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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
GWSG
276
GPS Wealth Strategies Group
Colorado
$166K +$155K +1,194 New
GM
277
GeoWealth Management
Illinois
$153K +$140K +1,079 +5,138%
Qube Research & Technologies (QRT)
278
Qube Research & Technologies (QRT)
United Kingdom
$149K +$119K +915 +590%
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$125K +$10M +77,173 +9%
KFI
280
Key Financial Inc
Pennsylvania
$115K +$107K +825 New
CT
281
Colonial Trust
South Carolina
$107K
EWM
282
EPG Wealth Management
Georgia
$105K +$98.5K +759 New
PFBT
283
Parkside Financial Bank & Trust
Missouri
$102K -$16.2K -125 -15%
ACA
284
Aptus Capital Advisors
Alabama
$98.6K -$26.6K -205 -22%
GWANC
285
Guardian Wealth Advisors (North Carolina)
North Carolina
$98.6K -$26.6K -205 -22%
RCM
286
Raleigh Capital Management
North Carolina
$93.8K
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.3K
CFFP
288
Center for Financial Planning
Michigan
$85.9K -$2.08K -16 -3%
SIC
289
Salem Investment Counselors
North Carolina
$83.2K
NA
290
Nordwand Advisors
Pennsylvania
$77K +$71.9K +554 New
ADL
291
Asset Dedication LLC
California
$76K
GI
292
Gradient Investments
Minnesota
$69.7K -$381K -2,935 -85%
CFD
293
Creative Financial Designs
Indiana
$66K +$130 +1 +0.2%
GWM
294
Geneos Wealth Management
Colorado
$53.3K -$1.97M -15,191 -98%
CMA
295
Cedar Mountain Advisors
Oregon
$51.5K +$48.2K +371 New
HPC
296
HM Payson & Co
Maine
$50.5K
NMG
297
New Millennium Group
Utah
$44.6K
WPA
298
West Paces Advisors
Georgia
$41.7K
NFSG
299
Newbridge Financial Services Group
Florida
$37K
FFL
300
Financial Freedom LLC
Ohio
$34.1K