We are live on ! Find out more
IJT icon

iShares S&P Small-Cap 600 Growth ETF

350 hedge funds and large institutions have $2.3B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $2.46M

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2.86% more ownership

Funds ownership: 101.57%104.44% (+2.9%)

3% more capital invested

Capital invested by funds: $2.22B → $2.3B (+$76.8M)

0% more funds holding

Funds holding: 350350 (0)

9% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 120

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
350
Holders Change
Holders Change %
0%
% of All Funds
8.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
34
Increased
109
Reduced
120
Closed
29
Calls
$2.96M
Puts
$2.46M
Net Calls
+$501K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$296M -$7.91M -102,860 -3%
Wells Fargo
2
Wells Fargo
California
$265M -$14.6M -189,754 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$178M +$9.6M +124,854 +6%
Bank of America
4
Bank of America
North Carolina
$162M +$328K +4,260 +0.2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$127M -$4.81M -62,522 -4%
UBS Group
6
UBS Group
Switzerland
$76.7M -$231K -3,002 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$69.7M +$4.78M +62,184 +7%
LPL Financial
8
LPL Financial
California
$63.3M +$61M +793,438 +4,178%
M&T Bank
9
M&T Bank
New York
$60.2M -$4.08M -53,026 -6%
UCFA
10
United Capital Financial Advisors
Texas
$52M +$3.21M +41,742 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51M +$3.45M +44,928 +7%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$36.7M +$31.4M +408,412 +660%
Stifel Financial
13
Stifel Financial
Missouri
$35.8M +$6.38M +82,970 +22%
Ameriprise
14
Ameriprise
Minnesota
$33.7M -$582K -7,568 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$31.4M -$2.38M -30,952 -7%
BFA
16
Beaumont Financial Advisors
Massachusetts
$26.3M -$302K -3,926 -1%
NFG
17
Noven Financial Group
Colorado
$17.2M +$355K +4,616 +2%
Goldman Sachs
18
Goldman Sachs
New York
$16.5M +$310K +4,036 +2%
KeyBank National Association
19
KeyBank National Association
Ohio
$15.2M -$412K -5,356 -3%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$14.4M -$1.31M -16,996 -8%
GIA
21
GHP Investment Advisors
Colorado
$13.9M -$136K -1,774 -1%
BPB
22
Badgley, Phelps & Bell
Washington
$13.8M +$400K +5,200 +3%
VFA
23
Voya Financial Advisors
Connecticut
$12.9M -$3.52M -45,742 -22%
UB
24
UMB Bank
Missouri
$12.8M +$13.7K +178 +0.1%
NP
25
NorthRock Partners
Minnesota
$12.3M -$260K -3,386 -2%