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iShares Russell Top 200 Growth ETF

145 hedge funds and large institutions have $1.03B invested in iShares Russell Top 200 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

3% more funds holding

Funds holding: 141145 (+4)

1.56% more ownership

Funds ownership: 60.31%61.87% (+1.6%)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$19.5M)

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.2%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
28
Increased
49
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.39M -$35.1K -369 -2%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.36M +$35.2K +370 +2%
BCM
53
Barometer Capital Management
Ontario, Canada
$1.36M +$409K +4,300 +36%
EH
54
Equitable Holdings
New York
$1.31M +$644K +6,768 +77%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.31M -$90.3K -949 -6%
Nomura Asset Management
56
Nomura Asset Management
Japan
$1.29M
SWP
57
Stratos Wealth Partners
Ohio
$1.1M -$343K -3,606 -22%
Creative Planning
58
Creative Planning
Kansas
$1.06M -$12.4K -130 -1%
PS
59
Portfolio Strategies
New York
$1.02M +$1.15M +12,080 New
TI
60
Trexquant Investment
Connecticut
$987K +$1.12M +11,720 New
BWA
61
Beam Wealth Advisors
Louisiana
$788K -$77.6K -815 -8%
STA
62
Summit Trail Advisors
New York
$754K +$852K +8,950 New
TFS
63
Thoroughbred Financial Services
Tennessee
$738K +$434K +4,562 +108%
TWA
64
TCI Wealth Advisors
Arizona
$669K +$757K +7,950 New
SPIA
65
Steward Partners Investment Advisory
New York
$640K -$33.6K -353 -4%
OC
66
Oppenheimer & Co
New York
$606K +$54.4K +572 +9%
LAS
67
Lloyd Advisory Services
Georgia
$599K +$114K +1,203 +20%
CWM
68
Cahaba Wealth Management
Georgia
$590K -$48.2K -506 -7%
WWM
69
Western Wealth Management
Colorado
$543K +$27.2K +286 +5%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$534K
AAS
71
Avantax Advisory Services
Texas
$527K +$596K +6,266 New
GG
72
GenWealth Group
New Jersey
$502K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$474K +$536K +5,632 New
PFS
74
Prospera Financial Services
Texas
$471K
PPA
75
Parametric Portfolio Associates
Washington
$466K -$228K -2,398 -30%