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iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
51
Journey Strategic Wealth
New Jersey
$5.01M -$1.44M -11,571 -22%
9WM
52
9258 Wealth Management
Ohio
$4.98M +$965K +7,765 +23%
KPWS
53
Kestra Private Wealth Services
Texas
$4.92M +$1.36M +10,945 +37%
WGCA
54
Wolf Group Capital Advisors
Virginia
$4.71M +$4.85M +39,061 New
Baird Financial Group
55
Baird Financial Group
Wisconsin
$4.61M +$48.2K +388 +1%
GRP
56
Global Retirement Partners
California
$4.53M -$204K -1,639 -4%
CA
57
Cetera Advisors
Colorado
$4.51M +$872K +7,019 +23%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$4.48M +$990K +7,967 +27%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$4.46M +$653K +5,252 +17%
AWM
60
Aspire Wealth Management
Massachusetts
$4.32M +$1.13M +9,053 +34%
DWM
61
Darwin Wealth Management
Florida
$4.28M +$2.85M +22,910 +205%
HIA
62
Harbor Investment Advisory
Maryland
$4.23M +$497K +4,001 +13%
PMG
63
ProVise Management Group
Florida
$4.14M +$851K +6,844 +25%
AAS
64
Asset Allocation Strategies
Michigan
$4.1M +$4.23M +34,030 New
SCA
65
Stokes Capital Advisors
South Carolina
$4.06M -$420K -3,376 -9%
OCM
66
One Capital Management
California
$4.06M -$32.4K -261 -0.8%
FA
67
Flagstar Advisors
New York
$4.01M +$305K +2,455 +8%
RJA
68
Raymond James & Associates
Florida
$3.92M +$178K +1,432 +5%
CAN
69
Cetera Advisor Networks
California
$3.84M -$320K -2,573 -7%
CA
70
Crumly & Associates
Illinois
$3.79M -$7.48M -60,163 -66%
CPG
71
Cornerstone Planning Group
New Jersey
$3.62M +$3.66M +29,429 New
BOSSRA
72
B.O.S.S. Retirement Advisors
Utah
$3.53M +$3.64M +29,281 New
FCM
73
Family Capital Management
Michigan
$3.51M +$3.62M +29,142 New
IA
74
IFP Advisors
Florida
$3.5M +$103K +826 +2%
FPGK
75
Financial Partners Group (Kansas)
Kansas
$3.38M -$703K -5,657 -18%