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iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Simplicity Solutions
Minnesota
$251K -$5.72K -46 -2%
NWMG
227
National Wealth Management Group
Ohio
$238K -$62.6K -504 -20%
FFA
228
Founders Financial Alliance
North Carolina
$231K -$870 -7 -0.4%
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$230K +$237K +1,909 New
MAC
230
Mason & Associates (California)
California
$228K -$131K -1,052 -36%
AWM
231
Apollon Wealth Management
South Carolina
$227K
CSPIA
232
Cary Street Partners Investment Advisory
Virginia
$226K +$8.58K +69 +4%
CWP
233
Cyndeo Wealth Partners
Florida
$226K +$233K +1,875 New
SFA
234
Sequoia Financial Advisors
Ohio
$226K +$233K +1,873 New
CCT
235
Chemung Canal Trust
New York
$222K
FHA
236
Flagship Harbor Advisors
Massachusetts
$218K -$137K -1,100 -38%
NL
237
NWAM LLC
Washington
$215K +$8.33K +67 +4%
PCA
238
Prosperity Capital Advisors
Ohio
$210K +$217K +1,745 New
Betterment LLC
239
Betterment LLC
New York
$210K +$217K +1,742 New
PWP
240
Principle Wealth Partners
Connecticut
$209K
NB
241
NBT Bank
New York
$209K
LWAC
242
Laurel Wealth Advisors (California)
California
$203K -$59.7K -480 -22%
TI
243
Tidal Investments
Wisconsin
$203K +$210K +1,687 New
AAS
244
Ameritas Advisory Services
Nebraska
$201K +$208K +1,670 New
BFPW
245
BOK Financial Private Wealth
Colorado
$190K -$52.2K -420 -21%
GWS
246
Glassman Wealth Services
Virginia
$179K +$185K +1,488 New
BEI
247
Benjamin Edwards Inc
Missouri
$177K -$174K -1,403 -49%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$171K +$137K +1,102 +355%
TC
249
Truvestments Capital
Florida
$154K -$101K -813 -39%
USCWA
250
U.S. Capital Wealth Advisors
Texas
$145K +$149K +1,202 New