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iShares Russell Top 200 Growth ETF

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305329 (+24)

5.83% more ownership

Funds ownership: 83.53%89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$25.9M +$22.7M +175,115 +1,586%
BMCM
27
Bryn Mawr Capital Management
Pennsylvania
$24.8M +$2.95M +22,713 +15%
MOS
28
MGO One Seven
Ohio
$23.2M +$1.4M +10,794 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$20.6M +$1.07M +8,267 +6%
M&T Bank
30
M&T Bank
New York
$15.4M -$895K -6,894 -6%
SW
31
Simplicity Wealth
New Jersey
$15.1M +$2.78M +21,390 +25%
HGWM
32
Horst & Graben Wealth Management
Oregon
$14.4M -$636K -4,901 -5%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$14.2M +$134K +1,030 +1%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$13.9M +$8.2M +63,163 +170%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$13.7M +$7.98M +61,481 +166%
CWAG
36
Compton Wealth Advisory Group
Virginia
$13.2M +$5.59M +43,056 +83%
NA
37
NewEdge Advisors
Louisiana
$13M -$7.87M -60,588 -39%
ACA
38
Aspire Capital Advisors
Washington
$12.7M +$2.36M +18,215 +25%
AWMNH
39
Arcadia Wealth Management (New Hampshire)
New Hampshire
$12.7M +$428K +3,294 +4%
VA
40
Valmark Advisers
Ohio
$12.7M +$288K +2,219 +2%
AAS
41
Avantax Advisory Services
Texas
$11.9M +$7.53M +58,000 +209%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$607K +4,672 +6%
SFPG
43
Stonebridge Financial Planning Group
Florida
$10.6M -$799K -6,152 -7%
ML
44
McAdam LLC
Pennsylvania
$9.7M +$8.39M +64,592 +1,243%
KPWS
45
Kestra Private Wealth Services
Texas
$9.4M +$3.49M +26,859 +66%
CAN
46
Cetera Advisor Networks
California
$9.29M +$4.54M +34,945 +110%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$9.09M +$1.33M +10,241 +18%
DC
48
Davenport & Co
Virginia
$9.01M +$881K +6,789 +12%
FCM
49
Family Capital Management
Michigan
$8.52M +$4.18M +32,176 +110%
FPCG
50
Forum Private Client Group
Indiana
$8.4M +$1.28M +9,883 +20%