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iShares Russell Top 200 Growth ETF

43 hedge funds and large institutions have $226M invested in iShares Russell Top 200 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 4243 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

3.75% less ownership

Funds ownership: 46.42%42.66% (-3.8%)

18% less capital invested

Capital invested by funds: $275M → $226M (-$49M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
14
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$61.2M -$1.27M -24,408 -2%
M&T Bank
2
M&T Bank
New York
$54.4M -$49.1M -943,908 -46%
Morgan Stanley
3
Morgan Stanley
New York
$26.2M -$834K -16,010 -3%
WBG
4
Wharton Business Group
Pennsylvania
$19M +$20M +385,000 New
BCI
5
Brinker Capital Investments
Pennsylvania
$12.5M
Bank of America
6
Bank of America
North Carolina
$9.58M +$931K +17,878 +10%
Truist Financial
7
Truist Financial
North Carolina
$8.06M +$134K +2,568 +2%
GFG
8
Gray Financial Group
Georgia
$7.33M -$362K -6,951 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.49M +$511K +9,819 +10%
Wells Fargo
10
Wells Fargo
California
$4.05M -$1.82M -34,878 -30%
Ameriprise
11
Ameriprise
Minnesota
$3.21M -$550K -10,556 -14%
CS
12
Credit Suisse
Switzerland
$2.73M +$13K +250 +0.5%
LPL Financial
13
LPL Financial
California
$2.45M -$1.26M -24,247 -34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.2M +$1.46M +28,016 +171%
FBNAT
15
FirstMerit Bank N.A. Trustee
Ohio
$1.35M -$51.8K -995 -4%
Jane Street
16
Jane Street
New York
$1.21M +$360K +6,923 +39%
TH
17
Timber Hill
Connecticut
$956K +$275K +5,291 +38%
HighTower Advisors
18
HighTower Advisors
Illinois
$862K +$326K +6,261 +55%
VKH
19
Virtu KCG Holdings
New York
$799K +$842K +16,166 New
JP Morgan Chase
20
JP Morgan Chase
New York
$313K -$32.9K -631 -9%
IIA
21
IPG Investment Advisors
California
$297K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$296K -$22.9K -439 -7%
MA
23
Montag & Associates
Georgia
$265K
Goldman Sachs
24
Goldman Sachs
New York
$250K -$29.3K -563 -10%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$234K +$247K +4,741 New