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iShares Russell Top 200 Growth ETF

145 hedge funds and large institutions have $1.03B invested in iShares Russell Top 200 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

3% more funds holding

Funds holding: 141145 (+4)

1.56% more ownership

Funds ownership: 60.31%61.87% (+1.6%)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$19.5M)

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.2%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
28
Increased
49
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
ArchPoint Investors
Florida
$206K
TCWM
102
Total Clarity Wealth Management
Illinois
$204K +$96.9K +1,018 +73%
FWM
103
FFT Wealth Management
Pennsylvania
$202K +$229K +2,401 New
ASN
104
Advisory Services Network
Georgia
$158K +$148K +1,559 +492%
Citigroup
105
Citigroup
New York
$143K
SFS
106
Sowell Financial Services
Arkansas
$135K +$130K +1,370 +588%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$94K +$79.6K +836 +292%
CFG
108
Citizens Financial Group
Rhode Island
$78K
APA
109
American Portfolios Advisors
New York
$74.5K +$381 +4 +0.5%
TRCT
110
Tower Research Capital (TRC)
New York
$70K -$141K -1,479 -64%
PFBT
111
Parkside Financial Bank & Trust
Missouri
$68K +$14.9K +157 +24%
JP Morgan Chase
112
JP Morgan Chase
New York
$67K +$18.2K +191 +31%
NEIRG
113
New England Investment & Retirement Group
Massachusetts
$65K +$74K +777 New
TAIM
114
TD Ameritrade Investment Management
Nebraska
$62K +$67.3K +707 +2,946%
GI
115
Gradient Investments
Minnesota
$57K +$4K +42 +7%
BFC
116
Bedel Financial Consulting
Indiana
$56K
CFFP
117
Center for Financial Planning
Michigan
$53K
ADL
118
Asset Dedication LLC
California
$46K
LFG
119
LifePlan Financial Group
Ohio
$44K +$4.66K +49 +10%
WPA
120
West Paces Advisors
Georgia
$42.1K +$47.6K +500 New
CAN
121
Claraphi Advisory Network
United States
$36K +$40.4K +424 New
SF
122
Synovus Financial
Georgia
$34K -$27.8K -292 -42%
HF
123
Halpern Financial
Virginia
$27.8K +$31.4K +330 New
CS
124
Capital Square
Tennessee
$25K +$28.6K +301 New
WP
125
WealthShield Partners
North Carolina
$23K