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iShares Russell Top 200 Growth ETF

555 hedge funds and large institutions have $8.29B invested in iShares Russell Top 200 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 209 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 209

4.31% less ownership

Funds ownership: 83.2%78.89% (-4.3%)

5% less funds holding

Funds holding: 587555 (-32)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less capital invested

Capital invested by funds: $10.7B → $8.29B (-$2.39B)

28% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.37M

30% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 76

Holders
555
Holders Change
-32
Holders Change %
-5.45%
% of All Funds
7.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.72%
New
53
Increased
195
Reduced
209
Closed
76
Calls
$991K
Puts
$1.37M
Net Calls
-$380K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
VestGen Advisors
Illinois
$12.4M +$13.5M +58,786 New
SW
77
Simplicity Wealth
New Jersey
$12.1M +$12.7M +55,178 +2,559%
EH
78
Equitable Holdings
New York
$12M -$22.4M -97,206 -63%
CFG
79
Cosner Financial Group
Colorado
$11.8M +$126K +549 +1%
AA
80
Auxano Advisors
Washington
$11.7M +$745K +3,240 +6%
TFS
81
Thoroughbred Financial Services
Tennessee
$11.4M +$592K +2,572 +5%
CAC
82
Certified Advisory Corp
Florida
$11.4M +$481K +2,092 +4%
BWFA
83
Baltimore-Washington Financial Advisors
Maryland
$11.2M +$386K +1,677 +3%
FM
84
Family Management
New York
$11.2M +$5.79M +25,156 +90%
WF
85
Williams Financial
Vermont
$11M -$14.1M -61,228 -54%
KA
86
Kovack Advisors
Florida
$10.8M +$21.2K +92 +0.2%
CWM
87
Congress Wealth Management
Massachusetts
$10.5M +$11.4M +49,601 New
PCIA
88
Prime Capital Investment Advisors
Kansas
$10.4M +$2.5M +10,884 +28%
PCG
89
Prosperity Consulting Group
Maryland
$10.3M +$1.97M +8,562 +21%
AF
90
Apexium Financial
Texas
$10.2M -$127K -552 -1%
BA
91
Bluesphere Advisors
Pennsylvania
$10.1M -$161K -702 -1%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$9.99M +$1.22M +5,285 +13%
BFWA
93
Benchmark Financial Wealth Advisors
Florida
$9.71M -$3.29M -14,311 -24%
AAS
94
Asset Allocation Strategies
Michigan
$9.38M -$127K -554 -1%
PAG
95
Private Advisor Group
New Jersey
$9.36M -$906K -3,940 -8%
SWP
96
Stratos Wealth Partners
Ohio
$9.17M +$709K +3,081 +8%
CA
97
Crumly & Associates
Illinois
$8.77M -$39.8K -173 -0.4%
BOSSRA
98
B.O.S.S. Retirement Advisors
Utah
$8.68M -$848K -3,686 -8%
EFG
99
Ethos Financial Group
Pennsylvania
$7.98M
FTS
100
Fifth Third Securities
Ohio
$7.92M +$877K +3,813 +11%