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iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$3.36M -$1.86K -15 -0.1%
AAS
77
Avantax Advisory Services
Texas
$3.34M +$1M +8,085 +41%
GWMIA
78
Global Wealth Management Investment Advisory
Florida
$3.31M -$617K -4,968 -15%
AF
79
Apexium Financial
Texas
$3.21M -$310K -2,492 -9%
ACM
80
Advisors Capital Management
New Jersey
$2.9M +$2.99M +24,077 New
JF
81
JSF Financial
California
$2.9M +$314K +2,523 +12%
CAC
82
Certified Advisory Corp
Florida
$2.87M +$1.67M +13,462 +130%
WPW
83
Waldron Private Wealth
Pennsylvania
$2.81M
BMCM
84
Burns Matteson Capital Management
New York
$2.81M +$420K +3,376 +17%
ME
85
McIlrath & Eck
Washington
$2.75M -$832K -6,696 -23%
OPS
86
Orion Portfolio Solutions
Nebraska
$2.68M -$997K -8,023 -26%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$2.64M +$2.05M +16,534 +310%
KWM
88
Kingsview Wealth Management
Oregon
$2.52M -$299K -2,406 -10%
TFS
89
Thoroughbred Financial Services
Tennessee
$2.44M +$737K +5,930 +41%
Stifel Financial
90
Stifel Financial
Missouri
$2.37M +$690K +5,551 +39%
NC
91
NinePointTwo Capital
California
$2.26M
HNB
92
Huntington National Bank
Ohio
$2.1M
GWM
93
Geneos Wealth Management
Colorado
$1.88M +$223K +1,792 +13%
FIA
94
Foundations Investment Advisors
Arizona
$1.81M +$1.52M +12,245 +444%
GT
95
Glenmede Trust
Pennsylvania
$1.74M +$663K +5,336 +59%
PFG
96
Peterson Financial Group
Iowa
$1.71M -$116K -937 -6%
IC
97
IEQ Capital
California
$1.69M +$976K +7,849 +127%
AWS
98
Atria Wealth Solutions
New York
$1.58M +$84.5K +680 +5%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$1.48M -$60.2K -484 -4%
SF
100
Synovus Financial
Georgia
$1.47M