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iShares Russell Top 200 Growth ETF

141 hedge funds and large institutions have $1.05B invested in iShares Russell Top 200 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $896M → $1.05B (+$157M)

14% more funds holding

Funds holding: 124141 (+17)

0.25% more ownership

Funds ownership: 60.07%60.31% (+0.25%)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
32
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$213K +$201K +2,206 New
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$202K +$191K +2,092 New
FHA
103
Flagship Harbor Advisors
Massachusetts
$176K +$11K +120 +7%
Citigroup
104
Citigroup
New York
$165K +$18.3K +200 +13%
TCWM
105
Total Clarity Wealth Management
Illinois
$136K +$128K +1,403 New
CFG
106
Citizens Financial Group
Rhode Island
$89K
APA
107
American Portfolios Advisors
New York
$85.1K -$5.93K -65 -7%
SF
108
Synovus Financial
Georgia
$67K +$91 +1 +0.1%
BFC
109
Bedel Financial Consulting
Indiana
$64K +$365 +4 +0.6%
PFBT
110
Parkside Financial Bank & Trust
Missouri
$63K
GI
111
Gradient Investments
Minnesota
$62K -$3.56K -39 -6%
CFFP
112
Center for Financial Planning
Michigan
$61K +$57.5K +630 New
JP Morgan Chase
113
JP Morgan Chase
New York
$59K -$25K -274 -31%
ADL
114
Asset Dedication LLC
California
$53K
LFG
115
LifePlan Financial Group
Ohio
$46K +$43.6K +478 New
RAM
116
Riggs Asset Management
Pennsylvania
$37K +$34.6K +379 New
RFWA
117
RPg Family Wealth Advisory
Massachusetts
$36.8K
ASN
118
Advisory Services Network
Georgia
$31K +$14.2K +155 +96%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$28K
AWA
120
Arkadios Wealth Advisors
Georgia
$27.3K +$23.7K +260 New
WP
121
WealthShield Partners
North Carolina
$26K
SFS
122
Sowell Financial Services
Arkansas
$23K -$2.46K -27 -10%
FANJ
123
Financial Architects (New Jersey)
New Jersey
$21K
NFG
124
Next Financial Group
Texas
$20K
CCM
125
Cribstone Capital Management
Maine
$19K