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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
76
McIlrath & Eck
Washington
$9.72M +$553K +3,369 +6%
SWP
77
Stratos Wealth Partners
Ohio
$9.47M +$164K +997 +2%
AWS
78
Atria Wealth Solutions
New York
$9.15M +$5.26M +32,033 +159%
GM
79
GeoWealth Management
Illinois
$8.64M +$7.94M +48,382 +5,288%
IA
80
IFP Advisors
Florida
$8.57M -$1.66M -10,127 -17%
VWA
81
Visionary Wealth Advisors
Illinois
$8.56M +$6.35M +38,658 +378%
RJA
82
Raymond James & Associates
Florida
$8.56M +$679K +4,139 +9%
AWM
83
Aspire Wealth Management
Massachusetts
$7.83M +$358K +2,184 +5%
SA
84
Stewardship Advisors
Pennsylvania
$7.72M +$388K +2,366 +6%
AAS
85
Asset Allocation Strategies
Michigan
$7.71M +$364K +2,219 +5%
BWFA
86
Baltimore-Washington Financial Advisors
Maryland
$7.48M +$629K +3,833 +10%
KAS
87
Kestra Advisory Services
Texas
$7.44M +$59.3K +361 +0.9%
BOSSRA
88
B.O.S.S. Retirement Advisors
Utah
$7.42M +$148K +900 +2%
JF
89
JSF Financial
California
$7.1M +$138K +838 +2%
Goldman Sachs
90
Goldman Sachs
New York
$6.93M +$5.6M +34,106 +628%
JWM
91
Jackson Wealth Management
Florida
$6.87M -$252K -1,533 -4%
VFPW
92
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.82M +$62.4K +380 +1%
TFS
93
Thoroughbred Financial Services
Tennessee
$6.78M +$582K +3,543 +10%
JP Morgan Chase
94
JP Morgan Chase
New York
$6.53M +$4.01M +24,422 +190%
AF
95
Apexium Financial
Texas
$6.51M +$115K +702 +2%
PCIA
96
Prime Capital Investment Advisors
Kansas
$6.42M +$40K +244 +0.7%
JSW
97
Journey Strategic Wealth
New Jersey
$6.33M -$152K -926 -2%
FA
98
Flagstar Advisors
New York
$6.32M -$41.4K -252 -0.7%
WGCA
99
Wolf Group Capital Advisors
Virginia
$6.07M +$19K +116 +0.3%
BRWA
100
B. Riley Wealth Advisors
Florida
$6.07M +$3.91M +23,838 +221%