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iShares Russell Top 200 Growth ETF

42 hedge funds and large institutions have $275M invested in iShares Russell Top 200 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 4042 (+2)

3.2% more ownership

Funds ownership: 43.21%46.42% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

3% less capital invested

Capital invested by funds: $284M → $275M (-$9.37M)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
11
Reduced
11
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 -$1.53M -28,980 -1%
UBS Group
2
UBS Group
Switzerland
$65.7M +$3.36M +63,610 +5%
Morgan Stanley
3
Morgan Stanley
New York
$28.5M -$13.9M -262,223 -32%
BCI
4
Brinker Capital Investments
Pennsylvania
$13.1M
Bank of America
5
Bank of America
North Carolina
$9.16M +$509K +9,633 +6%
Truist Financial
6
Truist Financial
North Carolina
$8.37M +$385K +7,291 +5%
GFG
7
Gray Financial Group
Georgia
$8.08M -$98.2K -1,858 -1%
Wells Fargo
8
Wells Fargo
California
$6.09M +$1.92M +36,402 +45%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.28M +$869K +16,451 +19%
Ameriprise
10
Ameriprise
Minnesota
$3.92M -$1.97M -37,367 -33%
LPL Financial
11
LPL Financial
California
$3.77M +$539K +10,204 +16%
MFS
12
MSI Financial Services
Massachusetts
$2.87M -$445K -8,426 -13%
CS
13
Credit Suisse
Switzerland
$2.87M
AssetMark Inc
14
AssetMark Inc
California
$1.71M +$1.73M +32,797 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.55M -$263K -4,968 -14%
FBNAT
16
FirstMerit Bank N.A. Trustee
Ohio
$1.48M -$20.7K -392 -1%
Jane Street
17
Jane Street
New York
$914K +$927K +17,551 New
HighTower Advisors
18
HighTower Advisors
Illinois
$882K -$273K -5,168 -31%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$854K -$1.64M -31,042 -65%
TH
20
Timber Hill
Connecticut
$732K +$265K +5,014 +56%
JP Morgan Chase
21
JP Morgan Chase
New York
$363K -$88.9K -1,683 -19%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$335K +$2.54K +48 +0.8%
IIA
23
IPG Investment Advisors
California
$313K
Goldman Sachs
24
Goldman Sachs
New York
$292K -$81K -1,533 -21%
MA
25
Montag & Associates
Georgia
$279K