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iShares Russell Top 200 Growth ETF

555 hedge funds and large institutions have $8.29B invested in iShares Russell Top 200 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 209 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 209

4.31% less ownership

Funds ownership: 83.2%78.89% (-4.3%)

5% less funds holding

Funds holding: 587555 (-32)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less capital invested

Capital invested by funds: $10.7B → $8.29B (-$2.39B)

28% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.37M

30% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 76

Holders
555
Holders Change
-32
Holders Change %
-5.45%
% of All Funds
7.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.72%
New
53
Increased
195
Reduced
209
Closed
76
Calls
$991K
Puts
$1.37M
Net Calls
-$380K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
PTM Wealth Management
United States
$471K +$578K +2,511 New
ET
352
Equitable Trust
Tennessee
$468K
CAL
353
Capital Analysts LLC
Pennsylvania
$464K -$11.7K -51 -2%
BFA
354
Beacon Financial Advisory
Ohio
$463K +$505K +2,195 New
MGIA
355
Moneta Group Investment Advisors
Missouri
$462K +$504K +2,191 New
TSWM
356
Tyler-Stone Wealth Management
Ohio
$460K -$11.5K -50 -2%
FHA
357
Flagship Harbor Advisors
Massachusetts
$459K -$1.84K -8 -0.4%
CF
358
Cyr Financial
Illinois
$454K +$16.6K +72 +3%
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$451K +$67.4K +293 +16%
PWP
360
Prasad Wealth Partners
Ohio
$450K +$460 +2 +0.1%
CIBC World Market
361
CIBC World Market
Ontario, Canada
$450K +$29.4K +128 +6%
FPWM
362
FSB Premier Wealth Management
Iowa
$449K -$460 -2 -0.1%
RWP
363
Revolve Wealth Partners
New Jersey
$448K
MCM
364
MidAtlantic Capital Management
Virginia
$448K
MWM
365
Maripau Wealth Management
Indiana
$447K -$20.7K -90 -4%
MCWS
366
McKinley Carter Wealth Services
West Virginia
$442K -$52.7K -229 -10%
GA
367
Guerra Advisors
Florida
$433K -$23.5K -102 -5%
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$431K -$35M -152,120 -99%
AFP
369
Alpha Financial Partners
Kentucky
$426K
FA
370
FSA Advisors
Michigan
$423K -$27.1K -118 -6%
NWMG
371
National Wealth Management Group
Ohio
$421K +$26.7K +116 +6%
BWMG
372
Barnes Wealth Management Group
California
$417K -$18.4K -80 -4%
HT
373
Heritage Trust
Oklahoma
$407K -$2.76K -12 -0.6%
IAN
374
Integrated Advisors Network
Texas
$399K -$88.8K -386 -17%
ICM
375
Intrepid Capital Management
Florida
$394K