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iShares Russell Top 200 Growth ETF

42 hedge funds and large institutions have $275M invested in iShares Russell Top 200 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 4042 (+2)

3.2% more ownership

Funds ownership: 43.21%46.42% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

3% less capital invested

Capital invested by funds: $284M → $275M (-$9.37M)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
11
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
26
National Planning Corporation
California
$203K +$201K +3,810 New
MAA
27
Managed Account Advisors
New Jersey
$149K +$151K +2,854 New
AIG
28
American International Group
New York
$136K +$33.7K +638 +32%
BRWM
29
B. Riley Wealth Management
Tennessee
$75K
LWA
30
Lenox Wealth Advisors
New York
$63K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$50K +$22.7K +430 +82%
Citigroup
32
Citigroup
New York
$47K
TAIM
33
TD Ameritrade Investment Management
Nebraska
$25K +$25K +473 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$22K +$22.1K +419 New
WA
35
WFG Advisors
Texas
$16K
IWMPD
36
Integrated Wealth Management (Palm Desert)
California
$11K +$53 +1 +0.5%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$8K
AWM
38
AllSquare Wealth Management
New York
$8K +$7.71K +146 New
CCMW
39
Cypress Capital Management (Wyoming)
Wyoming
$6.46K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$2K
NFG
41
Next Financial Group
Texas
$2K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$1.41M -27,227 Closed
FAAS
43
First Allied Advisory Services
California
-$572K -11,058 Closed
DADC
44
D.A. Davidson & Co
Montana
-$45K -887 Closed
Creative Planning
45
Creative Planning
Kansas
-$16K -301 Closed