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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
CS
351
Cannell & Spears
New York
$969K
PCMK
352
Paragon Capital Management (Kansas)
Kansas
$962K -$121K -5,176 -11%
BOS
353
Bingham Osborn & Scarborough
California
$958K -$44.9K -1,920 -5%
Charles Schwab
354
Charles Schwab
California
$957K -$936K -40,000 -50%
SCM
355
SOL Capital Management
Maryland
$955K +$18.7K +800 +2%
SFA
356
Sequoia Financial Advisors
Ohio
$938K
GG
357
Gofen & Glossberg
Illinois
$912K
BWM
358
Baystate Wealth Management
Massachusetts
$905K +$45.1K +1,928 +5%
FANJ
359
Financial Architects (New Jersey)
New Jersey
$903K
NFG
360
Next Financial Group
Texas
$899K -$408K -17,424 -32%
N
361
Nuveen
North Carolina
$872K +$854K +36,496 New
BSA
362
Braun Stacey Associates
New York
$868K -$46.3K -1,980 -5%
HCM
363
Howland Capital Management
Massachusetts
$845K
BO
364
BRR OpCo
Ohio
$842K -$39.4K -1,684 -5%
HC
365
Hourglass Capital
Texas
$830K -$122K -5,200 -13%
BBPWM
366
Blue Bell Private Wealth Management
Pennsylvania
$823K -$37.4K -1,600 -4%
WTC
367
WhitTier Trust Company
Nevada
$819K
FHA
368
First Horizon Advisors
Tennessee
$812K -$2.71K -116 -0.3%
CWM
369
Confluence Wealth Management
Oregon
$812K +$2.34K +100 +0.3%
RhumbLine Advisers
370
RhumbLine Advisers
Massachusetts
$811K -$6.07M -259,500 -88%
ECM
371
Exchange Capital Management
Michigan
$810K +$718K +30,680 +959%
CCM
372
Covington Capital Management
California
$808K +$117K +5,000 +17%
CK
373
Carnick & Kubik
Colorado
$803K +$49.6K +2,120 +7%
BPC
374
Banque Pictet & Cie
Switzerland
$797K -$201K -8,600 -20%
AAM
375
AMI Asset Management
California
$795K +$778K +33,252 New