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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
SPW
426
Surience Private Wealth
Washington
-$10.4M -67,834 Closed
Marshall Wace
427
Marshall Wace
United Kingdom
-$4.38M -28,492 Closed
FTUS
428
Flow Traders U.S.
New York
-$2.06M -13,410 Closed
WP
429
WealthShield Partners
North Carolina
-$1.62M -10,489 Closed
WCP
430
Wick Capital Partners
Pennsylvania
-$1.31M -8,502 Closed
CAM
431
Cresset Asset Management
Illinois
-$680K -4,413 Closed
Millennium Management
432
Millennium Management
New York
-$583K -3,793 Closed
Bank Julius Baer & Co
433
Bank Julius Baer & Co
Switzerland
-$337K -2,192 Closed
LCGC
434
Legacy Capital Group California
California
-$318K -2,067 Closed
ICG
435
InterOcean Capital Group
Tennessee
-$266K -1,732 Closed
CL
436
Choreo LLC
Illinois
-$243K -1,574 Closed
TI
437
Tidal Investments
Wisconsin
-$242K -1,571 Closed
USCWA
438
U.S. Capital Wealth Advisors
Texas
-$213K -1,384 Closed
RIA
439
Realta Investment Advisors
Delaware
-$198K -1,248 Closed
TWM
440
Tradition Wealth Management
Minnesota
-$155K -1,008 Closed
MA
441
MCF Advisors
Kentucky
-$119K -774 Closed
AWA
442
Authentikos Wealth Advisory
California
-$61.4K -399 Closed
BAAM
443
Baker Avenue Asset Management
California
-$58.3K -379 Closed
FIA
444
FNY Investment Advisers
New York
-$46K -300 Closed
BF
445
BOK Financial
Oklahoma
-$22.7K -149 Closed
WWP
446
WR Wealth Planners
Missouri
-$9.69K -63 Closed
GA
447
GoalVest Advisory
New York
-$2.62K -17 Closed