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iShares Russell Top 200 Growth ETF

141 hedge funds and large institutions have $1.05B invested in iShares Russell Top 200 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $896M → $1.05B (+$157M)

14% more funds holding

Funds holding: 124141 (+17)

0.25% more ownership

Funds ownership: 60.07%60.31% (+0.25%)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
32
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
126
Ameritas Investment Company
Nebraska
$17K +$9.13K +100 +123%
PO
127
Private Ocean
California
$14K
William Blair & Company
128
William Blair & Company
Illinois
$14K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$13K
WCG
130
Weaver Consulting Group
California
$13K
GWM
131
Geneos Wealth Management
Colorado
$11K
AF
132
Advisornet Financial
Minnesota
$10K
BCI
133
Brinker Capital Investments
Pennsylvania
$10K +$9.13K +100 New
CCMW
134
Cypress Capital Management (Wyoming)
Wyoming
$9K
US Bancorp
135
US Bancorp
Minnesota
$7K
SWA
136
Sutton Wealth Advisors
Florida
$5.5K
VCS
137
Vaughan & Co Securities
New Jersey
$4.83K +$4.57K +50 New
PA
138
Parallel Advisors
California
$4K
TAIM
139
TD Ameritrade Investment Management
Nebraska
$2K
BlackRock
140
BlackRock
New York
$1K
IRC
141
Investors Research Corp
Georgia
$1K +$548 +6 +100%
SHWM
142
Silicon Hills Wealth Management
Texas
$10 +$91 +1 New
PFG
143
Pacific Financial Group
Washington
-$30.2M -351,500 Closed
M&T Bank
144
M&T Bank
New York
-$19.7M -226,572 Closed
PCP
145
Proficio Capital Partners
Massachusetts
-$8.68M -99,660 Closed
CW
146
CreativeOne Wealth
Kansas
-$306K -3,516 Closed
GM
147
GeoWealth Management
Illinois
-$306K -3,516 Closed
KJHP
148
K.J. Harrison & Partners
Ontario, Canada
-$262K -3,011 Closed
UBS AM
149
UBS AM
Illinois
-$230K -2,647 Closed
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
-$35K -400 Closed