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iShares S&P Small-Cap 600 Growth ETF

361 hedge funds and large institutions have $2.42B invested in iShares S&P Small-Cap 600 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 119 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $2.3B → $2.42B (+$124M)

3% more funds holding

Funds holding: 350361 (+11)

1.09% more ownership

Funds ownership: 104.44%105.53% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.55M

Holders
361
Holders Change
+11
Holders Change %
+3.14%
% of All Funds
9%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
124
Reduced
119
Closed
22
Calls
$1.46M
Puts
$1.55M
Net Calls
-$83K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$313M +$739K +9,474 +0.2%
Wells Fargo
2
Wells Fargo
California
$253M -$25M -320,892 -9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$194M +$6.08M +77,962 +3%
Bank of America
4
Bank of America
North Carolina
$170M -$517K -6,628 -0.3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$132M -$1.53M -19,674 -1%
UBS Group
6
UBS Group
Switzerland
$81.9M +$990K +12,694 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$73.3M -$180K -2,312 -0.3%
LPL Financial
8
LPL Financial
California
$66.5M -$270K -3,466 -0.4%
M&T Bank
9
M&T Bank
New York
$63.1M -$371K -4,764 -0.6%
UCFA
10
United Capital Financial Advisors
Texas
$56.5M +$1.59M +20,338 +3%
Stifel Financial
11
Stifel Financial
Missouri
$56M +$17.9M +229,310 +50%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$55M +$1.15M +14,750 +2%
Ameriprise
13
Ameriprise
Minnesota
$42.4M +$6.47M +82,910 +19%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$39.3M +$633K +8,124 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$33.6M +$450K +5,774 +1%
BFA
16
Beaumont Financial Advisors
Massachusetts
$27.5M -$226K -2,900 -0.9%
NFG
17
Noven Financial Group
Colorado
$19M +$872K +11,184 +5%
BPB
18
Badgley, Phelps & Bell
Washington
$14.7M +$162K +2,076 +1%
KeyBank National Association
19
KeyBank National Association
Ohio
$14.7M -$1.3M -16,620 -9%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$14.6M -$588K -7,544 -4%
GIA
21
GHP Investment Advisors
Colorado
$14.5M -$69.7K -894 -0.5%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$13.7M +$7.63M +97,786 +142%
NP
23
NorthRock Partners
Minnesota
$13.7M +$637K +8,172 +5%
UB
24
UMB Bank
Missouri
$13.3M -$202K -2,588 -2%
VFA
25
Voya Financial Advisors
Connecticut
$13M -$542K -6,952 -4%