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iShares Russell Top 200 Growth ETF

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305329 (+24)

5.83% more ownership

Funds ownership: 83.53%89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
126
CreativeOne Wealth
Kansas
$1.16M +$308K +2,375 +40%
WWM
127
Western Wealth Management
Colorado
$1.15M -$35.1K -270 -3%
CAM
128
Cozad Asset Management
Illinois
$1.12M +$30.1K +232 +3%
VVP
129
Venture Visionary Partners
Ohio
$1.12M +$389 +3 +0%
VWA
130
Visionary Wealth Advisors
Illinois
$1.11M +$909 +7 +0.1%
CAG
131
Csenge Advisory Group
Florida
$1.1M +$389K +2,994 +61%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$1.06M +$2.08K +16 +0.2%
PA
133
PFG Advisors
Arizona
$1.06M -$19K -146 -2%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$1.06M
HF
135
HRT Financial
New York
$1.05M +$343K +2,645 +53%
WF
136
Whelan Financial
California
$1.05M -$499K -3,842 -34%
SOS
137
Silver Oak Securities
Tennessee
$1.03M +$481K +3,705 +100%
SFC
138
Strategic Financial Concepts
Texas
$993K +$928K +7,150 New
SBH
139
Segall Bryant & Hamill
Illinois
$984K -$8.44K -65 -0.9%
SAG
140
SageView Advisory Group
California
$981K +$1.43K +11 +0.2%
VF
141
VitalStone Financial
Texas
$973K +$710K +5,471 +3,826%
JP Morgan Chase
142
JP Morgan Chase
New York
$960K +$105K +808 +13%
FCI
143
Financial Counselors Inc
Kansas
$960K +$454K +3,497 +103%
ASN
144
Advisory Services Network
Georgia
$948K -$29.2K -225 -3%
US Bancorp
145
US Bancorp
Minnesota
$936K +$536K +4,131 +158%
AFP
146
Alpha Financial Partners
Kentucky
$928K
AT
147
American Trust
Kentucky
$898K +$4.67K +36 +0.4%
LA
148
Latitude Advisors
Florida
$892K +$105K +807 +14%
William Blair & Company
149
William Blair & Company
Illinois
$876K
STA
150
Summit Trail Advisors
New York
$873K +$135K +1,038 +20%