We are live on ! Find out more
IWY icon

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
Kayne Anderson Rudnick Investment Management
251
Kayne Anderson Rudnick Investment Management
California
$145K
BAM
252
Belpointe Asset Management
Nevada
$130K +$1.12K +9 +0.8%
TSWM
253
Tyler-Stone Wealth Management
Ohio
$130K -$14.9K -120 -10%
ACA
254
Aptus Capital Advisors
Alabama
$110K
GWANC
255
Guardian Wealth Advisors (North Carolina)
North Carolina
$110K
PFBT
256
Parkside Financial Bank & Trust
Missouri
$103K -$30.9K -249 -22%
CT
257
Colonial Trust
South Carolina
$94.3K +$97.1K +781 New
RIA
258
Realta Investment Advisors
Delaware
$88.2K +$124 +1 +0.1%
RCM
259
Raleigh Capital Management
North Carolina
$81.4K
CFFP
260
Center for Financial Planning
Michigan
$76.4K
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.8K
SIC
262
Salem Investment Counselors
North Carolina
$72.2K
ADL
263
Asset Dedication LLC
California
$66K
CFD
264
Creative Financial Designs
Indiana
$57.1K -$2.36K -19 -4%
CA
265
CoreCap Advisors
Michigan
$55.8K +$57.5K +463 New
SWM
266
Spire Wealth Management
Virginia
$54K
OWA
267
One Wealth Advisors
California
$45.3K +$46.7K +376 New
HPC
268
HM Payson & Co
Maine
$43.8K
NMG
269
New Millennium Group
Utah
$38.7K -$19.6K -158 -33%
WPA
270
West Paces Advisors
Georgia
$36.2K
Citigroup
271
Citigroup
New York
$34.7K +$26.5K +213 +284%
NFSG
272
Newbridge Financial Services Group
Florida
$32.1K
FFL
273
Financial Freedom LLC
Ohio
$29.5K +$30.4K +245 New
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$28.9K
CHC
275
City Holding Co
West Virginia
$27.8K