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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
JIR
376
James Investment Research
Ohio
$391K -$209K -910 -33%
Nomura Asset Management
377
Nomura Asset Management
Japan
$388K -$216K -937 -34%
AC
378
AlphaCore Capital
California
$381K +$415K +1,805 New
WIC
379
Woodmont Investment Counsel
Tennessee
$377K
AWM
380
Accurate Wealth Management
Florida
$374K +$422K +1,833 New
JIC
381
Joel Isaacson & Co
New York
$374K -$15K -65 -4%
HWM
382
HB Wealth Management
Georgia
$371K +$181K +786 +81%
FPAS
383
Focus Partners Advisor Solutions
Missouri
$370K +$28.3K +123 +8%
PVI
384
Pine Valley Investments
New Jersey
$370K -$401K -1,745 -50%
EWA
385
EP Wealth Advisors
California
$367K +$22.3K +97 +6%
PWP
386
Principle Wealth Partners
Connecticut
$366K
WANY
387
Wealthspire Advisors (New York)
New York
$366K
MC
388
Moors & Cabot
Massachusetts
$356K +$4.6K +20 +1%
HAS
389
HBW Advisory Services
California
$354K -$190K -827 -33%
LPP
390
Life Planning Partners
Florida
$354K
AWA
391
Arete Wealth Advisors
Illinois
$351K +$97.1K +422 +34%
CFP
392
Comprehensive Financial Planning
Pennsylvania
$350K +$230 +1 +0.1%
GC
393
Grimes & Company
Massachusetts
$349K +$230 +1 +0.1%
FA
394
Fermata Advisors
California
$346K -$9.89K -43 -3%
LIA
395
LifePlan Investment Advisors
North Carolina
$346K -$18.4K -80 -5%
RA
396
Rodgers & Associates
Pennsylvania
$346K
VP
397
Verum Partners
North Carolina
$345K +$460 +2 +0.1%
LA
398
LexAurum Advisors
Kansas
$339K +$230 +1 +0.1%
FA
399
FC Advisory
Pennsylvania
$336K +$460 +2 +0.1%
IW
400
Instrumental Wealth
Florida
$323K +$27.4K +119 +9%