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iShares Russell Top 200 Growth ETF

48 hedge funds and large institutions have $232M invested in iShares Russell Top 200 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

12% more funds holding

Funds holding: 4348 (+5)

3% more capital invested

Capital invested by funds: $226M → $232M (+$6.03M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.78% less ownership

Funds ownership: 42.66%40.88% (-1.8%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
15
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
26
Welch & Forbes
Massachusetts
$304K +$304K +5,686 New
NPC
27
National Planning Corporation
California
$300K +$328K +6,128 New
MA
28
Montag & Associates
Georgia
$251K -$34.9K -653 -12%
AIG
29
American International Group
New York
$249K +$162K +3,022 +186%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$172K +$13K +242 +8%
MFS
31
MSI Financial Services
Massachusetts
$85K +$58.9K +1,101 +224%
LWA
32
Lenox Wealth Advisors
New York
$64K
Citigroup
33
Citigroup
New York
$48K -$32.9K -614 -41%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$43K +$42.8K +800 New
TAIM
35
TD Ameritrade Investment Management
Nebraska
$42K
VIA
36
Vantage Investment Advisors
Pennsylvania
$22K
WA
37
WFG Advisors
Texas
$17K +$161 +3 +1%
Creative Planning
38
Creative Planning
Kansas
$16K
IWMPD
39
Integrated Wealth Management (Palm Desert)
California
$11K +$54 +1 +0.5%
CCMW
40
Cypress Capital Management (Wyoming)
Wyoming
$6.64K
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$5K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$5K
GWM
43
Gupta Wealth Management
California
$5K +$5.35K +100 New
NFG
44
Next Financial Group
Texas
$1K
BlackRock
45
BlackRock
New York
$1K +$1.28K +24 New
CS
46
Credit Suisse
Switzerland
-$2.73M -55,250 Closed
TH
47
Timber Hill
Connecticut
-$956K -19,332 Closed
JP Morgan Chase
48
JP Morgan Chase
New York
-$339K -6,335 -100%
Goldman Sachs
49
Goldman Sachs
New York
-$250K -5,050 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$234K -4,741 Closed