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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
LIA
326
LifePlan Investment Advisors
North Carolina
$258K +$241K +1,471 New
BWA
327
BCU Wealth Advisors
Illinois
$251K +$235K +1,430 New
MAC
328
Mason & Associates (California)
California
$250K
CFG
329
Citizens Financial Group
Rhode Island
$250K -$7.22K -44 -3%
BCM
330
BluePath Capital Management
Georgia
$249K -$107K -649 -31%
SCA
331
Sandy Cove Advisors
Massachusetts
$249K -$4.92K -30 -2%
PFS
332
Prospera Financial Services
Texas
$248K -$39.2K -239 -14%
SXL
333
Summit X LLC
Missouri
$247K +$21.8K +133 +10%
AFC
334
AFT Forsyth & Company
Florida
$247K +$328 +2 +0.1%
NPFS
335
Novak & Powell Financial Services
Florida
$245K +$230K +1,400 New
BFPW
336
BOK Financial Private Wealth
Colorado
$241K
CWS
337
Confluence Wealth Services
Pennsylvania
$238K -$4.27K -26 -2%
SIS
338
Sound Income Strategies
Florida
$235K -$60.6K -369 -22%
SWM
339
Silverlake Wealth Management
Vermont
$235K +$220K +1,342 New
CAM
340
Concorde Asset Management
Michigan
$232K +$217K +1,324 New
TSWM
341
Tyler-Stone Wealth Management
Ohio
$231K +$22.5K +137 +12%
Bessemer Group
342
Bessemer Group
New Jersey
$225K
IFG
343
Independent Financial Group
California
$223K +$209K +1,272 New
BFA
344
Beacon Financial Advisory
Ohio
$221K +$207K +1,263 New
EFG
345
Ethos Financial Group
Pennsylvania
$220K -$26.3K -160 -11%
KWA
346
Kingswood Wealth Advisors
California
$218K +$205K +1,246 New
WP
347
WMS Partners
Maryland
$217K -$19.7K -120 -9%
QWM
348
Quadcap Wealth Management
Texas
$216K +$203K +1,234 New
VCM
349
Virtue Capital Management
Tennessee
$214K -$617K -3,759 -75%
OA
350
Operose Advisors
Wisconsin
$212K -$146K -888 -42%