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iShares Russell Top 200 Growth ETF

61 hedge funds and large institutions have $270M invested in iShares Russell Top 200 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

13% more funds holding

Funds holding: 5461 (+7)

12% more capital invested

Capital invested by funds: $240M → $270M (+$29.6M)

2.81% more ownership

Funds ownership: 37.12%39.93% (+2.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
24
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$65.8M -$4.65M -83,493 -7%
Morgan Stanley
2
Morgan Stanley
New York
$40M +$1.42M +25,395 +4%
Wells Fargo
3
Wells Fargo
California
$32.1M +$24.8M +444,196 +354%
LPL Financial
4
LPL Financial
California
$15.6M +$134K +2,412 +0.9%
Bank of America
5
Bank of America
North Carolina
$14.4M -$1.15M -20,716 -8%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$12.6M +$268K +4,816 +2%
Truist Financial
7
Truist Financial
North Carolina
$11M -$1.84M -33,092 -15%
WBG
8
Wharton Business Group
Pennsylvania
$10.5M +$40.1K +720 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$9.27M +$1.21M +21,747 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.38M +$568K +10,192 +7%
AAP
11
Arax Advisory Partners
Colorado
$6.68M +$6.61M +118,549 New
GFG
12
Gray Financial Group
Georgia
$5.81M -$1.24M -22,250 -18%
JP Morgan Chase
13
JP Morgan Chase
New York
$5.37M +$5.12M +91,802 +2,551%
M&T Bank
14
M&T Bank
New York
$5.08M -$818K -14,678 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.56M +$1.23M +21,978 +37%
SS
16
Simplicity Solutions
Minnesota
$2.79M +$1.99M +35,716 +259%
AWM
17
AE Wealth Management
Kansas
$2.79M +$2.76M +49,519 New
Goldman Sachs
18
Goldman Sachs
New York
$2.74M -$502 -9 -0%
MFS
19
MSI Financial Services
Massachusetts
$1.66M +$191K +3,433 +13%
HNB
20
Huntington National Bank
Ohio
$1.54M +$28.2K +506 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.48M +$80.2K +1,438 +6%
SG Americas Securities
22
SG Americas Securities
New York
$1.32M +$623K +11,183 +91%
IA
23
IFP Advisors
Florida
$711K +$20.7K +372 +3%
PAG
24
Private Advisor Group
New Jersey
$677K +$13.5K +243 +2%
HighTower Advisors
25
HighTower Advisors
Illinois
$672K +$6.86K +123 +1%