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iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$18.5M +$16M +128,560 +499%
HighTower Advisors
27
HighTower Advisors
Illinois
$16.8M +$1.17M +9,385 +7%
M&T Bank
28
M&T Bank
New York
$14.2M -$145K -1,169 -1%
HGWM
29
Horst & Graben Wealth Management
Oregon
$13.1M -$439K -3,536 -3%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$12.2M -$977K -7,863 -7%
VA
31
Valmark Advisers
Ohio
$10.8M +$3.44M +27,710 +45%
AWMNH
32
Arcadia Wealth Management (New Hampshire)
New Hampshire
$10.6M +$11M +88,270 New
SW
33
Simplicity Wealth
New Jersey
$10.5M +$10.5M +84,475 +3,122%
SFPG
34
Stonebridge Financial Planning Group
Florida
$9.91M -$304K -2,448 -3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$9.69M -$2.78M -22,385 -22%
ACA
36
Aspire Capital Advisors
Washington
$8.86M +$256K +2,060 +3%
Goldman Sachs
37
Goldman Sachs
New York
$8.63M +$5.83M +46,934 +190%
SEM
38
Strategic Equity Management
Arizona
$8.28M -$480K -3,864 -5%
EH
39
Equitable Holdings
New York
$7.47M +$45.5K +366 +0.6%
DC
40
Davenport & Co
Virginia
$6.99M +$781K +6,284 +12%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$6.78M -$2.02M -16,254 -22%
ZIMP
42
Zimmermann Investment Management & Planning
Pennsylvania
$6.73M -$1.57M -12,658 -18%
MIA
43
Milestone Investment Advisors
Wisconsin
$6.45M +$6.65M +53,490 New
AWM
44
Avior Wealth Management
Nebraska
$6.44M +$5.47M +44,017 +468%
CWAG
45
Compton Wealth Advisory Group
Virginia
$6.28M -$3.61M -29,014 -36%
FPCG
46
Forum Private Client Group
Indiana
$6.1M +$983K +7,907 +19%
BCM
47
Brookstone Capital Management
Illinois
$5.98M +$289K +2,326 +5%
IRC
48
Investors Research Corp
Georgia
$5.95M +$487K +3,916 +9%
KAS
49
Kestra Advisory Services
Texas
$5.83M +$36.7K +295 +0.6%
SWP
50
Stratos Wealth Partners
Ohio
$5.43M -$412K -3,315 -7%