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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
OCM
26
One Capital Management
California
$41.2M -$3.47M -21,157 -8%
Mariner
27
Mariner
Kansas
$39.9M +$650K +3,959 +2%
WBG
28
Wharton Business Group
Pennsylvania
$39.6M -$13.1K -80 -0%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$38.9M +$552K +3,363 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$37.5M -$6.02M -36,661 -15%
HighTower Advisors
31
HighTower Advisors
Illinois
$31.7M -$8.48M -51,664 -22%
PS
32
Portfolio Strategies
New York
$30.2M +$12.6M +76,995 +81%
HFS
33
Hantz Financial Services
Michigan
$29.4M -$439K -2,676 -2%
AAS
34
Avantax Advisory Services
Texas
$29.1M +$5.07M +30,909 +23%
MOS
35
MGO One Seven
Ohio
$28.2M +$582K +3,547 +2%
CWAG
36
Compton Wealth Advisory Group
Virginia
$25.3M +$1.49M +9,062 +7%
SW
37
SVB Wealth
Massachusetts
$24.9M +$22.4M +136,652 +2,411%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$23M +$13.2M +80,403 +158%
VFG
39
Victory Financial Group
Texas
$21.3M +$20M +121,815 New
NA
40
NewEdge Advisors
Louisiana
$21.3M +$2.11M +12,879 +12%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$20.6M +$2.34M +14,276 +14%
CA
42
Crumly & Associates
Illinois
$19.4M +$12.1M +73,488 +196%
HGWM
43
Horst & Graben Wealth Management
Oregon
$19.1M +$1.31M +7,952 +8%
BIG
44
Bush Investment Group
Georgia
$19.1M +$16.7M +101,988 New
SW
45
Simplicity Wealth
New Jersey
$19M -$546K -3,327 -3%
9WM
46
9258 Wealth Management
Ohio
$19M +$1.98M +12,090 +13%
BCI
47
Brinker Capital Investments
Pennsylvania
$18.9M +$9.87M +60,145 +124%
OPS
48
Orion Portfolio Solutions
Nebraska
$18.9M +$9.87M +60,145 +124%
ACA
49
Aspire Capital Advisors
Washington
$18.6M +$258K +1,570 +2%
Two Sigma Investments
50
Two Sigma Investments
New York
$18M +$1.71M +10,400 +11%