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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
Kayne Anderson Rudnick Investment Management
351
Kayne Anderson Rudnick Investment Management
California
$210K
FAIM
352
Financial Advocates Investment Management
Washington
$204K -$758K -4,617 -80%
TC
353
Truvestments Capital
Florida
$202K +$657 +4 +0.3%
IW
354
Instrumental Wealth
Florida
$201K +$180K +1,095 New
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$200K +$187K +1,139 New
ADL
356
Asset Dedication LLC
California
$192K
NFSG
357
Newbridge Financial Services Group
Florida
$168K +$114K +695 +261%
CAL
358
Capital Analysts LLC
Pennsylvania
$164K +$111K +675 +261%
SC
359
SouthState Corp
Florida
$163K +$152K +929 New
EWM
360
EPG Wealth Management
Georgia
$147K +$3.94K +24 +3%
FFA
361
Farther Finance Advisors
California
$143K +$93.9K +572 +233%
AssetMark Inc
362
AssetMark Inc
California
$131K +$111K +676 +926%
CTWM
363
Cherry Tree Wealth Management
Minnesota
$125K
RCM
364
Raleigh Capital Management
North Carolina
$118K
PFBT
365
Parkside Financial Bank & Trust
Missouri
$115K
BFEC
366
Benjamin F. Edwards & Company
Missouri
$110K -$21.2K -129 -17%
CFFP
367
Center for Financial Planning
Michigan
$108K
CF
368
Centaurus Financial
California
$107K +$100K +612 New
KFI
369
Key Financial Inc
Pennsylvania
$105K
SIC
370
Salem Investment Counselors
North Carolina
$105K
TRCT
371
Tower Research Capital (TRC)
New York
$97.8K -$34.3K -209 -27%
NA
372
Nordwand Advisors
Pennsylvania
$97.1K
GI
373
Gradient Investments
Minnesota
$95.8K +$41.9K +255 +87%
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$84.5K
WBC
375
West Branch Capital
Massachusetts
$73.5K +$164 +1 +0.2%