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iShares Russell Top 200 Growth ETF

366 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,763% more call options, than puts

Call options by funds: $618K | Put options by funds: $16K

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 108

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more capital invested

Capital invested by funds: $5.18B → $6.46B (+$1.28B)

11% more funds holding

Funds holding: 329366 (+37)

1.45% more ownership

Funds ownership: 89.36%90.81% (+1.4%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.53%
New
52
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$1.95M +$949K +6,507 +112%
PFG
127
Peterson Financial Group
Iowa
$1.95M +$57.9K +397 +3%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$1.88M +$62.7K +430 +4%
MA
129
Mezzasalma Advisors
New Jersey
$1.88M +$455K +3,118 +36%
AI
130
Atria Investments
North Carolina
$1.87M +$49.4K +339 +3%
AWMNH
131
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.86M -$11.6M -79,859 -87%
SIC
132
Samalin Investment Counsel
New York
$1.83M +$20.3K +139 +1%
HI
133
Harbour Investments
Wisconsin
$1.81M +$295K +2,021 +21%
GT
134
Glenmede Trust
Pennsylvania
$1.74M
WLPWM
135
Walled Lake Planning & Wealth Management
Illinois
$1.74M +$2.63K +18 +0.2%
SF
136
Synovus Financial
Georgia
$1.68M
TAM
137
Titleist Asset Management
Texas
$1.67M +$74.8K +513 +5%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$1.62M +$982K +6,733 +193%
CPG
139
Cornerstone Planning Group
New Jersey
$1.62M +$1.49M +10,189 New
SEM
140
Strategic Equity Management
Arizona
$1.53M -$34.7K -238 -2%
Deutsche Bank
141
Deutsche Bank
Germany
$1.51M -$192K -1,319 -12%
VWA
142
Visionary Wealth Advisors
Illinois
$1.46M +$177K +1,214 +15%
CAM
143
Cozad Asset Management
Illinois
$1.46M +$167K +1,143 +14%
Creative Planning
144
Creative Planning
Kansas
$1.44M -$21.7K -149 -2%
MWM
145
Meridian Wealth Management
Kentucky
$1.43M +$6.86K +47 +0.5%
WP
146
WealthShield Partners
North Carolina
$1.4M +$18.2K +125 +1%
WWM
147
Western Wealth Management
Colorado
$1.39M +$70.4K +483 +6%
WEG
148
World Equity Group
Illinois
$1.35M +$769K +5,272 +162%
NEPWA
149
New England Private Wealth Advisors
Massachusetts
$1.32M +$93.6K +642 +8%
AF
150
Advisornet Financial
Minnesota
$1.25M -$73.9K -507 -6%