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iShares Russell Top 200 Growth ETF

555 hedge funds and large institutions have $8.29B invested in iShares Russell Top 200 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 209 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 209

4.31% less ownership

Funds ownership: 83.2%78.89% (-4.3%)

5% less funds holding

Funds holding: 587555 (-32)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less capital invested

Capital invested by funds: $10.7B → $8.29B (-$2.39B)

28% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.37M

30% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 76

Holders
555
Holders Change
-32
Holders Change %
-5.45%
% of All Funds
7.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.72%
New
53
Increased
195
Reduced
209
Closed
76
Calls
$991K
Puts
$1.37M
Net Calls
-$380K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
SOA Wealth Advisors
New York
$49.6M -$14.3M -62,088 -21%
AAS
27
Avantax Advisory Services
Texas
$48.7M -$1.74M -7,560 -3%
OCM
28
One Capital Management
California
$47.7M -$2.19M -9,499 -4%
IDA
29
Intelligence Driven Advisers
California
$47.6M -$485K -2,107 -0.9%
BMCM
30
Bryn Mawr Capital Management
Pennsylvania
$45.8M -$6.48M -28,170 -11%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.2M -$10.7M -46,500 -19%
WBG
32
Wharton Business Group
Pennsylvania
$41.3M +$284K +1,235 +0.6%
RPSA
33
Richard P. Slaughter Associates
Texas
$41.2M +$30.4M +131,977 +208%
PS
34
Principal Securities
Iowa
$38.3M
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$35.8M +$1.12M +4,862 +3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$35.5M -$28.2M -122,665 -42%
FCBT
37
First Citizens Bank & Trust
North Carolina
$35.4M -$31.7M -137,837 -3%
NA
38
NewEdge Advisors
Louisiana
$33M -$7.68M -33,374 -18%
KPWS
39
Kestra Private Wealth Services
Texas
$32.7M +$551K +2,397 +2%
LI
40
LifeWealth Investments
Florida
$30.9M +$24.1M +104,790 +250%
DC
41
Davenport & Co
Virginia
$30.7M +$12.5M +54,281 +60%
HighTower Advisors
42
HighTower Advisors
Illinois
$28.8M -$9.64M -41,900 -23%
HFS
43
Hantz Financial Services
Michigan
$28.3M -$17M -74,079 -36%
PMG
44
ProVise Management Group
Florida
$27.7M +$1.06M +4,601 +4%
SCM
45
Sterling Capital Management
North Carolina
$27.5M -$838K -3,642 -3%
CWAG
46
Compton Wealth Advisory Group
Virginia
$25.9M -$354K -1,538 -1%
MA
47
MONECO Advisors
Connecticut
$24.2M +$4.05M +17,586 +18%
ACA
48
Aspire Capital Advisors
Washington
$23.7M -$2.65M -11,525 -9%
WA
49
Waverly Advisors
Alabama
$23.7M +$64.4K +280 +0.3%
M&T Bank
50
M&T Bank
New York
$21.8M +$22.1K +96 +0.1%