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iShares Russell Top 200 Growth ETF

145 hedge funds and large institutions have $1.03B invested in iShares Russell Top 200 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

3% more funds holding

Funds holding: 141145 (+4)

1.56% more ownership

Funds ownership: 60.31%61.87% (+1.6%)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$19.5M)

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.2%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
28
Increased
49
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Arkadios Wealth Advisors
Georgia
$21.9K
FANJ
127
Financial Architects (New Jersey)
New Jersey
$18K
NFG
128
Next Financial Group
Texas
$18K
CCM
129
Cribstone Capital Management
Maine
$17K
EW
130
Evoke Wealth
California
$15.7K +$17.8K +187 New
WCG
131
Weaver Consulting Group
California
$13K
William Blair & Company
132
William Blair & Company
Illinois
$12K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$11K
PO
134
Private Ocean
California
$11K
GWM
135
Geneos Wealth Management
Colorado
$10K
AF
136
Advisornet Financial
Minnesota
$8K
CCMW
137
Cypress Capital Management (Wyoming)
Wyoming
$8K
AIC
138
Ameritas Investment Company
Nebraska
$7K -$9.52K -100 -55%
US Bancorp
139
US Bancorp
Minnesota
$6K
SWA
140
Sutton Wealth Advisors
Florida
$4.8K
VCS
141
Vaughan & Co Securities
New Jersey
$4.21K
IRC
142
Investors Research Corp
Georgia
$4K +$2.85K +30 +250%
PA
143
Parallel Advisors
California
$3K
OPS
144
Orion Portfolio Solutions
Nebraska
$3K +$3.05K +32 New
HFS
145
Hantz Financial Services
Michigan
$3K +$3.62K +38 New
BlackRock
146
BlackRock
New York
$1K
IAA
147
Independent Advisor Alliance
North Carolina
-$4.8M -49,701 Closed
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
-$1.16M -24,371 Closed
Jane Street
149
Jane Street
New York
-$1.63M -16,851 Closed
CFD
150
Creative Financial Designs
Indiana
-$1.57M -16,024 Closed