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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
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$17.5K
OP
402
ORG Partners
Indiana
$17.5K
TF
403
Tompkins Financial
New York
$17.5K
LC
404
Lindbrook Capital
California
$16.6K +$15.4K +94 +9,400%
Citigroup
405
Citigroup
New York
$15.8K +$6.4K +39 +76%
FCA
406
FinTrust Capital Advisors
South Carolina
$14.5K
CMA
407
Cedar Mountain Advisors
Oregon
$13.5K -$48.3K -294 -79%
CIA
408
Cape Investment Advisory
Georgia
$10.3K +$3.45K +21 +55%
National Bank of Canada
409
National Bank of Canada
Quebec, Canada
$6.9K -$32.8K -200 -83%
DF
410
Dunhill Financial
United Kingdom
$6.28K +$5.91K +36 New
POIA
411
Pin Oak Investment Advisors
Texas
$6K
HI
412
Horizon Investments
North Carolina
$4.38K
TIM
413
Thompson Investment Management
Wisconsin
$4.21K -$3.45K -21 -47%
HGERS
414
Householder Group Estate & Retirement Specialist
Arizona
$4K
CCMW
415
Cypress Capital Management (Wyoming)
Wyoming
$3.85K
BAM
416
Byrne Asset Management
New Jersey
$3.52K
VanEck Associates
417
VanEck Associates
New York
$3K +$2.63K +16 New
LPP
418
Life Planning Partners
Florida
$2.98K +$2.79K +17 New
BCWM
419
Bartlett & Co Wealth Management
Ohio
$2.29K
BC
420
Bartlett & Co
Ohio
$2K
VF
421
VitalStone Financial
Texas
$2K
DFA
422
DHJJ Financial Advisors
Illinois
$701
TFG
423
Team Financial Group
California
$535
LFA
424
LGT Financial Advisors
Texas
$411 +$328 +2 New
BNP Paribas Financial Markets
425
BNP Paribas Financial Markets
France
$175 +$164 +1 New