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iShares Russell Top 200 Growth ETF

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

3% more funds holding

Funds holding: 204210 (+6)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $2.54B → $2.55B (+$13.5M)

1.7% less ownership

Funds ownership: 73.97%72.26% (-1.7%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.82M +$19.2K +143 +0.7%
SWP
52
Stratos Wealth Partners
Ohio
$2.77M -$156K -1,165 -5%
HNB
53
Huntington National Bank
Ohio
$2.71M
CWAG
54
Compton Wealth Advisory Group
Virginia
$2.64M +$2.95K +22 +0.1%
NC
55
NinePointTwo Capital
California
$2.52M
SPC
56
Sigma Planning Corp
Michigan
$2.32M -$831K -6,204 -26%
KAS
57
Kestra Advisory Services
Texas
$2.23M -$260K -1,937 -10%
RFC
58
Regions Financial Corp
Alabama
$2.12M +$31.8K +237 +2%
EH
59
Equitable Holdings
New York
$2.11M +$2.01K +15 +0.1%
Citadel Advisors
60
Citadel Advisors
Florida
$1.93M +$1.92M +14,317 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.9M -$417K -3,114 -18%
LNC
62
Lincoln National Corp
Pennsylvania
$1.75M -$104K -778 -6%
SBH
63
Segall Bryant & Hamill
Illinois
$1.61M
Nomura Asset Management
64
Nomura Asset Management
Japan
$1.52M
Creative Planning
65
Creative Planning
Kansas
$1.52M -$815K -6,080 -35%
BWA
66
Beam Wealth Advisors
Louisiana
$1.48M +$79.3K +592 +6%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$1.39M +$18.8K +140 +1%
TRCT
68
Tower Research Capital (TRC)
New York
$1.33M +$1.09M +8,164 +480%
BWM
69
BCGM Wealth Management
Indiana
$1.3M -$193K -1,442 -14%
VVP
70
Venture Visionary Partners
Ohio
$1.29M
STA
71
Summit Trail Advisors
New York
$1.29M +$148K +1,105 +13%
COF
72
Capital One Financial
Virginia
$1.29M -$89.9K -671 -7%
IRC
73
Investors Research Corp
Georgia
$1.26M +$594K +4,435 +90%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$1.26M +$99.4K +742 +9%
WWM
75
Western Wealth Management
Colorado
$1.24M +$2.95K +22 +0.2%