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iShares Russell Top 200 Growth ETF

141 hedge funds and large institutions have $1.05B invested in iShares Russell Top 200 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $896M → $1.05B (+$157M)

14% more funds holding

Funds holding: 124141 (+17)

0.25% more ownership

Funds ownership: 60.07%60.31% (+0.25%)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
32
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
26
B. Riley Wealth Management
Tennessee
$4.52M +$494K +5,415 +13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.29M +$320K +3,500 +9%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$4.24M +$4.01M +43,921 New
CWM
29
Cornerstone Wealth Management
Missouri
$4.03M +$333K +3,650 +10%
RJA
30
Raymond James & Associates
Florida
$3.85M -$923K -10,109 -20%
LWP
31
Legacy Wealth Planning
Nevada
$3M +$2.83M +31,027 New
IA
32
IFP Advisors
Florida
$2.82M +$162K +1,778 +7%
Goldman Sachs
33
Goldman Sachs
New York
$2.79M
AG
34
Advisor Group
Arizona
$2.75M -$83.9K -919 -3%
HIA
35
Harbor Investment Advisory
Maryland
$2.65M +$2.51M +27,447 New
FAAS
36
First Allied Advisory Services
California
$2.44M +$1.37M +14,962 +145%
SC
37
Scotia Capital
Ontario, Canada
$2.22M +$238K +2,606 +13%
HNB
38
Huntington National Bank
Ohio
$2.17M
CONA
39
Capital One National Association
New York
$2.05M +$1.94M +21,214 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$2.02M +$450K +4,932 +31%
SPC
41
Sigma Planning Corp
Michigan
$1.99M +$1.58M +17,300 +526%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.91M +$1.61M +17,676 +851%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.84M +$45.6K +499 +3%
WSFS
44
Wilmington Savings Fund Society
Delaware
$1.73M +$117K +1,286 +8%
PAG
45
Private Advisor Group
New Jersey
$1.64M +$68K +745 +5%
Jane Street
46
Jane Street
New York
$1.63M -$156K -1,705 -9%
SWP
47
Stratos Wealth Partners
Ohio
$1.61M +$20.7K +227 +1%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.59M -$17K -186 -1%
CFD
49
Creative Financial Designs
Indiana
$1.57M -$235K -2,569 -14%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.53M +$395K +4,325 +38%