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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
Morgan Stanley
1
Morgan Stanley
New York
$310M -$12.9M -154,820 -4%
Wells Fargo
2
Wells Fargo
California
$287M +$24.7M +294,862 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$216M +$15.3M +182,874 +8%
Bank of America
4
Bank of America
North Carolina
$180M +$4.17M +49,860 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$136M -$808K -9,658 -0.6%
LPL Financial
6
LPL Financial
California
$94.3M +$25M +299,470 +37%
UBS Group
7
UBS Group
Switzerland
$90M +$5.16M +61,688 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$77.6M +$1.69M +20,212 +2%
M&T Bank
9
M&T Bank
New York
$64.9M -$368K -4,400 -0.6%
Stifel Financial
10
Stifel Financial
Missouri
$61.3M +$1.71M +20,452 +3%
UCFA
11
United Capital Financial Advisors
Texas
$59.7M +$717K +8,568 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$55.5M -$1.39M -16,584 -2%
Ameriprise
13
Ameriprise
Minnesota
$48.5M +$4.55M +54,404 +11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$39.4M +$4.58M +54,742 +13%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$29.4M -$11.1M -132,450 -28%
BFA
16
Beaumont Financial Advisors
Massachusetts
$28.6M +$231K +2,762 +0.8%
JP Morgan Chase
17
JP Morgan Chase
New York
$20.9M +$8.37M +100,124 +69%
NFG
18
Noven Financial Group
Colorado
$19.7M -$18.6K -222 -0.1%
AIA
19
Arrow Investment Advisors
Maryland
$17.9M +$17.6M +210,184 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$16.9M +$8.61M +102,936 +107%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$15.3M +$227K +2,720 +2%
CA
22
Centerpoint Advisors
Massachusetts
$15.2M +$14.9M +178,200 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$15M +$3.66M +43,810 +33%
GIA
24
GHP Investment Advisors
Colorado
$14.8M -$273K -3,268 -2%
KeyBank National Association
25
KeyBank National Association
Ohio
$14.7M -$449K -5,370 -3%