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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
NEPPG
376
New England Professional Planning Group
Rhode Island
$788K +$773K +33,044 New
SFM
377
Signet Financial Management
New Jersey
$781K +$765K +32,692 New
MPAM
378
Murphy Pohlad Asset Management
Minnesota
$779K
CFA
379
Cahill Financial Advisors
Minnesota
$778K -$46.7K -1,996 -6%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$773K +$756K +32,320 New
VIA
381
Virtus Investment Advisers
Connecticut
$760K +$39.3K +1,680 +6%
AA
382
Ancora Advisors
Ohio
$757K
FIM
383
Freedom Investment Management
Connecticut
$757K +$53.8K +2,300 +8%
KCM
384
Kanawha Capital Management
Virginia
$756K +$9.36K +400 +1%
CC
385
Courier Capital
New York
$755K
Westfield Capital Management
386
Westfield Capital Management
Massachusetts
$733K +$717K +30,656 New
KIA
387
KCM Investment Advisors
California
$721K -$57.4K -2,452 -8%
CCT
388
Capital City Trust
Florida
$718K
EWA
389
EP Wealth Advisors
California
$696K
SEI Investments
390
SEI Investments
Pennsylvania
$695K +$679K +29,032 New
WA
391
WFG Advisors
Texas
$682K -$69.7K -2,980 -9%
WP
392
WMS Partners
Maryland
$674K +$842 +36 +0.1%
IP
393
Investment Partners
Ohio
$668K +$653K +27,932 New
ACM
394
Atlanta Capital Management
Georgia
$655K +$641K +27,400 New
FTI
395
Fiduciary Trust International
Massachusetts
$650K
AMG
396
Asset Management Group
Connecticut
$650K +$1.87K +80 +0.3%
WF
397
Welch & Forbes
Massachusetts
$636K -$23.4K -1,000 -4%
BII
398
Bainco International Investors
Massachusetts
$636K
PFG
399
Pacific Financial Group
Washington
$635K +$10.1K +432 +2%
LCM
400
Liberty Capital Management
Michigan
$623K -$19.7K -840 -3%