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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
IWM
251
IHT Wealth Management
Illinois
$363K -$3.06K -21 -0.9%
ICM
252
Intrepid Capital Management
Florida
$360K
LA
253
LexAurum Advisors
Kansas
$348K -$35.9K -246 -10%
TP
254
Tranquility Partners
Tennessee
$346K +$146 +1 +0%
CSPIA
255
Cary Street Partners Investment Advisory
Virginia
$340K +$39.4K +270 +14%
Betterment LLC
256
Betterment LLC
New York
$339K +$28.3K +194 +10%
RWP
257
Revolve Wealth Partners
New Jersey
$337K
LIM
258
Leavell Investment Management
Alabama
$337K +$310K +2,125 New
WA
259
WBH Advisory
Maryland
$333K +$14.1K +97 +5%
DAS
260
Dynamic Advisor Solutions
Arizona
$324K -$77.7K -533 -21%
SFA
261
Sequoia Financial Advisors
Ohio
$324K -$729 -5 -0.2%
IAN
262
Integrated Advisors Network
Texas
$321K
EWA
263
EP Wealth Advisors
California
$315K -$819K -5,618 -32%
TA
264
TruWealth Advisors
Louisiana
$309K
CWP
265
Cyndeo Wealth Partners
Florida
$297K
FFA
266
Founders Financial Alliance
North Carolina
$297K +$42.6K +292 +18%
RWA
267
Rooted Wealth Advisors
Illinois
$293K -$57.2K -392 -18%
CCT
268
Chemung Canal Trust
New York
$292K
NL
269
NWAM LLC
Washington
$288K +$8.75K +60 +3%
NWMG
270
National Wealth Management Group
Ohio
$281K -$15.3K -105 -6%
KeyBank National Association
271
KeyBank National Association
Ohio
$279K +$17.2K +118 +7%
SIS
272
Sound Income Strategies
Florida
$276K -$34.9K -239 -12%
PWP
273
Principle Wealth Partners
Connecticut
$275K
NB
274
NBT Bank
New York
$274K
CFGS
275
Concourse Financial Group Securities
Alabama
$268K