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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$6.05M +$2.07M +12,642 +58%
BFWA
102
Benchmark Financial Wealth Advisors
Florida
$5.86M +$1.68M +10,227 +44%
HIA
103
Harbor Investment Advisory
Maryland
$5.8M
PWCM
104
Processus Wealth & Capital Management
Tennessee
$5.79M +$5.42M +33,029 New
PAG
105
Private Advisor Group
New Jersey
$5.76M +$466K +2,842 +9%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$5.74M -$1.2M -7,335 -18%
BMCM
107
Burns Matteson Capital Management
New York
$5.59M -$149K -906 -3%
CAC
108
Certified Advisory Corp
Florida
$5.31M +$298K +1,818 +6%
CA
109
Cetera Advisors
Colorado
$5.21M +$1.64M +9,962 +50%
ZIMP
110
Zimmermann Investment Management & Planning
Pennsylvania
$5.2M -$108K -657 -2%
AWM
111
Avior Wealth Management
Nebraska
$4.7M -$1.05M -6,379 -19%
SWM
112
SigFig Wealth Management
California
$4.56M +$4.27M +26,029 New
AWM
113
Ameliora Wealth Management
Switzerland
$4.42M +$203K +1,238 +5%
WPW
114
Waldron Private Wealth
Pennsylvania
$4.27M
FPGK
115
Financial Partners Group (Kansas)
Kansas
$4.19M -$30.9K -188 -0.8%
EE
116
EWG Elevate
California
$3.85M -$5.01M -30,497 -58%
RFG
117
REAP Financial Group
Texas
$3.73M +$3.49M +21,262 New
FI
118
FWG Investments
Kentucky
$3.63M +$3.4M +20,715 New
KWM
119
Kingsview Wealth Management
Oregon
$3.6M -$38.9K -237 -1%
CWA
120
Centennial Wealth Advisory
Michigan
$3.51M +$3.29M +20,028 New
HI
121
Harbour Investments
Wisconsin
$3.48M +$874K +5,323 +37%
GWMIA
122
Global Wealth Management Investment Advisory
Florida
$3.4M -$479K -2,916 -13%
6F
123
626 Financial
Michigan
$3.36M +$3.15M +19,197 New
DWM
124
Darwin Wealth Management
Florida
$3.33M -$815K -4,967 -21%
AA
125
Advisory Alpha
Michigan
$3.31M +$59.3K +361 +2%