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iShares S&P Small-Cap 600 Growth ETF

467 hedge funds and large institutions have $2.75B invested in iShares S&P Small-Cap 600 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 185 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

51,750% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $2K

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

1% less funds holding

Funds holding: 472467 (-5)

1.3% less ownership

Funds ownership: 109.97%108.66% (-1.3%)

7% less capital invested

Capital invested by funds: $2.96B → $2.75B (-$214M)

36% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 185

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

Holders
467
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
10.24%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.18%
New
32
Increased
118
Reduced
185
Closed
32
Calls
$1.04M
Puts
$2K
Net Calls
+$1.03M
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$280M -$4.01M -44,384 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$268M +$6.95M +76,964 +3%
Wells Fargo
3
Wells Fargo
California
$235M -$12.5M -138,274 -5%
Bank of America
4
Bank of America
North Carolina
$204M -$4.42M -48,946 -2%
M&T Bank
5
M&T Bank
New York
$155M +$1.21M +13,440 +0.8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$134M -$754K -8,352 -0.6%
UBS Group
7
UBS Group
Switzerland
$113M -$52.2K -578 -0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$98.2M +$1.27M +14,068 +1%
UCFA
9
United Capital Financial Advisors
Texas
$67.5M +$1.72M +19,106 +3%
LPL Financial
10
LPL Financial
California
$66.7M +$172K +1,906 +0.3%
Stifel Financial
11
Stifel Financial
Missouri
$66.6M -$32.5M -360,000 -33%
Ameriprise
12
Ameriprise
Minnesota
$61.6M -$13.5M -149,132 -18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$61.2M -$14M -155,378 -18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$42.2M -$840K -9,306 -2%
BFA
15
Beaumont Financial Advisors
Massachusetts
$32.4M +$612K +6,782 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$23.4M +$527K +5,838 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$20.3M +$1.22M +13,542 +6%
Mariner
18
Mariner
Kansas
$19.8M +$849K +9,410 +4%
Truist Financial
19
Truist Financial
North Carolina
$19.2M +$298K +3,306 +2%
SL
20
Salomon & Ludwin
Virginia
$16.7M -$387K -4,284 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$16.4M +$590K +6,534 +4%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$16.1M +$366K +4,050 +2%
SEI Investments
23
SEI Investments
Pennsylvania
$15.1M +$178K +1,970 New
HighTower Advisors
24
HighTower Advisors
Illinois
$14.8M -$101K -1,122 -0.7%
CFSG
25
Community Financial Services Group
Vermont
$13.9M +$301K +3,340 +2%