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iShares Russell Top 200 Growth ETF

453 hedge funds and large institutions have $7.82B invested in iShares Russell Top 200 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+30
Holders Change %
+7.09%
% of All Funds
6.57%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
59
Increased
193
Reduced
127
Closed
24
Calls
$390K
Puts
$234K
Net Calls
+$156K
Net Calls Change
+$296K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
276
Mission Wealth Management
California
$531K +$61.1K +313 +13%
FC
277
Forte Capital
New York
$528K
NEWAS
278
N.E.W. Advisory Services
Wisconsin
$528K +$585 +3 +0.1%
AAS
279
Ameritas Advisory Services
Nebraska
$526K +$216K +1,107 +69%
MIS
280
Morningstar Investment Services
Illinois
$521K +$33.5K +171 +7%
IWM
281
IHT Wealth Management
Illinois
$520K +$94.4K +484 +22%
OC
282
Oppenheimer & Co
New York
$515K -$27.5K -141 -5%
TA
283
TruWealth Advisors
Louisiana
$510K +$47.4K +243 +10%
KCFA
284
Key Client Fiduciary Advisors
New Jersey
$499K +$27.9K +143 +6%
TC
285
TownSquare Capital
Utah
$489K -$125K -642 -20%
LA
286
LexAurum Advisors
Kansas
$487K +$3.9K +20 +0.8%
PFG
287
Pacific Financial Group
Washington
$483K -$3.9K -20 -0.8%
AI
288
ArchPoint Investors
Florida
$478K +$478K +2,450 New
MCWS
289
McKinley Carter Wealth Services
West Virginia
$476K -$84.7K -434 -15%
BFA
290
Beaumont Financial Advisors
Massachusetts
$473K +$473K +2,426 New
YWM
291
Yoder Wealth Management
California
$470K
HT
292
Heritage Trust
Oklahoma
$470K
FHA
293
Flagship Harbor Advisors
Massachusetts
$470K +$8.2K +42 +2%
RFC
294
Regions Financial Corp
Alabama
$468K
GC
295
Gratus Capital
Georgia
$465K
RA
296
Rodgers & Associates
Pennsylvania
$455K -$46.2K -237 -9%
OLVIG
297
Oliver Lagore Vanvalin Investment Group
Michigan
$445K -$267K -1,368 -37%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$444K
FPWM
299
FSB Premier Wealth Management
Iowa
$443K +$25.8K +132 +6%
AFP
300
Alpha Financial Partners
Kentucky
$439K