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iShares Russell Top 200 Growth ETF

555 hedge funds and large institutions have $8.29B invested in iShares Russell Top 200 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 209 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 209

4.31% less ownership

Funds ownership: 83.2%78.89% (-4.3%)

5% less funds holding

Funds holding: 587555 (-32)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less capital invested

Capital invested by funds: $10.7B → $8.29B (-$2.39B)

28% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.37M

30% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 76

Holders
555
Holders Change
-32
Holders Change %
-5.45%
% of All Funds
7.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.72%
New
53
Increased
195
Reduced
209
Closed
76
Calls
$991K
Puts
$1.37M
Net Calls
-$380K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
T
251
Transce3nd
Texas
$1.12M +$203K +882 +20%
PTC
252
Private Trust Company
Ohio
$1.11M -$20K -87 -2%
FFO
253
Fortitude Family Office
Arizona
$1.1M
MW
254
MBL Wealth
North Carolina
$1.08M
LRWM
255
Lord & Richards Wealth Management
Colorado
$1.07M -$133K -580 -10%
LAS
256
Lloyd Advisory Services
Georgia
$1.06M -$29.4K -128 -2%
WRPWM
257
Werba Rubin Papier Wealth Management
California
$1.06M
JWCA
258
J.W. Cole Advisors
Florida
$1.03M -$36.8K -160 -3%
GM
259
GeoWealth Management
Illinois
$1.03M -$18.7M -81,427 -94%
DAS
260
Dynamic Advisor Solutions
Arizona
$1.02M +$35.7K +155 +3%
SFA
261
Sequoia Financial Advisors
Ohio
$1.02M -$8.97K -39 -0.8%
Cerity Partners
262
Cerity Partners
New York
$986K +$21.6K +94 +2%
PCA
263
Prosperity Capital Advisors
Ohio
$980K -$114K -494 -10%
PAS
264
Park Avenue Securities
New York
$962K -$3.28M -14,270 -76%
D.E. Shaw & Co
265
D.E. Shaw & Co
New York
$957K +$1.04M +4,536 New
CSP
266
Cary Street Partners
Virginia
$954K -$690 -3 -0.1%
AF
267
Allworth Financial
California
$948K +$34.5K +150 +3%
FWM
268
Fingerlakes Wealth Management
New York
$916K +$386K +1,680 +63%
CFP
269
Catalyst Financial Partners
Massachusetts
$901K +$346K +1,504 +54%
PCA
270
Pallas Capital Advisors
Massachusetts
$901K
TA
271
TruWealth Advisors
Louisiana
$884K +$103K +449 +12%
SA
272
Stewardship Advisors
Pennsylvania
$863K +$42.8K +186 +5%
SPIA
273
Steward Partners Investment Advisory
New York
$860K +$227K +985 +32%
RRA
274
Round Rock Advisors
Connecticut
$841K +$6.9K +30 +0.8%
SW
275
SMART Wealth
Nebraska
$831K +$14K +61 +2%