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iShares Russell Top 200 Growth ETF

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305329 (+24)

5.83% more ownership

Funds ownership: 83.53%89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Crumly & Associates
Illinois
$4.38M +$9.35K +72 +0.2%
CWA
77
Centennial Wealth Advisory
Michigan
$4.37M +$4.09M +31,470 New
BOSSRA
78
B.O.S.S. Retirement Advisors
Utah
$4.31M +$228K +1,755 +6%
PAG
79
Private Advisor Group
New Jersey
$4.29M +$33.2K +256 +0.8%
FA
80
Flagstar Advisors
New York
$4.27M -$324K -2,492 -7%
SCA
81
Stokes Capital Advisors
South Carolina
$4.27M -$386K -2,975 -9%
AF
82
Apexium Financial
Texas
$4.22M +$486K +3,742 +14%
EWA
83
EP Wealth Advisors
California
$4.17M +$2.3M +17,707 New
IA
84
IFP Advisors
Florida
$4.15M +$1.06M +8,189 +18%
DWM
85
Darwin Wealth Management
Florida
$4.14M -$559K -4,307 -13%
ME
86
McIlrath & Eck
Washington
$3.83M +$617K +4,750 +21%
Goldman Sachs
87
Goldman Sachs
New York
$3.69M -$5.85M -45,055 -63%
JF
88
JSF Financial
California
$3.69M +$329K +2,531 +11%
FPGK
89
Financial Partners Group (Kansas)
Kansas
$3.49M -$16.6K -128 -0.5%
GWMIA
90
Global Wealth Management Investment Advisory
Florida
$3.4M -$387K -2,980 -11%
WPW
91
Waldron Private Wealth
Pennsylvania
$3.38M +$104K +804 +3%
CAC
92
Certified Advisory Corp
Florida
$3.24M -$59.3K -457 -2%
TFS
93
Thoroughbred Financial Services
Tennessee
$3.21M +$372K +2,864 +14%
BMCM
94
Burns Matteson Capital Management
New York
$3.03M -$187K -1,444 -6%
KWM
95
Kingsview Wealth Management
Oregon
$2.87M -$27.8K -214 -1%
ZIMP
96
Zimmermann Investment Management & Planning
Pennsylvania
$2.86M -$4.58M -35,256 -63%
NC
97
NinePointTwo Capital
California
$2.6M
CPRC
98
Consolidated Portfolio Review Corp
New York
$2.59M +$2.42M +18,628 New
JMPWA
99
JP Morgan Private Wealth Advisors
California
$2.44M +$1.52M +11,712 +200%
JWM
100
Jackson Wealth Management
Florida
$2.07M +$1.93M +14,878 New