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iShares Russell Top 200 Growth ETF

141 hedge funds and large institutions have $1.05B invested in iShares Russell Top 200 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $896M → $1.05B (+$157M)

14% more funds holding

Funds holding: 124141 (+17)

0.25% more ownership

Funds ownership: 60.07%60.31% (+0.25%)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
32
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$483K -$16.4K -180 -3%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$473K +$9.68K +106 +2%
CWA
78
Clarus Wealth Advisors
Arizona
$471K -$63K -690 -13%
BCM
79
Brookstone Capital Management
Illinois
$470K -$25.3K -277 -5%
MA
80
Montag & Associates
Georgia
$425K
WS
81
Wedbush Securities
California
$417K +$394K +4,319 New
TFS
82
Thoroughbred Financial Services
Tennessee
$406K +$2.37K +26 +0.6%
VFA
83
Voya Financial Advisors
Connecticut
$404K -$15K -164 -4%
ATC
84
Argent Trust Co
Tennessee
$367K
JMPWA
85
JP Morgan Private Wealth Advisors
California
$362K +$95.3K +1,044 +39%
VWA
86
Visionary Wealth Advisors
Illinois
$361K +$341K +3,734 New
MA
87
Mutual Advisors
Nebraska
$318K -$15K -164 -5%
NPF
88
Norris Perne & French
Michigan
$270K
FA
89
FDx Advisors
Illinois
$267K -$30.3K -332 -11%
IWM
90
IHT Wealth Management
Illinois
$264K -$680K -7,450 -73%
CG
91
Colony Group
Massachusetts
$263K -$84.6K -926 -25%
BA
92
Ballast Advisors
Minnesota
$254K +$240K +2,627 New
SBH
93
Segall Bryant & Hamill
Illinois
$249K
NB
94
NBT Bank
New York
$247K +$234K +2,560 New
AI
95
ArchPoint Investors
Florida
$237K
BFPW
96
BOK Financial Private Wealth
Colorado
$225K
TRCT
97
Tower Research Capital (TRC)
New York
$223K -$337K -3,688 -62%
LNC
98
Lincoln National Corp
Pennsylvania
$219K +$207K +2,269 New
AW
99
ACG Wealth
Georgia
$217K -$45.1K -494 -18%
Stifel Financial
100
Stifel Financial
Missouri
$215K +$203K +2,222 New