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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
301
Cyndeo Wealth Partners
Florida
$329K
FFA
302
Founders Financial Alliance
North Carolina
$327K +$164 +1 +0.1%
CCT
303
Chemung Canal Trust
New York
$322K
CA
304
Calton & Associates
Florida
$319K +$299K +1,823 New
FA
305
Fermata Advisors
California
$318K -$82.9K -505 -22%
PWP
306
Principle Wealth Partners
Connecticut
$304K
NB
307
NBT Bank
New York
$303K
GS
308
GTS Securities
New York
$302K +$283K +1,726 New
PA
309
PFG Advisors
Arizona
$301K +$48.1K +293 +21%
VAG
310
VisionPoint Advisory Group
Texas
$299K +$37.1K +226 +15%
OIA
311
OneDigital Investment Advisors
Kansas
$298K +$279K +1,698 New
NWMG
312
National Wealth Management Group
Ohio
$295K -$1.8K -11 -0.6%
TPWA
313
TRUE Private Wealth Advisors
Oregon
$292K +$1.15K +7 +0.4%
GC
314
Grimes & Company
Massachusetts
$289K
BSW
315
Buckingham Strategic Wealth
Missouri
$283K +$265K +1,614 New
AAS
316
Ameritas Advisory Services
Nebraska
$280K +$14.8K +90 +6%
CFD
317
Creative Financial Designs
Indiana
$273K +$199K +1,214 +351%
MM
318
Meridian Management
Arkansas
$272K -$154K -940 -40%
SW
319
SMART Wealth
Nebraska
$271K +$254K +1,549 New
BEI
320
Benjamin Edwards Inc
Missouri
$271K -$5.75K -35 -2%
EWA
321
EP Wealth Advisors
California
$270K +$328 +2 +0.1%
ECA
322
Elevated Capital Advisors
Utah
$268K -$3.61K -22 -1%
CJ
323
Caitlin John
Michigan
$268K +$251K +1,527 New
LFP
324
Leeward Financial Partners
Washington
$264K
WEG
325
World Equity Group
Illinois
$259K -$724K -4,413 -75%