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iShares Russell Top 200 Growth ETF

23 hedge funds and large institutions have $116M invested in iShares Russell Top 200 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

14% more capital invested

Capital invested by funds: $102M → $116M (+$14.2M)

10% more funds holding

Funds holding: 2123 (+2)

0.18% more ownership

Funds ownership: 26.04%26.22% (+0.18%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$40.3M +$3.18M +73,956 +9%
Morgan Stanley
2
Morgan Stanley
New York
$31.3M +$4.29M +99,732 +17%
BCI
3
Brinker Capital Investments
Pennsylvania
$12.1M
Bank of America
4
Bank of America
North Carolina
$8.18M -$436K -10,130 -5%
Ameriprise
5
Ameriprise
Minnesota
$7.41M +$70.7K +1,642 +1%
MFS
6
MSI Financial Services
Massachusetts
$3.05M +$86.8K +2,017 +3%
CS
7
Credit Suisse
Switzerland
$2.48M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.79M -$5.79M -134,449 -77%
LPL Financial
9
LPL Financial
California
$1.5M -$102K -2,359 -7%
FBNAT
10
FirstMerit Bank N.A. Trustee
Ohio
$1.36M +$42.3K +983 +3%
DS
11
DRW Securities
Illinois
$1.25M +$1.19M +27,658 New
Wells Fargo
12
Wells Fargo
California
$1.21M -$94.8K -2,202 -8%
Truist Financial
13
Truist Financial
North Carolina
$1.2M +$173K +4,022 +18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$775K +$134K +3,118 +22%
HighTower Advisors
15
HighTower Advisors
Illinois
$704K +$671K +15,583 New
TH
16
Timber Hill
Connecticut
$546K -$21.5K -500 -4%
NPC
17
National Planning Corporation
California
$336K +$8.05K +187 +3%
FNBOO
18
First National Bank of Omaha
Nebraska
$271K -$8.61K -200 -3%
MA
19
Montag & Associates
Georgia
$269K -$129K -3,000 -34%
WA
20
WFG Advisors
Texas
$17K +$3.1K +72 +24%
NES
21
New England Securities
New York
$16K +$3.23K +75 +27%
Creative Planning
22
Creative Planning
Kansas
$16K +$15.5K +359 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1K +$904 +21 New
NAM
24
NTV Asset Management
West Virginia
-$203K -5,007 Closed
HNB
25
Huntington National Bank
Ohio
-$9K