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iShares Russell Top 200 Growth ETF

31 hedge funds and large institutions have $147M invested in iShares Russell Top 200 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

29% more funds holding

Funds holding: 2431 (+7)

13% more capital invested

Capital invested by funds: $130M → $147M (+$16.7M)

0.34% less ownership

Funds ownership: 28.24%27.9% (-0.34%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$50.9M +$3.66M +79,196 +8%
Morgan Stanley
2
Morgan Stanley
New York
$35.5M +$353K +7,658 +1%
Bank of America
3
Bank of America
North Carolina
$19.8M +$3.98M +86,284 +26%
BCI
4
Brinker Capital Investments
Pennsylvania
$12.8M
Ameriprise
5
Ameriprise
Minnesota
$6.47M -$469K -10,152 -7%
MFS
6
MSI Financial Services
Massachusetts
$3.61M +$216K +4,669 +7%
LPL Financial
7
LPL Financial
California
$2.89M +$1.17M +25,304 +72%
CS
8
Credit Suisse
Switzerland
$2.63M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.1M +$1.02M +22,064 +100%
FBNAT
10
FirstMerit Bank N.A. Trustee
Ohio
$1.38M -$51.6K -1,118 -4%
Wells Fargo
11
Wells Fargo
California
$1.38M +$136K +2,946 +11%
Truist Financial
12
Truist Financial
North Carolina
$1.37M +$19.7K +426 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$964K -$773K -16,750 -45%
HighTower Advisors
14
HighTower Advisors
Illinois
$950K +$41.3K +894 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$847K -$59.1K -1,281 -7%
FAAS
16
First Allied Advisory Services
California
$513K +$495K +10,729 New
TH
17
Timber Hill
Connecticut
$446K -$33K -716 -7%
Jane Street
18
Jane Street
New York
$445K -$815K -17,651 -65%
NPC
19
National Planning Corporation
California
$404K +$11.9K +257 +3%
MA
20
Montag & Associates
Georgia
$284K
VKH
21
Virtu KCG Holdings
New York
$283K +$274K +5,932 New
FNBOO
22
First National Bank of Omaha
Nebraska
$275K -$11.1K -240 -4%
OIA
23
Optimum Investment Advisors
Illinois
$110K +$106K +2,307 New
BRWM
24
B. Riley Wealth Management
Tennessee
$69K
NFG
25
Next Financial Group
Texas
$30K +$29.1K +630 New