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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
ACA
376
Aptus Capital Advisors
Alabama
$70.8K
GWANC
377
Guardian Wealth Advisors (North Carolina)
North Carolina
$70.8K
Qube Research & Technologies (QRT)
378
Qube Research & Technologies (QRT)
United Kingdom
$68.2K -$58.9K -359 -48%
HPC
379
HM Payson & Co
Maine
$63.6K
GWSG
380
GPS Wealth Strategies Group
Colorado
$62K -$2.13K -13 -4%
RFS
381
Richardson Financial Services
Massachusetts
$57.8K +$54.2K +330 New
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55K
WPA
383
West Paces Advisors
Georgia
$50.1K
CP
384
Castleview Partners
Texas
$40.8K +$164 +1 +0.4%
AA
385
Ancora Advisors
Ohio
$38.2K
WIA
386
Wetzel Investment Advisors
Indiana
$36K +$33.6K +205 New
CHC
387
City Holding Co
West Virginia
$35.9K
TVAMP
388
Tennessee Valley Asset Management Partners
Tennessee
$35.6K +$33.3K +203 New
TAM
389
Tucker Asset Management
Colorado
$35.2K +$21.5K +131 +187%
IGWM
390
ICA Group Wealth Management
Colorado
$35K +$32.8K +200 New
MAWCM
391
Mine & Arao Wealth Creation & Management
California
$34.2K
NMG
392
New Millennium Group
Utah
$32.5K -$6.4K -39 -17%
GJIA
393
Glass Jacobson Investment Advisors
Maryland
$30.6K -$40.7K -248 -59%
SL
394
Salomon & Ludwin
Virginia
$27K
PO
395
Private Ocean
California
$23.7K
CTA
396
Colonial Trust Advisors
South Carolina
$21.9K
NS
397
NBC Securities
Alabama
$20K
AWM
398
Able Wealth Management
New Jersey
$19.6K +$18.4K +112 New
BCMLT
399
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.2K +$12.3K +75 +150%
FP
400
Financial Perspectives
Minnesota
$18K