K