We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

300 hedge funds and large institutions have $1.81B invested in iShares S&P Small-Cap 600 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

58% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $810K

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6% more capital invested

Capital invested by funds: $1.7B → $1.81B (+$101M)

6% more funds holding

Funds holding: 284300 (+16)

2.93% less ownership

Funds ownership: 107.15%104.22% (-2.9%)

Holders
300
Holders Change
+16
Holders Change %
+5.63%
% of All Funds
8%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
31
Increased
112
Reduced
89
Closed
7
Calls
$1.28M
Puts
$810K
Net Calls
+$466K
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$317M -$59.1M -875,978 -16%
Morgan Stanley
2
Morgan Stanley
New York
$232M +$1.12M +16,524 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$132M +$3.92M +58,080 +3%
Bank of America
4
Bank of America
North Carolina
$114M +$2.4M +35,616 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$112M +$9.51M +140,902 +9%
UBS Group
6
UBS Group
Switzerland
$57M +$4.64M +68,782 +9%
M&T Bank
7
M&T Bank
New York
$55.5M -$2.54M -37,660 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$55.2M +$3.04M +45,106 +6%
UCFA
9
United Capital Financial Advisors
Texas
$42.4M +$3.25M +48,204 +8%
NFG
10
Noven Financial Group
Colorado
$28.8M +$14M +207,518 +92%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28.2M +$750K +11,108 +3%
Stifel Financial
12
Stifel Financial
Missouri
$28.2M -$1.92M -28,410 -7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$24.6M +$499K +7,398 +2%
BFA
14
Beaumont Financial Advisors
Massachusetts
$21M +$2.45M +36,346 +13%
Ameriprise
15
Ameriprise
Minnesota
$20.5M +$4.75M +70,366 +31%
RJA
16
Raymond James & Associates
Florida
$16M +$744K +11,030 +5%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$13.7M +$144K +2,128 +1%
GIA
18
GHP Investment Advisors
Colorado
$12.4M -$15.8K -234 -0.1%
IA
19
IndexIQ Advisors
New York
$11.6M -$10.5M -154,946 -48%
KeyBank National Association
20
KeyBank National Association
Ohio
$11.5M +$795K +11,786 +8%
NP
21
NorthRock Partners
Minnesota
$11.4M -$193K -2,860 -2%
BPB
22
Badgley, Phelps & Bell
Washington
$11.1M +$339K +5,028 +3%
VFA
23
Voya Financial Advisors
Connecticut
$10.6M +$869K +12,870 +9%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$10.6M -$337K -5,000 -3%
FHB
25
First Hawaiian Bank
Hawaii
$9.56M -$1.74M -25,800 -16%