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iShares Russell 1000 Growth ETF

583 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 202 increasing their positions, 174 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 19

192% more call options, than puts

Call options by funds: $7.98M | Put options by funds: $2.73M

18% more funds holding in top 10

Funds holding in top 10: 91107 (+16)

16% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 174

15% more funds holding

Funds holding: 505583 (+78)

11% more capital invested

Capital invested by funds: $14.7B → $16.3B (+$1.61B)

2.07% less ownership

Funds ownership: 235.49%233.43% (-2.1%)

Holders
583
Holders Change
+78
Holders Change %
+15.45%
% of All Funds
15.55%
Holding in Top 10
107
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.58%
% of All Funds
2.85%
New
105
Increased
202
Reduced
174
Closed
19
Calls
$7.98M
Puts
$2.73M
Net Calls
+$5.25M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
Jackson Wealth Management
Florida
$2.84M +$2.78M +118,948 New
DMC
252
Drexel Morgan & Co
Pennsylvania
$2.81M -$85.3K -3,648 -3%
HSA
253
HBK Sorce Advisory
Pennsylvania
$2.79M +$4.87K +208 +0.2%
DCP
254
DSM Capital Partners
Florida
$2.78M +$1.99M +85,056 +272%
HCM
255
HM Capital Management
Missouri
$2.76M
CM
256
Castleark Management
Illinois
$2.73M +$2.68M +114,400 New
Sands Capital Management
257
Sands Capital Management
Virginia
$2.7M +$2.64M +113,000 New
FA
258
FCG Advisors
New Jersey
$2.65M +$864K +36,944 +50%
PFA
259
Pure Financial Advisors
California
$2.61M +$176K +7,508 +7%
BP
260
Ballentine Partners
Massachusetts
$2.61M +$30.4K +1,300 +1%
HTC
261
Haverford Trust Company
Pennsylvania
$2.58M -$502K -21,440 -17%
OPCM
262
Osborne Partners Capital Management
California
$2.58M -$29K -1,240 -1%
GF
263
Gerstein Fisher
New York
$2.56M +$1.55M +66,308 +162%
RIA
264
Regal Investment Advisors
Michigan
$2.51M -$105K -4,500 -4%
JWM
265
Jacobus Wealth Management
Wisconsin
$2.51M -$141K -6,036 -5%
AB
266
Atlas Brown
Kentucky
$2.48M +$188K +8,036 +8%
LCM
267
Logan Capital Management
Pennsylvania
$2.45M +$2.14M +91,652 +841%
FWCM
268
First Western Capital Management
California
$2.39M +$114K +4,860 +5%
Franklin Resources
269
Franklin Resources
California
$2.35M -$88.2K -3,772 -4%
CCM
270
Coldstream Capital Management
Washington
$2.34M +$51.4K +2,196 +2%
AIM
271
Avity Investment Management
Connecticut
$2.33M +$108K +4,620 +5%
Comerica Bank
272
Comerica Bank
Texas
$2.29M +$1.49M +63,776 +198%
SGA
273
Sustainable Growth Advisers
Connecticut
$2.23M +$2.18M +93,132 New
NEPWA
274
New England Private Wealth Advisors
Massachusetts
$2.19M +$72.2K +3,088 +3%
FNBSF
275
First National Bank Sioux Falls
South Dakota
$2.19M -$373K -15,936 -15%