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iShares Russell Top 200 Growth ETF

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305329 (+24)

5.83% more ownership

Funds ownership: 83.53%89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$8.26M -$323K -2,485 -4%
SA
52
Stewardship Advisors
Pennsylvania
$8.03M +$5.93M +45,656 +376%
WWM
53
WJ Wealth Management
Arizona
$7.81M +$7.3M +56,225 New
MIA
54
Milestone Investment Advisors
Wisconsin
$7.78M +$325K +2,505 +5%
IRC
55
Investors Research Corp
Georgia
$7.21M +$322K +2,477 +5%
BCM
56
Brookstone Capital Management
Illinois
$7.04M +$132K +1,019 +2%
AWM
57
Avior Wealth Management
Nebraska
$6.68M -$691K -5,322 -10%
PMG
58
ProVise Management Group
Florida
$6.66M +$1.76M +13,594 +40%
BFA
59
BMS Financial Advisors
South Dakota
$6.43M +$6.01M +46,306 New
VFPW
60
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.22M +$5.82M +44,790 New
9WM
61
9258 Wealth Management
Ohio
$6.07M +$311K +2,392 +6%
SWM
62
SigFig Wealth Management
California
$5.91M +$5.52M +42,554 New
AWM
63
Aspire Wealth Management
Massachusetts
$5.71M +$683K +5,260 +15%
GRP
64
Global Retirement Partners
California
$5.71M +$451K +3,475 +9%
BRWA
65
B. Riley Wealth Advisors
Florida
$5.66M +$3.87M +29,782 +272%
CA
66
Cetera Advisors
Colorado
$5.62M +$386K +2,971 +8%
AWS
67
Atria Wealth Solutions
New York
$5.59M +$3.52M +27,149 +207%
JSW
68
Journey Strategic Wealth
New Jersey
$5.35M -$390K -3,006 -7%
WGCA
69
Wolf Group Capital Advisors
Virginia
$5.21M -$202K -1,557 -4%
KAS
70
Kestra Advisory Services
Texas
$5.12M -$1.5M -11,524 -24%
HIA
71
Harbor Investment Advisory
Maryland
$4.87M -$519 -4 -0%
SWP
72
Stratos Wealth Partners
Ohio
$4.83M -$1.33M -10,223 -23%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$4.79M -$492K -3,786 -10%
OCM
74
One Capital Management
California
$4.68M
RJA
75
Raymond James & Associates
Florida
$4.63M +$97K +747 +2%