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iShares Russell Top 200 Growth ETF

40 hedge funds and large institutions have $284M invested in iShares Russell Top 200 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 3940 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $286M → $284M (-$2.23M)

1.33% less ownership

Funds ownership: 44.54%43.21% (-1.3%)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
11
Reduced
15
Closed
4
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
$107M -$3.06M -59,477 -3%
UBS Group
2
UBS Group
Switzerland
$62.1M +$2.11M +41,077 +4%
Morgan Stanley
3
Morgan Stanley
New York
$41.9M -$3.65M -70,900 -8%
BCI
4
Brinker Capital Investments
Pennsylvania
$13M
Bank of America
5
Bank of America
North Carolina
$8.61M -$7.16M -139,208 -46%
GFG
6
Gray Financial Group
Georgia
$8.13M -$113K -2,200 -1%
Truist Financial
7
Truist Financial
North Carolina
$7.94M +$793K +15,423 +11%
Ameriprise
8
Ameriprise
Minnesota
$5.83M -$741K -14,411 -11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.39M +$1.63M +31,608 +59%
Wells Fargo
10
Wells Fargo
California
$4.16M +$1.12M +21,750 +37%
MFS
11
MSI Financial Services
Massachusetts
$3.29M -$1.23M -23,943 -27%
LPL Financial
12
LPL Financial
California
$3.19M -$75.7K -1,471 -2%
CS
13
Credit Suisse
Switzerland
$2.85M -$16.7K -324 -0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.46M +$348K +6,757 +17%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.8M +$420K +8,160 +31%
FBNAT
16
FirstMerit Bank N.A. Trustee
Ohio
$1.49M -$15.9K -310 -1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.41M +$1.4M +27,227 New
HighTower Advisors
18
HighTower Advisors
Illinois
$852K -$215K -4,185 -20%
FAAS
19
First Allied Advisory Services
California
$572K -$18.1K -351 -3%
TH
20
Timber Hill
Connecticut
$467K
JP Morgan Chase
21
JP Morgan Chase
New York
$448K -$5.09K -99 -1%
Goldman Sachs
22
Goldman Sachs
New York
$370K -$273K -5,300 -43%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$330K +$22.6K +439 +7%
IIA
24
IPG Investment Advisors
California
$311K
MA
25
Montag & Associates
Georgia
$277K -$18K -350 -6%