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iShares Russell Top 200 Growth ETF
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Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.77%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
Raymond James Financial
4
Raymond James Financial
Florida
$106M
5
LPL Financial
5
LPL Financial
California
$521M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$9.9M 42,072 +306 +0.7%
SF
102
Seros Financial
Arizona
$9.88M 46,047 +46,047 New
LI
103
LifeWealth Investments
Florida
$9.84M 41,837 +41,837 New
CA
104
Crumly & Associates
Illinois
$9.82M 41,753 -121 -0.3%
SWP
105
Stratos Wealth Partners
Ohio
$9.5M 40,375 +86 +0.2%
PCG
106
Prosperity Consulting Group
Maryland
$9.48M 40,274 +7,753 +24%
SWM
107
SigFig Wealth Management
California
$9.24M 38,948 +38,948 New
PCIA
108
Prime Capital Investment Advisors
Kansas
$9.04M 38,445 +3,727 +11%
JWM
109
Jackson Wealth Management
Florida
$8.55M 36,331 -1,211 -3%
BRWA
110
B. Riley Wealth Advisors
Florida
$8.25M 35,060 +25,238 +257%
ECA
111
Elevation Capital Advisory
Oregon
$8.22M 34,953 -15,299 -30%
JSW
112
Journey Strategic Wealth
New Jersey
$8.15M 34,635 -253 -0.7%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$8.1M 34,417 -898 -3%
MFP
114
Meridian Financial Partners
Virginia
$8.06M 34,259 +7,652 +29%
EFG
115
Ethos Financial Group
Pennsylvania
$7.98M 33,838 +32,337 +2,154%
FTS
116
Fifth Third Securities
Ohio
$7.94M 33,732 +6,868 +26%
6F
117
626 Financial
Michigan
$7.91M 33,628 +3,777 +13%
CAAS
118
Capital Asset Advisory Services
Michigan
$7.89M 33,160 -788 -2%
AWM
119
Ameliora Wealth Management
Switzerland
$7.7M 32,721 -996 -3%
PWCM
120
Processus Wealth & Capital Management
Tennessee
$7.5M 31,872 -239 -0.7%
PG
121
Prostatis Group
Maryland
$7.48M 31,799 +20,313 +177%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$7.4M 31,449 +25,820 +459%
CAM
123
Concorde Asset Management
Michigan
$7.29M 30,990 +1,028 +3%
FA
124
Flagstar Advisors
New York
$7.24M 30,780 +135 +0.4%
BMCM
125
Burns Matteson Capital Management
New York
$7.01M 29,813 +1,766 +6%
3 4
5
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