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iShares Russell Top 200 Growth ETF

204 hedge funds and large institutions have $2.54B invested in iShares Russell Top 200 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $2.06B → $2.54B (+$481M)

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

8% more funds holding

Funds holding: 189204 (+15)

6.76% more ownership

Funds ownership: 67.21%73.97% (+6.8%)

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
3.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
43
Increased
63
Reduced
53
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
126
McKinley Carter Wealth Services
West Virginia
$454K +$431K +3,416 New
VFA
127
Voya Financial Advisors
Connecticut
$452K -$277K -2,197 -39%
SIAG
128
Safeguard Investment Advisory Group
California
$446K +$423K +3,356 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$429K +$68.9K +546 +20%
LB
130
Leo Brokerage
Texas
$394K +$373K +2,958 New
FAIM
131
Financial Advocates Investment Management
Washington
$392K -$136K -1,075 -26%
MCP
132
Mirador Capital Partners
California
$389K +$16.5K +131 +5%
Northern Trust
133
Northern Trust
Illinois
$385K
HPCM
134
Hunter Perkins Capital Management
Illinois
$378K +$359K +2,844 New
NPF
135
Norris Perne & French
Michigan
$373K
NEWAS
136
N.E.W. Advisory Services
Wisconsin
$353K
RWA
137
Redhawk Wealth Advisors
Minnesota
$351K +$8.83K +70 +3%
BA
138
Ballast Advisors
Minnesota
$349K
FFA
139
Founders Financial Alliance
North Carolina
$337K
PMG
140
ProVise Management Group
Florida
$337K +$320K +2,534 New
TCWM
141
Total Clarity Wealth Management
Illinois
$332K +$12.2K +97 +4%
AI
142
ArchPoint Investors
Florida
$326K
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$318K
GC
144
Gratus Capital
Georgia
$317K
Bank of New York Mellon
145
Bank of New York Mellon
New York
$315K +$31.4K +249 +12%
BFPW
146
BOK Financial Private Wealth
Colorado
$310K
MAFM
147
Mid Atlantic Financial Management
Pennsylvania
$280K
NB
148
NBT Bank
New York
$278K
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$274K +$260K +2,062 New
CAN
150
Cetera Advisor Networks
California
$266K -$79.2K -628 -24%