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iShares S&P Small-Cap 600 Growth ETF

415 hedge funds and large institutions have $2.67B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 113

15% more funds holding

Funds holding: 361415 (+54)

10% more capital invested

Capital invested by funds: $2.42B → $2.67B (+$247M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.87% more ownership

Funds ownership: 105.53%108.4% (+2.9%)

6% more call options, than puts

Call options by funds: $614K | Put options by funds: $581K

Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
9.41%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
81
Increased
137
Reduced
113
Closed
24
Calls
$614K
Puts
$581K
Net Calls
+$33K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
176
Certified Advisory Corp
Florida
$811K +$798K +9,540 New
HA
177
Harborview Advisors
Maine
$806K +$792K +9,474 New
DADC
178
D.A. Davidson & Co
Montana
$771K -$28.8K -344 -4%
BRF
179
B. Riley Financial
California
$767K +$754K +9,018 New
IWM
180
IHT Wealth Management
Illinois
$747K +$532K +6,364 +275%
PWAP
181
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$726K +$59.4K +710 +9%
MWM
182
Modera Wealth Management
New Jersey
$726K +$67.6K +808 +10%
NWP
183
Northstar Wealth Partners
Connecticut
$709K +$20.9K +250 +3%
IWA
184
Intercontinental Wealth Advisors
Texas
$655K +$4.18K +50 +0.7%
CS
185
Comerica Securities
Michigan
$642K +$229K +2,736 +57%
William Blair & Company
186
William Blair & Company
Illinois
$614K +$105K +1,252 +21%
PGFC
187
Peapack-Gladstone Financial Corp
New Jersey
$609K -$89.1K -1,066 -13%
NL
188
NWAM LLC
Washington
$603K +$17.9K +214 +3%
HS
189
Huntington Steele
Pennsylvania
$590K +$1.17K +14 +0.2%
MG
190
Mather Group
Illinois
$574K -$8.87K -106 -2%
SC
191
Slow Capital
California
$574K +$564K +6,748 New
RWMH
192
Riverpoint Wealth Management Holdings
Illinois
$573K +$5.35K +64 +1%
JIC
193
Joel Isaacson & Co
New York
$571K
OCM
194
Orser Capital Management
Texas
$566K +$536K +6,410 New
NWS
195
Newport Wealth Strategies
California
$564K +$535K +6,402 New
SF
196
Synovus Financial
Georgia
$561K +$29.6K +354 +6%
CIR
197
Clear Investment Research
Georgia
$555K -$21.9K -262 -4%
CB
198
Commerce Bank
Missouri
$547K
KCM
199
Kendall Capital Management
Maryland
$545K +$535K +6,402 New
CFD
200
Creative Financial Designs
Indiana
$541K -$353K -4,224 -40%