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iShares Russell Top 200 Growth ETF

141 hedge funds and large institutions have $1.05B invested in iShares Russell Top 200 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $896M → $1.05B (+$157M)

14% more funds holding

Funds holding: 124141 (+17)

0.25% more ownership

Funds ownership: 60.07%60.31% (+0.25%)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
32
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
51
Nomura Asset Management
Japan
$1.48M +$1.4M +15,310 New
AI
52
Atria Investments
North Carolina
$1.4M -$14.7K -161 -1%
FHC
53
First Heartland Consultants
Missouri
$1.3M -$9.04K -99 -0.7%
Creative Planning
54
Creative Planning
Kansas
$1.22M +$276K +3,023 +31%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$1.16M +$2.23M +24,371 New
BCM
56
Barometer Capital Management
Ontario, Canada
$1.14M -$429K -4,700 -28%
HH
57
Hilltop Holdings
Texas
$1.01M -$7.22M -79,043 -88%
BWA
58
Beam Wealth Advisors
Louisiana
$983K +$929K +10,173 New
ACP
59
Aveo Capital Partners
Colorado
$873K +$825K +9,039 New
EH
60
Equitable Holdings
New York
$845K +$799K +8,750 New
SPIA
61
Steward Partners Investment Advisory
New York
$768K +$32.2K +353 +5%
PPA
62
Parametric Portfolio Associates
Washington
$765K +$138K +1,507 +23%
CWM
63
Cahaba Wealth Management
Georgia
$726K -$42.5K -465 -6%
CAN
64
Cetera Advisor Networks
California
$651K -$17.2K -188 -3%
OC
65
Oppenheimer & Co
New York
$640K -$65.3K -715 -10%
WMA
66
Wealth Management Associates
New Jersey
$639K +$21.6K +237 +4%
WWM
67
Western Wealth Management
Colorado
$595K +$16.2K +177 +3%
HCM
68
HMS Capital Management
Tennessee
$588K -$649K -7,106 -54%
GG
69
GenWealth Group
New Jersey
$576K
CFGS
70
Concourse Financial Group Securities
Alabama
$570K
LAS
71
Lloyd Advisory Services
Georgia
$570K +$539K +5,907 New
PFS
72
Prospera Financial Services
Texas
$541K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$534K
Renaissance Technologies
74
Renaissance Technologies
New York
$493K +$466K +5,100 New
FAIM
75
Financial Advocates Investment Management
Washington
$490K +$10.9K +119 +2%