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iShares Russell Top 200 Growth ETF

366 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,763% more call options, than puts

Call options by funds: $618K | Put options by funds: $16K

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 108

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more capital invested

Capital invested by funds: $5.18B → $6.46B (+$1.28B)

11% more funds holding

Funds holding: 329366 (+37)

1.45% more ownership

Funds ownership: 89.36%90.81% (+1.4%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.53%
New
52
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
226
Great Valley Advisor Group
Delaware
$484K +$445K +3,050 New
RWPA
227
Richard W. Paul & Associates
Michigan
$481K -$27.4K -188 -6%
SIAG
228
Safeguard Investment Advisory Group
California
$471K -$3.21K -22 -0.7%
KP
229
Keel Point
Alabama
$469K +$583 +4 +0.1%
MCWS
230
McKinley Carter Wealth Services
West Virginia
$454K
TCWM
231
Total Clarity Wealth Management
Illinois
$450K -$3.94K -27 -0.9%
NPF
232
Norris Perne & French
Michigan
$444K
Bank of New York Mellon
233
Bank of New York Mellon
New York
$443K +$9.48K +65 +2%
KCFA
234
Key Client Fiduciary Advisors
New Jersey
$443K +$18.8K +129 +5%
Nomura Asset Management
235
Nomura Asset Management
Japan
$440K
BA
236
Ballast Advisors
Minnesota
$430K +$12.1K +83 +3%
NEWAS
237
N.E.W. Advisory Services
Wisconsin
$427K +$438 +3 +0.1%
CAM
238
Concorde Asset Management
Michigan
$426K +$32.4K +222 +9%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$423K +$56.9K +390 +17%
FC
240
Forte Capital
New York
$407K +$13.9K +95 +4%
RA
241
Rodgers & Associates
Pennsylvania
$406K -$26.3K -180 -7%
PFG
242
Pacific Financial Group
Washington
$397K -$20.3K -139 -5%
Marshall Wace
243
Marshall Wace
United Kingdom
$396K +$365K +2,500 New
RFC
244
Regions Financial Corp
Alabama
$380K -$1.17K -8 -0.3%
GC
245
Gratus Capital
Georgia
$378K
SFG
246
Sovereign Financial Group
Connecticut
$378K +$347K +2,381 New
MM
247
Meridian Management
Arkansas
$374K +$22.8K +156 +7%
AWA
248
Arkadios Wealth Advisors
Georgia
$370K +$340K +2,332 New
ACS
249
Archford Capital Strategies
Illinois
$367K
OC
250
Oppenheimer & Co
New York
$366K