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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
TC
301
Truvestments Capital
Florida
$182K -$19.3K -132 -10%
ADL
302
Asset Dedication LLC
California
$174K +$80.2K +550 +100%
GM
303
GeoWealth Management
Illinois
$172K -$2.33K -16 -1%
TSWM
304
Tyler-Stone Wealth Management
Ohio
$171K +$158K +1,080 New
TWM
305
Tradition Wealth Management
Minnesota
$160K +$147K +1,008 New
KFI
306
Key Financial Inc
Pennsylvania
$131K
CT
307
Colonial Trust
South Carolina
$124K
EWM
308
EPG Wealth Management
Georgia
$121K +$146 +1 +0.1%
CTWM
309
Cherry Tree Wealth Management
Minnesota
$120K +$110K +757 New
PFBT
310
Parkside Financial Bank & Trust
Missouri
$116K
RCM
311
Raleigh Capital Management
North Carolina
$107K
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.5K
CFFP
313
Center for Financial Planning
Michigan
$98K
SIC
314
Salem Investment Counselors
North Carolina
$95K
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$94.9K +$87.2K +598 New
NA
316
Nordwand Advisors
Pennsylvania
$87.8K
FWA
317
FSC Wealth Advisors
New York
$82.7K +$76.1K +522 New
CAL
318
Capital Analysts LLC
Pennsylvania
$80K +$47.7K +327 +186%
GI
319
Gradient Investments
Minnesota
$79.6K
CFD
320
Creative Financial Designs
Indiana
$75.4K +$146 +1 +0.2%
WBC
321
West Branch Capital
Massachusetts
$66.2K +$61K +418 New
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
$65.3K -$68.5K -470 -44%
ACA
323
Aptus Capital Advisors
Alabama
$64.1K -$44.6K -306 -43%
GWANC
324
Guardian Wealth Advisors (North Carolina)
North Carolina
$64.1K -$44.6K -306 -43%
CMA
325
Cedar Mountain Advisors
Oregon
$58.8K