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iShares Russell Top 200 Growth ETF

366 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,763% more call options, than puts

Call options by funds: $618K | Put options by funds: $16K

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 108

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more capital invested

Capital invested by funds: $5.18B → $6.46B (+$1.28B)

11% more funds holding

Funds holding: 329366 (+37)

1.45% more ownership

Funds ownership: 89.36%90.81% (+1.4%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.53%
New
52
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$6.76M +$283K +1,938 +5%
GRP
77
Global Retirement Partners
California
$6.6M +$84K +576 +1%
AWM
78
Aspire Wealth Management
Massachusetts
$6.59M +$62.4K +428 +1%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$6.56M +$1.01M +6,905 +20%
AWM
80
Avior Wealth Management
Nebraska
$6.56M -$984K -6,746 -14%
JWM
81
Jackson Wealth Management
Florida
$6.34M +$3.66M +25,079 +169%
AAS
82
Asset Allocation Strategies
Michigan
$6.32M +$5.39M +36,956 +1,281%
KAS
83
Kestra Advisory Services
Texas
$6.22M +$345K +2,364 +6%
JSW
84
Journey Strategic Wealth
New Jersey
$5.97M -$133K -914 -2%
BWFA
85
Baltimore-Washington Financial Advisors
Maryland
$5.79M +$3.64M +24,960 +216%
WGCA
86
Wolf Group Capital Advisors
Virginia
$5.78M +$119K +815 +2%
AF
87
Apexium Financial
Texas
$5.63M +$750K +5,142 +17%
BOSSRA
88
B.O.S.S. Retirement Advisors
Utah
$5.63M +$651K +4,464 +14%
HIA
89
Harbor Investment Advisory
Maryland
$5.56M
FA
90
Flagstar Advisors
New York
$5.26M +$357K +2,445 +8%
CA
91
Crumly & Associates
Illinois
$5.22M +$199K +1,361 +4%
CWA
92
Centennial Wealth Advisory
Michigan
$4.94M -$47K -322 -1%
TFS
93
Thoroughbred Financial Services
Tennessee
$4.75M +$996K +6,829 +30%
PAG
94
Private Advisor Group
New Jersey
$4.65M -$225K -1,544 -5%
ZIMP
95
Zimmermann Investment Management & Planning
Pennsylvania
$4.38M +$1.02M +6,991 +34%
CAC
96
Certified Advisory Corp
Florida
$4.32M +$563K +3,858 +17%
JF
97
JSF Financial
California
$4.27M +$51.2K +351 +1%
FIA
98
Foundations Investment Advisors
Arizona
$4.15M +$1.67M +11,437 +78%
CA
99
Cetera Advisors
Colorado
$4.04M -$2.18M -14,955 -37%
DWM
100
Darwin Wealth Management
Florida
$3.89M -$733K -5,023 -17%