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iShares S&P Small-Cap 600 Growth ETF

468 hedge funds and large institutions have $2.88B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 153 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 110.21%110.73% (+0.53%)

0% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 153

5% less funds holding

Funds holding: 492468 (-24)

25% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 84

28% less capital invested

Capital invested by funds: $3.98B → $2.88B (-$1.1B)

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

Holders
468
Holders Change
-24
Holders Change %
-4.88%
% of All Funds
10.43%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.38%
New
63
Increased
153
Reduced
153
Closed
84
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$289M -$21.5M -241,710 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$270M +$41.3M +463,660 +16%
Wells Fargo
3
Wells Fargo
California
$255M -$69.3M -777,466 -20%
Bank of America
4
Bank of America
North Carolina
$199M -$29.8M -334,596 -12%
M&T Bank
5
M&T Bank
New York
$134M +$12.4M +139,234 +9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$127M -$1.23M -13,850 -0.9%
LPL Financial
7
LPL Financial
California
$103M +$4.42M +49,608 +4%
Stifel Financial
8
Stifel Financial
Missouri
$101M +$10.7M +120,008 +11%
Ameriprise
9
Ameriprise
Minnesota
$92.3M +$5.84M +65,530 +6%
UBS Group
10
UBS Group
Switzerland
$90.3M -$17.1M -192,518 -15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$86.8M +$23.5M +264,356 +33%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$61.1M -$5.47M -61,390 -8%
UCFA
13
United Capital Financial Advisors
Texas
$56.7M +$716K +8,042 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$41.2M -$7.24M -81,288 -14%
BFA
15
Beaumont Financial Advisors
Massachusetts
$27.5M -$1.23M -13,782 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$22.7M -$5.23M -58,750 -17%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$21.8M +$4.27M +47,990 +22%
AG
18
Advisor Group
Arizona
$21.6M -$473K -5,312 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$20.2M -$734K -8,244 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$19.5M -$18.1M -203,628 -46%
RJA
21
Raymond James & Associates
Florida
$16.7M +$3.1M +34,788 +20%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$15.9M -$8.37M -93,984 -32%
Mariner
23
Mariner
Kansas
$15.9M +$8.84M +99,244 +102%
SL
24
Salomon & Ludwin
Virginia
$15.6M +$17.3M +193,810 New
VFA
25
Voya Financial Advisors
Connecticut
$14.8M -$312K -3,506 -2%