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iShares S&P Small-Cap 600 Growth ETF

335 hedge funds and large institutions have $2.07B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+35
Holders Change %
+11.67%
% of All Funds
8.39%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
57
Increased
143
Reduced
78
Closed
20
Calls
$963K
Puts
$1.47M
Net Calls
-$507K
Net Calls Change
-$973K
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
201
Cue Advisory Services
Arizona
$411K +$80.5K +1,072 +24%
AWM
202
Affinity Wealth Management
Delaware
$407K -$77.9K -1,040 -16%
SS
203
Simplicity Solutions
Minnesota
$407K +$407K +5,428 New
CCP
204
Corient Capital Partners
California
$402K
SIC
205
Shoker Investment Counsel
Ohio
$401K +$749 +10 +0.2%
Brown Advisory
206
Brown Advisory
Maryland
$400K +$54.6K +728 +16%
BL
207
Balentine LLC
Georgia
$397K -$3.6K -48 -0.9%
CCA
208
Clearwater Capital Advisors
Illinois
$371K -$1.96K -26 -0.5%
FWP
209
FAS Wealth Partners
Kansas
$369K +$1.2K +16 +0.3%
GCMG
210
Gyroscope Capital Management Group
Florida
$368K -$3.6K -48 -1%
NAM
211
NTV Asset Management
West Virginia
$367K
RIA
212
Regal Investment Advisors
Michigan
$364K -$382K -5,092 -51%
PMG
213
ProVise Management Group
Florida
$362K
KSA
214
Ken Stern & Associates
California
$362K +$76.8K +1,024 +27%
HW
215
Hedeker Wealth
Illinois
$362K +$337K +4,496 +1,354%
BAS
216
Brown Advisory Securities
Maryland
$357K +$357K +4,728 New
BSB
217
Bangor Savings Bank
Maine
$345K
CHC
218
City Holding Co
West Virginia
$329K +$150 +2 +0%
FMWA
219
Forvis Mazars Wealth Advisors
Missouri
$326K
PA
220
Pinnacle Associates
New York
$324K +$55.9K +744 +21%
WTC
221
WhitTier Trust Company
Nevada
$323K
AFP
222
Ausdal Financial Partners
Iowa
$321K +$47.3K +630 +17%
GMA
223
Goldstein Munger & Associates
California
$321K +$321K +4,284 New
QCMC
224
Quantum Capital Management (California)
California
$309K -$4.8K -64 -2%
JIC
225
Johnson Investment Counsel
Ohio
$308K