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iShares Russell Top 200 Growth ETF

555 hedge funds and large institutions have $8.29B invested in iShares Russell Top 200 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 209 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 209

4.31% less ownership

Funds ownership: 83.2%78.89% (-4.3%)

5% less funds holding

Funds holding: 587555 (-32)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less capital invested

Capital invested by funds: $10.7B → $8.29B (-$2.39B)

28% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.37M

30% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 76

Holders
555
Holders Change
-32
Holders Change %
-5.45%
% of All Funds
7.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.72%
New
53
Increased
195
Reduced
209
Closed
76
Calls
$991K
Puts
$1.37M
Net Calls
-$380K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$21.7M -$2.12M -9,200 -8%
Goldman Sachs
52
Goldman Sachs
New York
$21.7M +$10.3M +44,918 +77%
BIG
53
Bush Investment Group
Georgia
$21.7M +$125K +542 +0.5%
VA
54
Valmark Advisers
Ohio
$21.5M -$368K -1,598 -2%
ICMM
55
Integrated Capital Management (Michigan)
Michigan
$21.3M +$277K +1,204 +1%
PIA
56
Perennial Investment Advisors
California
$20.9M +$7.01M +30,454 +44%
HBS
57
Howard Bailey Securities
Indiana
$20.6M +$1.41M +6,131 +7%
MFG
58
Merit Financial Group
Georgia
$18.9M +$2.25M +9,776 +12%
KFG
59
Kingdom Financial Group
Arizona
$18.3M -$1.27M -5,537 -6%
GWM
60
Geneos Wealth Management
Colorado
$18.2M +$7.77M +33,774 +65%
BCM
61
Brookstone Capital Management
Illinois
$17.3M +$1.56M +6,773 +9%
FFS
62
Fischer Financial Services
Pennsylvania
$16.9M +$781K +3,394 +4%
KAS
63
Kestra Advisory Services
Texas
$16.7M -$2.74M -11,924 -13%
HCWM
64
Hidden Cove Wealth Management
Washington
$16.1M -$605K -2,629 -3%
JP Morgan Chase
65
JP Morgan Chase
New York
$16M +$6.14M +26,672 +54%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$15.7M +$4.99M +21,670 +41%
IRC
67
Investors Research Corp
Georgia
$15.3M +$1.04M +4,512 +7%
JF
68
JSF Financial
California
$14.5M +$4.68M +20,343 +42%
FPCG
69
Forum Private Client Group
Indiana
$14.5M +$306K +1,328 +2%
AFS
70
Anderson Financial Strategies
Ohio
$14.3M +$1.93M +8,407 +14%
HGWM
71
Horst & Graben Wealth Management
Oregon
$14.2M -$2.06M -8,975 -12%
TAM
72
Titleist Asset Management
Texas
$13.9M +$2.05M +8,893 +16%
SFPG
73
Stonebridge Financial Planning Group
Florida
$13.4M -$609K -2,649 -4%
FCM
74
Family Capital Management
Michigan
$12.9M +$305K +1,324 +2%
ML
75
McAdam LLC
Pennsylvania
$12.6M +$184K +798 +1%