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iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
126
New England Private Wealth Advisors
Massachusetts
$921K +$5.1K +41 +0.5%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$921K -$35.9K -289 -4%
BWM
128
BCGM Wealth Management
Indiana
$908K +$1.86K +15 +0.2%
ML
129
McAdam LLC
Pennsylvania
$901K -$4.87M -39,161 -88%
AF
130
Allworth Financial
California
$901K -$200K -1,608 -18%
AT
131
American Trust
Kentucky
$886K +$1.05M +8,414 New
AA
132
Advisory Alpha
Michigan
$863K +$890K +7,160 New
SBH
133
Segall Bryant & Hamill
Illinois
$861K -$106K -855 -11%
SAG
134
SageView Advisory Group
California
$850K +$876K +7,049 New
ASN
135
Advisory Services Network
Georgia
$850K -$45.9K -369 -5%
MWM
136
Maripau Wealth Management
Indiana
$818K -$39.5K -318 -5%
T
137
TNF
Montana
$806K -$51K -410 -6%
AFP
138
Alpha Financial Partners
Kentucky
$805K +$830K +6,676 New
SPC
139
Sigma Planning Corp
Michigan
$764K -$369K -2,967 -32%
William Blair & Company
140
William Blair & Company
Illinois
$760K -$230K -1,848 -23%
JP Morgan Chase
141
JP Morgan Chase
New York
$735K +$126K +1,014 +20%
CWM
142
Cahaba Wealth Management
Georgia
$733K +$20.3K +163 +3%
MCM
143
MAI Capital Management
Ohio
$730K +$439K +3,529 +139%
ELI
144
Empire Life Investments
Ontario, Canada
$723K +$37.3K +300 +5%
CW
145
CreativeOne Wealth
Kansas
$722K +$86.6K +697 +13%
FAIM
146
Financial Advocates Investment Management
Washington
$713K +$204K +1,642 +38%
JMPWA
147
JP Morgan Private Wealth Advisors
California
$705K -$944K -7,596 -57%
HI
148
Harbour Investments
Wisconsin
$697K -$64.4K -518 -8%
LA
149
Latitude Advisors
Florida
$676K +$1.62K +13 +0.2%
SWA
150
Stratos Wealth Advisors
Ohio
$659K -$18K -145 -3%