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iShares Russell Top 200 Growth ETF

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305329 (+24)

5.83% more ownership

Funds ownership: 83.53%89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
101
Foundations Investment Advisors
Arizona
$2.05M -$32.2K -248 -2%
LB
102
Leo Brokerage
Texas
$2M +$1.87M +14,420 New
IC
103
IEQ Capital
California
$1.94M -$14.4K -111 -0.8%
Stifel Financial
104
Stifel Financial
Missouri
$1.93M -$749K -5,772 -29%
HNB
105
Huntington National Bank
Ohio
$1.85M
Fidelity Investments
106
Fidelity Investments
Massachusetts
$1.78M +$70.1K +540 +4%
GT
107
Glenmede Trust
Pennsylvania
$1.74M -$244K -1,881 -13%
PFG
108
Peterson Financial Group
Iowa
$1.65M -$295K -2,276 -16%
BWFA
109
Baltimore-Washington Financial Advisors
Maryland
$1.61M +$344K +2,651 +30%
AI
110
Atria Investments
North Carolina
$1.6M +$1.49M +11,484 New
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$1.59M +$12.2K +94 +0.8%
SIC
112
Samalin Investment Counsel
New York
$1.58M +$68.8K +530 +5%
WLPWM
113
Walled Lake Planning & Wealth Management
Illinois
$1.52M -$64K -493 -4%
Deutsche Bank
114
Deutsche Bank
Germany
$1.5M -$81.5K -628 -5%
SF
115
Synovus Financial
Georgia
$1.47M -$214K -1,651 -14%
TAM
116
Titleist Asset Management
Texas
$1.39M +$1.3M +9,990 New
SEM
117
Strategic Equity Management
Arizona
$1.37M -$7.64M -58,837 -86%
HI
118
Harbour Investments
Wisconsin
$1.31M +$472K +3,636 +63%
Creative Planning
119
Creative Planning
Kansas
$1.28M -$189K -1,454 -14%
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.27M +$59.6K +459 +5%
MWM
121
Meridian Wealth Management
Kentucky
$1.25M +$389 +3 +0%
AA
122
Advisory Alpha
Michigan
$1.25M +$236K +1,820 +25%
MA
123
Mezzasalma Advisors
New Jersey
$1.21M +$3.5K +27 +0.3%
WP
124
WealthShield Partners
North Carolina
$1.21M +$671K +5,169 +146%
AF
125
Advisornet Financial
Minnesota
$1.16M +$6.75K +52 +0.6%