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iShares Russell Top 200 Growth ETF

366 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,763% more call options, than puts

Call options by funds: $618K | Put options by funds: $16K

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 108

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more capital invested

Capital invested by funds: $5.18B → $6.46B (+$1.28B)

11% more funds holding

Funds holding: 329366 (+37)

1.45% more ownership

Funds ownership: 89.36%90.81% (+1.4%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.53%
New
52
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
101
BMS Financial Advisors
South Dakota
$3.86M -$3.2M -21,931 -47%
WPW
102
Waldron Private Wealth
Pennsylvania
$3.86M
FPGK
103
Financial Partners Group (Kansas)
Kansas
$3.82M -$168K -1,151 -5%
GWMIA
104
Global Wealth Management Investment Advisory
Florida
$3.72M -$156K -1,073 -4%
MFP
105
Meridian Financial Partners
Virginia
$3.7M +$3.35M +22,966 New
BMCM
106
Burns Matteson Capital Management
New York
$3.7M +$215K +1,472 +7%
US Bancorp
107
US Bancorp
Minnesota
$3.4M +$2.15M +14,730 +219%
PP
108
Pegasus Partners
Wisconsin
$3.4M +$3.12M +21,423 New
SCA
109
Stokes Capital Advisors
South Carolina
$3.29M -$1.45M -9,974 -32%
KWM
110
Kingsview Wealth Management
Oregon
$3.21M -$61.5K -422 -2%
AA
111
Advisory Alpha
Michigan
$3.14M +$1.58M +10,832 +121%
OLVIG
112
Oliver Lagore Vanvalin Investment Group
Michigan
$3.12M +$2.87M +19,702 New
NC
113
NinePointTwo Capital
California
$2.97M
CPRC
114
Consolidated Portfolio Review Corp
New York
$2.88M -$63.6K -436 -2%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$2.81M +$22.5K +154 +0.9%
AWM
116
Ameliora Wealth Management
Switzerland
$2.72M +$1.7M +11,651 +212%
ASN
117
Advisory Services Network
Georgia
$2.49M +$1.3M +8,882 +130%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2.48M +$1.59M +10,911 +230%
LB
119
Leo Brokerage
Texas
$2.33M +$37K +254 +2%
IC
120
IEQ Capital
California
$2.21M -$2.33K -16 -0.1%
Stifel Financial
121
Stifel Financial
Missouri
$2.15M -$46.4K -318 -2%
WIA
122
World Investment Advisors
California
$2.13M +$1.96M +13,408 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$2.07M +$31.1K +213 +2%
DIA
124
Dana Investment Advisors
Wisconsin
$2.01M +$1.48M +10,158 +406%
HNB
125
Huntington National Bank
Ohio
$1.97M