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iShares Russell Top 200 Growth ETF

647 hedge funds and large institutions have $11.9B invested in iShares Russell Top 200 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 226 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 37

13% more funds holding in top 10

Funds holding in top 10: 6371 (+8)

5% more funds holding

Funds holding: 618647 (+29)

1% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 223

0% more capital invested

Capital invested by funds: $11.8B → $11.9B (+$55.9M)

1.03% less ownership

Funds ownership: 80.41%79.38% (-1%)

28% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.47M

Holders
647
Holders Change
+29
Holders Change %
+4.69%
% of All Funds
7.87%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
0.86%
New
77
Increased
226
Reduced
223
Closed
37
Calls
$1.05M
Puts
$1.47M
Net Calls
-$416K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
376
Pacific Financial Group
Washington
$649K -$831 -3 -0.1%
AT
377
American Trust
Kentucky
$646K -$33.5K -121 -5%
HWM
378
HRC Wealth Management
Idaho
$637K +$554 +2 +0.1%
VAS
379
Vestmark Advisory Solutions
Massachusetts
$636K +$229K +826 +56%
SAM
380
Synergy Asset Management
Washington
$632K -$51.3K -185 -8%
KFP
381
KMG Fiduciary Partners
Ohio
$631K -$554 -2 -0.1%
FHA
382
Flagship Harbor Advisors
Massachusetts
$618K -$9.42K -34 -2%
CAL
383
Capital Analysts LLC
Pennsylvania
$613K +$18.3K +66 +3%
TWP
384
Triad Wealth Partners
Kansas
$608K +$608K +2,196 New
BWFA
385
Baltimore-Washington Financial Advisors
Maryland
$608K -$28.5K -103 -4%
SFS
386
Sowell Financial Services
Arkansas
$603K +$10.8K +39 +2%
FAL
387
Focused Alpha LLC
Colorado
$594K +$594K +2,143 New
RWP
388
Revolve Wealth Partners
New Jersey
$589K
FPWM
389
FSB Premier Wealth Management
Iowa
$589K +$554 +2 +0.1%
MCM
390
MidAtlantic Capital Management
Virginia
$588K
Bank of Montreal
391
Bank of Montreal
Ontario, Canada
$586K +$11.9K +43 +2%
WANY
392
Wealthspire Advisors (New York)
New York
$575K +$95K +343 +20%
CAWM
393
Capital Advisors Wealth Management
Washington
$573K +$9.97K +36 +2%
BWMG
394
Barnes Wealth Management Group
California
$568K +$11.9K +43 +2%
SIAG
395
Safeguard Investment Advisory Group
California
$565K -$179K -645 -24%
BFA
396
Beacon Financial Advisory
Ohio
$561K -$41K -148 -7%
LIA
397
LifePlan Investment Advisors
North Carolina
$560K -$223K -805 -28%
AFG
398
Atomi Financial Group
New York
$553K +$214K +773 +63%
CF
399
Cyr Financial
Illinois
$545K -$11.1K -40 -2%
AFP
400
Alpha Financial Partners
Kentucky
$542K +$554 +2 +0.1%