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iShares Russell Top 200 Growth ETF

54 hedge funds and large institutions have $240M invested in iShares Russell Top 200 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

6% more funds holding

Funds holding: 5154 (+3)

3% more capital invested

Capital invested by funds: $233M → $240M (+$7.12M)

0.89% less ownership

Funds ownership: 38.01%37.12% (-0.89%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
21
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$70M -$1.24M -22,176 -2%
Morgan Stanley
2
Morgan Stanley
New York
$38.3M +$1.38M +24,828 +4%
Bank of America
3
Bank of America
North Carolina
$15.4M -$1.41M -25,226 -8%
LPL Financial
4
LPL Financial
California
$15.1M +$3.85M +69,120 +34%
Truist Financial
5
Truist Financial
North Carolina
$12.7M +$498K +8,937 +4%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$12.2M +$502K +9,012 +4%
WBG
7
Wharton Business Group
Pennsylvania
$10.4M -$1.62M -29,000 -13%
BCI
8
Brinker Capital Investments
Pennsylvania
$8.91M -$10.1M -180,500 -53%
Ameriprise
9
Ameriprise
Minnesota
$7.97M +$813K +14,584 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.74M +$306K +5,489 +4%
GFG
11
Gray Financial Group
Georgia
$7.01M
Wells Fargo
12
Wells Fargo
California
$7.01M -$769K -13,787 -10%
M&T Bank
13
M&T Bank
New York
$5.86M +$81.2K +1,456 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.3M +$138K +2,482 +4%
Goldman Sachs
15
Goldman Sachs
New York
$2.72M -$4.01K -72 -0.1%
HNB
16
Huntington National Bank
Ohio
$1.5M +$1.5M +26,900 New
MFS
17
MSI Financial Services
Massachusetts
$1.46M +$776K +13,922 +115%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.39M +$1.38M +24,812 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.31M +$1.31M +23,529 New
Jane Street
20
Jane Street
New York
$1.03M +$1.03M +18,479 New
CAN
21
Cetera Advisor Networks
California
$928K +$926K +16,608 New
SS
22
Simplicity Solutions
Minnesota
$771K +$770K +13,803 New
SG Americas Securities
23
SG Americas Securities
New York
$686K -$106K -1,900 -13%
IA
24
IFP Advisors
Florida
$684K -$2.23K -40 -0.3%
HighTower Advisors
25
HighTower Advisors
Illinois
$663K +$56.6K +1,016 +10%