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iShares Russell Top 200 Growth ETF

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305329 (+24)

5.83% more ownership

Funds ownership: 83.53%89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
251
Betterment LLC
New York
$270K +$25.8K +199 +11%
NWMG
252
National Wealth Management Group
Ohio
$268K -$11.9K -92 -5%
CSPIA
253
Cary Street Partners Investment Advisory
Virginia
$261K
CWP
254
Cyndeo Wealth Partners
Florida
$260K
CCT
255
Chemung Canal Trust
New York
$255K
FHA
256
Flagship Harbor Advisors
Massachusetts
$252K
AAS
257
Ameritas Advisory Services
Nebraska
$248K +$15.4K +119 +7%
NL
258
NWAM LLC
Washington
$244K -$3.25K -25 -1%
MAC
259
Mason & Associates (California)
California
$242K -$19.7K -152 -8%
PWP
260
Principle Wealth Partners
Connecticut
$241K
NB
261
NBT Bank
New York
$240K
CFGS
262
Concourse Financial Group Securities
Alabama
$235K -$304K -2,344 -58%
PFS
263
Prospera Financial Services
Texas
$231K -$91K -701 -30%
TPWA
264
TRUE Private Wealth Advisors
Oregon
$230K +$215K +1,657 New
KeyBank National Association
265
KeyBank National Association
Ohio
$228K +$213K +1,644 New
TI
266
Tidal Investments
Wisconsin
$223K -$10.5K -81 -5%
FFA
267
Founders Financial Alliance
North Carolina
$219K -$43K -331 -17%
BFPW
268
BOK Financial Private Wealth
Colorado
$219K
PCA
269
Prosperity Capital Advisors
Ohio
$214K -$26.7K -206 -12%
LFP
270
Leeward Financial Partners
Washington
$209K +$195K +1,504 New
PGFC
271
Peapack-Gladstone Financial Corp
New Jersey
$208K +$206K +1,584 New
BEI
272
Benjamin Edwards Inc
Missouri
$205K +$260 +2 +0.1%
SCA
273
Sandy Cove Advisors
Massachusetts
$201K +$188K +1,449 New
TC
274
Truvestments Capital
Florida
$178K +$389 +3 +0.2%
Kayne Anderson Rudnick Investment Management
275
Kayne Anderson Rudnick Investment Management
California
$167K