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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
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$52.2M -$4.09M -174,660 -7%
Stifel Financial
52
Stifel Financial
Missouri
$51.3M +$1.16M +49,604 +2%
KT
53
Kanaly Trust
Texas
$50M -$388K -16,576 -0.8%
CL
54
Choreo LLC
Illinois
$45.3M +$2.49M +106,564 +6%
BFA
55
Beaumont Financial Advisors
Massachusetts
$44.5M +$12.8M +548,764 +42%
SAM
56
Silvercrest Asset Management
New York
$43.7M +$6.56M +280,380 +18%
CFA
57
Capstone Financial Advisors
Illinois
$42.5M
Prudential Financial
58
Prudential Financial
New Jersey
$41.6M -$702K -30,000 -2%
CWA
59
Constellation Wealth Advisors
New York
$39M
WSTAM
60
Wilbanks Smith & Thomas Asset Management
Virginia
$36.5M +$1.88M +80,528 +6%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$35.7M +$2.56M +109,320 +8%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$35M +$9.65M +412,556 +39%
FCI
63
Financial Counselors Inc
Kansas
$35M +$8.2M +350,620 +32%
MG
64
Mather Group
Illinois
$34.7M +$1.44M +61,344 +4%
AI
65
Accredited Investors
Minnesota
$34.6M -$3.06M -130,848 -8%
FBFS
66
First Business Financial Services
Wisconsin
$34.3M +$8.76M +374,484 +35%
BTS
67
BB&T Securities
Virginia
$33.4M +$1.52M +64,784 +86%
NA
68
Nottingham Advisors
New York
$31.7M -$690K -29,480 -2%
DADC
69
D.A. Davidson & Co
Montana
$31.5M -$66.4K -2,840 -0.2%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$30.5M -$692K -29,588 -2%
FA
71
FDx Advisors
Illinois
$29.3M +$7.89M +337,352 +38%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$29M -$4.17M -178,344 -13%
I2I
73
Insight 2811 Inc
Illinois
$28.3M -$1.51M -64,680 -5%
PI
74
Placemark Investments
Illinois
$28.3M +$5.71M +244,068 +26%
BIM
75
Bridges Investment Management
Nebraska
$28.1M +$109K +4,640 +0.4%