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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
JRP
176
Jasper Ridge Partners
California
$6.67M
SFS
177
Strategic Financial Services
New York
$6.63M +$825K +35,260 +15%
LNC
178
Lincoln National Corp
Pennsylvania
$6.61M +$106K +4,512 +2%
GLA
179
Great Lakes Advisors
Illinois
$6.61M +$4.29M +183,360 +197%
MIAN
180
Mariner Independent Advisor Network
Kansas
$6.58M -$143K -6,100 -2%
Brown Advisory
181
Brown Advisory
Maryland
$6.45M +$1.77M +75,868 +39%
1IA
182
1834 Investment Advisors
Wisconsin
$6.4M +$86.1K +3,680 +1%
TA
183
Teachers Advisors
New York
$6.22M -$5.23M -223,600 -46%
SCG
184
Sonata Capital Group
Washington
$6.07M +$5.94M +253,800 New
P
185
Pitcairn
Pennsylvania
$5.97M +$374K +16,000 +7%
TCM
186
Twele Capital Management
Minnesota
$5.95M
WT
187
Whittier Trust
California
$5.95M
S
188
SignatureFD
Georgia
$5.72M +$1.38M +58,928 +33%
JFG
189
JMG Financial Group
Illinois
$5.63M -$86.6K -3,700 -2%
HI
190
Horizon Investments
North Carolina
$5.62M +$1.14M +48,900 +26%
SCM
191
Stonehearth Capital Management
Massachusetts
$5.54M +$5.42M +231,576 New
CCWA
192
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.52M -$409K -17,496 -7%
FFS
193
Founders Financial Securities
Maryland
$5.49M +$1.06M +45,404 +25%
MPM
194
Meritage Portfolio Management
Kansas
$5.49M +$410K +17,536 +8%
FCBT
195
First Citizens Bank & Trust
North Carolina
$5.34M -$86K -3,676 -2%
NL
196
NWAM LLC
Washington
$5.26M -$578K -24,708 -10%
MCWS
197
McKinley Carter Wealth Services
West Virginia
$5.21M +$1.79M +76,352 +54%
EWM
198
Evercore Wealth Management
New York
$5.2M +$71.1K +3,040 +1%
PSW
199
Portfolio Strategies (Washington)
Washington
$5.13M +$4.57M +195,548 +1,013%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$5.08M +$4.73M +201,992 +1,932%