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iShares Russell Top 200 Growth ETF
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Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.77%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
Raymond James Financial
4
Raymond James Financial
Florida
$106M
5
LPL Financial
5
LPL Financial
California
$521M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
FCAM
26
First Citizens Asset Management
North Carolina
$72.1M 306,635 +1,149 +0.4%
SWA
27
SOA Wealth Advisors
New York
$69.9M 297,290 +825 +0.3%
Two Sigma Investments
28
Two Sigma Investments
New York
$69.9M 296,900 +59,200 +25%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$68.4M 290,877 +120,382 +71%
PS
30
Portfolio Strategies
New York
$64M 271,992 -7,301 -3%
VFG
31
Victory Financial Group
Texas
$62.1M 264,123 +264,123 New
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59.1M 251,227 -14,882 -6%
BMCM
33
Bryn Mawr Capital Management
Pennsylvania
$57.7M 245,447 +13,076 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$57.3M 243,475 +8,951 +4%
AAS
35
Avantax Advisory Services
Texas
$56.1M 238,544 +1,179 +0.5%
OCM
36
One Capital Management
California
$55.5M 235,714 -2,601 -1%
IDA
37
Intelligence Driven Advisers
California
$53.6M 227,736 -100,094 -31%
HFS
38
Hantz Financial Services
Michigan
$49M 208,446 +49,596 +31%
WBG
39
Wharton Business Group
Pennsylvania
$45.8M 194,669 -8,547 -4%
NA
40
NewEdge Advisors
Louisiana
$44.7M 189,905 +8,675 +5%
HighTower Advisors
41
HighTower Advisors
Illinois
$42M 178,544 +13,433 +8%
PS
42
Principal Securities
Iowa
$38.3M 162,735 +152,427 +1,479%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$36.3M 154,162 -4,892 -3%
EH
44
Equitable Holdings
New York
$36.2M 153,991 -25,892 -14%
KPWS
45
Kestra Private Wealth Services
Texas
$35.9M 152,435 +3,552 +2%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$35.7M 153,306 +4,200 +3%
SCM
47
Sterling Capital Management
North Carolina
$31.5M 134,065 -496 -0.4%
PMG
48
ProVise Management Group
Florida
$29.8M 126,676 +874 +0.7%
CWAG
49
Compton Wealth Advisory Group
Virginia
$29.3M 124,542 -10,083 -7%
ACA
50
Aspire Capital Advisors
Washington
$29.2M 123,950 +4,300 +4%
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