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iShares Russell Top 200 Growth ETF
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Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.76%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
LPL Financial
4
LPL Financial
California
$521M
5
SW
5
SVB Wealth
Massachusetts
$108M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
401
VisionPoint Advisory Group
Texas
$388K -$6.09K -26 -2%
EWA
402
EP Wealth Advisors
California
$387K +$49.6K +211 +15%
RA
403
Rodgers & Associates
Pennsylvania
$385K -$27.5K -117 -7%
Tudor Investment Corp
404
Tudor Investment Corp
Connecticut
$385K -$574K -2,438 -60%
VP
405
Verum Partners
North Carolina
$385K +$235 +1 +0.1%
FPAS
406
Focus Partners Advisor Solutions
Missouri
$384K +$384K +1,631 New
LA
407
LexAurum Advisors
Kansas
$378K -$76K -323 -17%
FA
408
FC Advisory
Pennsylvania
$374K -$706 -3 -0.2%
CFD
409
Creative Financial Designs
Indiana
$368K – – –
NFSG
410
Newbridge Financial Services Group
Florida
$362K +$362K +1,538 New
NB
411
NBT Bank
New York
$360K – – –
PFS
412
Prospect Financial Services
New York
$359K +$359K +1,527 New
BCM
413
Bourgeon Capital Management
Connecticut
$359K +$471 +2 +0.1%
RWA
414
Rooted Wealth Advisors
Illinois
$358K -$3.55K -15 -1%
VCP
415
Verus Capital Partners
Arizona
$357K +$357K +1,519 New
CIC
416
Chilton Investment Company
Connecticut
$349K +$110K +467 +46%
CT
417
Colonial Trust
South Carolina
$344K -$70.6K -300 -17%
ZIMP
418
Zimmermann Investment Management & Planning
Pennsylvania
$340K -$19.5M -83,060 -98%
FA
419
Fiduciary Alliance
South Carolina
$339K +$15.3K +65 +5%
MF
420
Manchester Financial
California
$339K +$339K +1,440 New
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
$339K +$81.6K +347 +32%
BWA
422
BCU Wealth Advisors
Illinois
$338K +$470 +2 +0.1%
PA
423
PFG Advisors
Arizona
$338K +$235 +1 +0.1%
MM
424
Meridian Management
Arkansas
$334K – – –
SCA
425
Sandy Cove Advisors
Massachusetts
$334K – – –
15 16
17
18 19