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iShares Russell Top 200 Growth ETF

39 hedge funds and large institutions have $286M invested in iShares Russell Top 200 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

86% more capital invested

Capital invested by funds: $154M → $286M (+$132M)

30% more funds holding

Funds holding: 3039 (+9)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

13.84% more ownership

Funds ownership: 30.7%44.54% (+14%)

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
13
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
1
M&T Bank
New York
$108M +$105M +2,124,214 +25,088%
UBS Group
2
UBS Group
Switzerland
$58.4M +$57.3M +1,157,277 New
Morgan Stanley
3
Morgan Stanley
New York
$44.4M +$7.18M +144,997 +20%
Bank of America
4
Bank of America
North Carolina
$15.4M -$335K -6,768 -2%
BCI
5
Brinker Capital Investments
Pennsylvania
$12.7M -$792K -16,000 -6%
GFG
6
Gray Financial Group
Georgia
$8.03M +$7.88M +159,234 New
Truist Financial
7
Truist Financial
North Carolina
$6.95M +$371K +7,499 +6%
Ameriprise
8
Ameriprise
Minnesota
$6.4M -$96.7K -1,953 -2%
MFS
9
MSI Financial Services
Massachusetts
$4.41M +$438K +8,844 +11%
LPL Financial
10
LPL Financial
California
$3.2M -$186K -3,761 -6%
Wells Fargo
11
Wells Fargo
California
$2.96M +$459K +9,277 +19%
CS
12
Credit Suisse
Switzerland
$2.79M +$594 +12 +0%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.68M +$1.4M +28,186 +113%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.05M -$1.44M -29,132 -42%
FBNAT
15
FirstMerit Bank N.A. Trustee
Ohio
$1.47M +$4.95K +100 +0.3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.34M -$22.1K -446 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.04M -$31.9K -645 -3%
Goldman Sachs
18
Goldman Sachs
New York
$628K +$616K +12,446 New
FAAS
19
First Allied Advisory Services
California
$578K +$23.7K +479 +4%
TH
20
Timber Hill
Connecticut
$455K -$5.15K -104 -1%
HC
21
HHG & Company
Connecticut
$446K +$438K +8,848 New
JP Morgan Chase
22
JP Morgan Chase
New York
$441K +$433K +8,750 New
NPC
23
National Planning Corporation
California
$428K -$3.17K -64 -0.7%
Citadel Advisors
24
Citadel Advisors
Florida
$365K +$359K +7,241 New
IIA
25
IPG Investment Advisors
California
$303K +$297K +6,000 New