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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
CCI
401
Columbus Circle Investors
$623K +$610K +26,080 New
CTA
402
Chesley Taft & Associates
Illinois
$605K +$9.36K +400 +2%
SPC
403
Sigma Planning Corp
Michigan
$597K +$585K +24,996 New
PSUF
404
People's United Financial
Connecticut
$589K -$178K -7,600 -24%
EWA
405
Exencial Wealth Advisors
Oklahoma
$577K
MGIA
406
Moneta Group Investment Advisors
Missouri
$571K
PGFC
407
Peapack-Gladstone Financial Corp
New Jersey
$567K -$6.55K -280 -1%
SFS
408
Summit Financial Strategies
Ohio
$566K +$554K +23,676 New
PI
409
PineBridge Investments
New York
$565K -$344K -14,684 -38%
RP
410
Riverbridge Partners
Minnesota
$556K
ACS
411
Archford Capital Strategies
Illinois
$552K -$3.56K -152 -0.7%
CC
412
Cassaday & Co
Virginia
$552K +$540K +23,084 New
CAM
413
Carret Asset Management
New York
$551K
LW
414
Linscomb Wealth
Texas
$550K +$36.5K +1,560 +7%
SSWM
415
Sheets Smith Wealth Management
North Carolina
$535K
MJP
416
Michael J. Puzo
$522K -$13.1K -560 -3%
RMDI
417
R.M. Davis Inc
Maine
$522K
JWBC
418
J.W. Burns & Co
New York
$520K -$39.8K -1,700 -7%
PSI
419
Pinnacle Summer Investments
Virginia
$509K
CG
420
Caprock Group
Idaho
$508K +$497K +21,236 New
PP
421
Palladium Partners
Virginia
$507K
KCM
422
Karp Capital Management
California
$507K +$496K +21,200 New
MMLI
423
Massachusetts Mutual Life Insurance
Massachusetts
$501K -$4.4K -188 -0.9%
BFS
424
Bradley Foster & Sargent
Connecticut
$492K -$48.2K -2,060 -9%
KA
425
Klingman & Associates
New York
$488K +$478K +20,428 New