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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$17.8M -$1.16M -7,087 -7%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$17.8M +$1.39M +8,453 +9%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$17.7M +$7.79M +47,456 +89%
DC
54
Davenport & Co
Virginia
$17M +$857K +5,220 +6%
PS
55
Principal Securities
Iowa
$17M +$15.9M +96,890 New
EH
56
Equitable Holdings
New York
$16.8M +$4.53M +27,626 +40%
VA
57
Valmark Advisers
Ohio
$15.6M -$2.41M -14,653 -14%
CAN
58
Cetera Advisor Networks
California
$15.2M +$3.75M +22,877 +36%
KPWS
59
Kestra Private Wealth Services
Texas
$14.3M +$1.19M +7,265 +10%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$13.7M +$6.69M +40,734 +108%
PMG
61
ProVise Management Group
Florida
$13.5M +$109K +664 +0.9%
GRP
62
Global Retirement Partners
California
$12.7M +$3.02M +18,387 +34%
SFPG
63
Stonebridge Financial Planning Group
Florida
$12.3M +$27.2K +166 +0.2%
FPCG
64
Forum Private Client Group
Indiana
$12.1M +$11.4M +69,308 New
TAM
65
Titleist Asset Management
Texas
$11.9M +$9.32M +56,767 +511%
WA
66
Win Advisors
Florida
$11.5M +$10.7M +65,410 New
WWM
67
WJ Wealth Management
Arizona
$11.3M +$5.06M +30,850 +91%
ML
68
McAdam LLC
Pennsylvania
$11.3M -$388K -2,361 -4%
KFG
69
Kingdom Financial Group
Arizona
$11.1M -$340K -2,072 -3%
BCM
70
Brookstone Capital Management
Illinois
$11M +$683K +4,164 +7%
FCM
71
Family Capital Management
Michigan
$10.5M -$497K -3,026 -5%
IRC
72
Investors Research Corp
Georgia
$10M +$295K +1,795 +3%
GWM
73
Geneos Wealth Management
Colorado
$10M +$9.25M +56,375 +7,841%
MIA
74
Milestone Investment Advisors
Wisconsin
$9.98M -$729K -4,440 -7%
CFG
75
Cosner Financial Group
Colorado
$9.84M -$8.5M -51,770 -90%