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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
226
Round Rock Advisors
Connecticut
$681K -$11.8K -72 -2%
PWM
227
Perigon Wealth Management
California
$668K -$85.5K -521 -12%
KFS
228
Kelly Financial Services
Massachusetts
$663K +$621K +3,782 New
SFG
229
Sovereign Financial Group
Connecticut
$662K +$143K +873 +30%
IWC
230
Integrated Wealth Concepts
Massachusetts
$655K +$115K +699 +23%
FF
231
Fluent Financial
Texas
$647K -$57.6K -351 -9%
OLVIG
232
Oliver Lagore Vanvalin Investment Group
Michigan
$640K -$630K -3,839 -51%
GFG
233
Goldstone Financial Group
Illinois
$634K +$594K +3,619 New
FHC
234
First Heartland Consultants
Missouri
$631K +$10.7K +65 +2%
SS
235
Simplicity Solutions
Minnesota
$629K +$255K +1,552 +76%
GG
236
GenWealth Group
New Jersey
$610K
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$607K -$9.19K -56 -2%
HF
238
HRT Financial
New York
$606K +$568K +3,460 New
JIR
239
James Investment Research
Ohio
$606K -$54.2K -330 -9%
KBFS
240
Kohmann Bosshard Financial Services
Ohio
$601K
GWCM
241
Godshalk Welsh Capital Management
Pennsylvania
$598K +$28.7K +175 +5%
SIAG
242
Safeguard Investment Advisory Group
California
$579K +$28.9K +176 +6%
MA
243
Montag & Associates
Georgia
$554K
TC
244
TownSquare Capital
Utah
$552K +$294K +1,791 +132%
IWM
245
Iams Wealth Management
Nebraska
$546K +$511K +3,114 New
BBHC
246
Brown Brothers Harriman & Co
New York
$538K
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$531K +$497K +3,030 New
SPIA
248
Steward Partners Investment Advisory
New York
$529K -$8.21K -50 -2%
SOS
249
Silver Oak Securities
Tennessee
$523K -$740K -4,509 -60%
KP
250
Keel Point
Alabama
$520K +$1.97K +12 +0.4%