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iShares Russell Top 200 Growth ETF

646 hedge funds and large institutions have $11.9B invested in iShares Russell Top 200 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 226 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 37

13% more funds holding in top 10

Funds holding in top 10: 6371 (+8)

5% more funds holding

Funds holding: 617646 (+29)

1% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 223

0% more capital invested

Capital invested by funds: $11.8B → $11.9B (+$55.9M)

1.03% less ownership

Funds ownership: 80.41%79.38% (-1%)

28% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.47M

Holders
646
Holders Change
+29
Holders Change %
+4.7%
% of All Funds
7.86%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
0.86%
New
77
Increased
226
Reduced
223
Closed
37
Calls
$1.05M
Puts
$1.47M
Net Calls
-$416K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Crumly & Associates
Illinois
$11.4M -$19.7K -71 -0.2%
FTS
102
Fifth Third Securities
Ohio
$11.2M -$290K -1,047 -3%
PAG
103
Private Advisor Group
New Jersey
$11.2M -$513K -1,851 -4%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$10.9M -$168K -606 -2%
BDFN
105
Bond & Devick Financial Network
Minnesota
$10.9M -$9.7K -35 -0.1%
6F
106
626 Financial
Michigan
$10.7M +$242K +872 +2%
CFS
107
CGC Financial Services
Oregon
$10.6M +$332K +1,197 +3%
MFP
108
Meridian Financial Partners
Virginia
$10.4M +$171K +619 +2%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$10.4M +$921K +3,326 +10%
AWM
110
Ameliora Wealth Management
Switzerland
$10.3M +$913K +3,297 +10%
IWP
111
IAG Wealth Partners
Wisconsin
$10.3M -$25.2K -91 -0.2%
YP
112
YANKCOM Partnership
South Dakota
$9.09M +$223K +804 +3%
BMCM
113
Burns Matteson Capital Management
New York
$8.89M -$74K -267 -0.8%
PWCM
114
Processus Wealth & Capital Management
Tennessee
$8.8M +$265K +958 +3%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$8.79M +$6.01M +21,710 +216%
MC
116
Matters Capital
Florida
$8.77M +$8.78M +31,682 New
AWM
117
Axxcess Wealth Management
California
$8.72M +$2.79M +10,068 +47%
IA
118
IFP Advisors
Florida
$8.7M +$686K +2,476 +9%
JSW
119
Journey Strategic Wealth
New Jersey
$8.66M -$213K -769 -2%
TPA
120
Trivium Point Advisory
Connecticut
$8.64M -$101K -363 -1%
ECA
121
Elevation Capital Advisory
Oregon
$8.6M -$5.8M -20,948 -40%
WG
122
Wellington Group
Indiana
$8.43M +$8.44M +30,452 New
CAM
123
Cozad Asset Management
Illinois
$8.41M +$1.03M +3,732 +14%
OHIS
124
Oak Harvest Investment Services
Texas
$8.38M +$649K +2,341 +8%
VW
125
Veridan Wealth
Oregon
$8.27M -$14.1K -51 -0.2%