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iShares Russell Top 200 Growth ETF

43 hedge funds and large institutions have $226M invested in iShares Russell Top 200 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 4243 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

3.75% less ownership

Funds ownership: 46.42%42.66% (-3.8%)

18% less capital invested

Capital invested by funds: $275M → $226M (-$49M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
14
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$147K +$105K +2,015 +211%
AIG
27
American International Group
New York
$80K -$51.6K -992 -38%
Citigroup
28
Citigroup
New York
$75K +$32K +614 +68%
LWA
29
Lenox Wealth Advisors
New York
$59K
TAIM
30
TD Ameritrade Investment Management
Nebraska
$39K +$16.7K +320 +68%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$28K +$29.9K +575 New
MFS
32
MSI Financial Services
Massachusetts
$24K -$2.84M -54,598 -99%
VIA
33
Vantage Investment Advisors
Pennsylvania
$21K +$21.9K +420 New
WA
34
WFG Advisors
Texas
$15K +$52 +1 +0.3%
Creative Planning
35
Creative Planning
Kansas
$15K +$15.7K +301 New
IWMPD
36
Integrated Wealth Management (Palm Desert)
California
$10K +$52 +1 +0.5%
CCMW
37
Cypress Capital Management (Wyoming)
Wyoming
$6.13K
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$4K +$2.6K +50 +128%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.43K +85 New
NFG
40
Next Financial Group
Texas
$1K -$1.04K -20 -43%
NMIS
41
Northwestern Mutual Investment Services
Wisconsin
$1K +$1.3K +25 New
AssetMark Inc
42
AssetMark Inc
California
-$1.71M -32,789 -100%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
-$1.55M -29,718 Closed
NPC
44
National Planning Corporation
California
-$203K -3,810 Closed
BRWM
45
B. Riley Wealth Management
Tennessee
-$75K -1,450 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
-$22K -419 Closed
FANJ
47
Financial Architects (New Jersey)
New Jersey
-$8K -150 Closed
AWM
48
AllSquare Wealth Management
New York
-$8K -146 Closed