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iShares Russell Top 200 Growth ETF

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

3% more funds holding

Funds holding: 204210 (+6)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $2.54B → $2.55B (+$13.5M)

1.7% less ownership

Funds ownership: 73.97%72.26% (-1.7%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
126
Dana Investment Advisors
Wisconsin
$445K +$444K +3,311 New
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$443K -$148K -1,102 -25%
SCM
128
Southport Capital Management
Tennessee
$442K -$67.8K -506 -13%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$434K +$134 +1 +0%
SIAG
130
Safeguard Investment Advisory Group
California
$421K -$29.6K -221 -7%
KP
131
Keel Point
Alabama
$419K +$418K +3,117 New
CAN
132
Cetera Advisor Networks
California
$399K +$129K +966 +48%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$382K +$104K +777 +38%
NPF
134
Norris Perne & French
Michigan
$377K
CWA
135
Clarus Wealth Advisors
Arizona
$374K -$126K -943 -26%
VFA
136
Voya Financial Advisors
Connecticut
$374K -$79.9K -596 -17%
MHS
137
M Holdings Securities
Oregon
$370K +$369K +2,753 New
MCP
138
Mirador Capital Partners
California
$366K -$27.7K -207 -7%
NEWAS
139
N.E.W. Advisory Services
Wisconsin
$363K
AWA
140
Arkadios Wealth Advisors
Georgia
$360K +$122K +912 +52%
RWA
141
Redhawk Wealth Advisors
Minnesota
$355K
BA
142
Ballast Advisors
Minnesota
$353K
Bank of New York Mellon
143
Bank of New York Mellon
New York
$352K +$32.7K +244 +10%
FFA
144
Founders Financial Alliance
North Carolina
$351K -$804 -6 -0.2%
TCWM
145
Total Clarity Wealth Management
Illinois
$350K +$13.7K +102 +4%
HI
146
Harbour Investments
Wisconsin
$345K +$343K +2,560 New
AI
147
ArchPoint Investors
Florida
$330K
Deutsche Bank
148
Deutsche Bank
Germany
$329K +$327K +2,442 New
GC
149
Gratus Capital
Georgia
$321K
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$313K -$8.85K -66 -3%