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iShares Russell Top 200 Growth ETF

24 hedge funds and large institutions have $130M invested in iShares Russell Top 200 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

12% more capital invested

Capital invested by funds: $116M → $130M (+$13.8M)

4% more funds holding

Funds holding: 2324 (+1)

2.02% more ownership

Funds ownership: 26.22%28.24% (+2%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$44.7M +$4.23M +94,218 +11%
Morgan Stanley
2
Morgan Stanley
New York
$33.3M +$1.91M +42,479 +6%
Bank of America
3
Bank of America
North Carolina
$14.9M +$6.66M +148,256 +82%
BCI
4
Brinker Capital Investments
Pennsylvania
$12.1M
Ameriprise
5
Ameriprise
Minnesota
$6.6M -$818K -18,215 -11%
MFS
6
MSI Financial Services
Massachusetts
$3.21M +$156K +3,477 +5%
CS
7
Credit Suisse
Switzerland
$2.49M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.67M +$1.66M +36,945 New
LPL Financial
9
LPL Financial
California
$1.6M +$95.1K +2,119 +6%
FBNAT
10
FirstMerit Bank N.A. Trustee
Ohio
$1.36M -$4.49K -100 -0.3%
Truist Financial
11
Truist Financial
North Carolina
$1.28M +$75.2K +1,675 +6%
Jane Street
12
Jane Street
New York
$1.22M +$1.21M +26,977 New
Wells Fargo
13
Wells Fargo
California
$1.17M -$44.4K -989 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$996K -$790K -17,583 -44%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$862K +$84.2K +1,875 +11%
HighTower Advisors
16
HighTower Advisors
Illinois
$861K +$154K +3,430 +22%
TH
17
Timber Hill
Connecticut
$456K -$91K -2,027 -17%
NPC
18
National Planning Corporation
California
$376K +$35.9K +799 +11%
FNBOO
19
First National Bank of Omaha
Nebraska
$272K
MA
20
Montag & Associates
Georgia
$270K
BRWM
21
B. Riley Wealth Management
Tennessee
$66K +$65.1K +1,450 New
WA
22
WFG Advisors
Texas
$14K -$3.14K -70 -19%
NES
23
New England Securities
New York
$11K -$4.49K -100 -29%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1K
DS
25
DRW Securities
Illinois
-$1.25M -27,658 Closed