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iShares Russell Top 200 Growth ETF

204 hedge funds and large institutions have $2.54B invested in iShares Russell Top 200 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $2.06B → $2.54B (+$481M)

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

8% more funds holding

Funds holding: 189204 (+15)

6.76% more ownership

Funds ownership: 67.21%73.97% (+6.8%)

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
3.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
43
Increased
63
Reduced
53
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
76
Venture Visionary Partners
Ohio
$1.27M +$953K +7,560 +374%
KPW
77
Kore Private Wealth
New York
$1.25M +$179K +1,420 +18%
WWM
78
Western Wealth Management
Colorado
$1.22M +$110K +876 +11%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$1.14M -$111K -877 -9%
STA
80
Summit Trail Advisors
New York
$1.13M -$309K -2,450 -22%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$1.09M -$204K -1,615 -16%
William Blair & Company
82
William Blair & Company
Illinois
$942K +$678K +5,378 +316%
SIC
83
Samalin Investment Counsel
New York
$930K +$882K +6,992 New
MWM
84
Meridian Wealth Management
Kentucky
$919K -$1.61M -12,751 -65%
PPA
85
Parametric Portfolio Associates
Washington
$889K +$38.1K +302 +5%
OC
86
Oppenheimer & Co
New York
$869K +$12.7K +101 +2%
T
87
TRUADVICE
Florida
$856K +$149K +1,185 +23%
SPIA
88
Steward Partners Investment Advisory
New York
$847K -$88.3K -700 -10%
TFS
89
Thoroughbred Financial Services
Tennessee
$837K +$135K +1,068 +20%
CWM
90
Cahaba Wealth Management
Georgia
$797K -$111K -884 -13%
GG
91
GenWealth Group
New Jersey
$794K
LAS
92
Lloyd Advisory Services
Georgia
$793K -$80.3K -637 -10%
MA
93
Mezzasalma Advisors
New Jersey
$748K +$709K +5,619 New
ANTB
94
AMG National Trust Bank
Colorado
$735K
PFS
95
Prospera Financial Services
Texas
$722K +$684K +5,426 New
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$711K +$35.4K +281 +6%
WS
97
Wedbush Securities
California
$703K +$12.5K +99 +2%
CG
98
Colony Group
Massachusetts
$691K -$5.8K -46 -0.9%
BSW
99
Buckingham Strategic Wealth
Missouri
$677K +$229K +1,813 +55%
WF
100
Welch & Forbes
Massachusetts
$673K