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iShares Russell Top 200 Growth ETF

204 hedge funds and large institutions have $2.54B invested in iShares Russell Top 200 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $2.06B → $2.54B (+$481M)

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

8% more funds holding

Funds holding: 189204 (+15)

6.76% more ownership

Funds ownership: 67.21%73.97% (+6.8%)

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
3.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
43
Increased
63
Reduced
53
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
51
Burns Matteson Capital Management
New York
$3.08M +$2.92M +23,130 New
SC
52
Scotia Capital
Ontario, Canada
$2.92M +$49.4K +392 +2%
SWP
53
Stratos Wealth Partners
Ohio
$2.89M -$1.26K -10 -0%
Goldman Sachs
54
Goldman Sachs
New York
$2.86M +$1.93M +15,301 +246%
HNB
55
Huntington National Bank
Ohio
$2.82M
HighTower Advisors
56
HighTower Advisors
Illinois
$2.79M +$23.3K +185 +0.9%
CWAG
57
Compton Wealth Advisory Group
Virginia
$2.61M +$131K +1,035 +6%
NC
58
NinePointTwo Capital
California
$2.49M +$2.36M +18,738 New
KAS
59
Kestra Advisory Services
Texas
$2.46M +$504K +4,000 +28%
FTUS
60
Flow Traders U.S.
New York
$2.4M +$1.84M +14,626 +427%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$2.33M +$2.21M +17,495 New
Creative Planning
62
Creative Planning
Kansas
$2.31M +$530K +4,205 +32%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$2.3M +$139K +1,102 +7%
EH
64
Equitable Holdings
New York
$2.09M -$9.46K -75 -0.5%
RFC
65
Regions Financial Corp
Alabama
$2.06M +$1.96M +15,520 New
GWM
66
Geneos Wealth Management
Colorado
$2.06M +$428K +3,391 +23%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.89M +$148K +1,172 +9%
LNC
68
Lincoln National Corp
Pennsylvania
$1.84M +$102K +812 +6%
MCM
69
Mainstay Capital Management
Michigan
$1.66M -$56.4M -447,205 Closed
SBH
70
Segall Bryant & Hamill
Illinois
$1.59M +$1.51K +12 +0.1%
Nomura Asset Management
71
Nomura Asset Management
Japan
$1.51M
BWM
72
BCGM Wealth Management
Indiana
$1.47M +$1.33M +10,551 New
BWA
73
Beam Wealth Advisors
Louisiana
$1.38M -$14.1K -112 -1%
COF
74
Capital One Financial
Virginia
$1.36M -$278K -2,201 -18%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$1.36M +$442K +3,508 +52%