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iShares Russell Top 200 Growth ETF

618 hedge funds and large institutions have $11.8B invested in iShares Russell Top 200 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 192 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

122% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $739K

17% more capital invested

Capital invested by funds: $10.1B → $11.8B (+$1.71B)

17% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 192

8% more funds holding

Funds holding: 572618 (+46)

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

0.72% more ownership

Funds ownership: 79.69%80.41% (+0.72%)

Holders
618
Holders Change
+46
Holders Change %
+8.04%
% of All Funds
8.11%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.83%
New
85
Increased
224
Reduced
192
Closed
30
Calls
$1.64M
Puts
$739K
Net Calls
+$901K
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
126
Oak Harvest Investment Services
Texas
$7.64M +$465K +1,797 +7%
Stifel Financial
127
Stifel Financial
Missouri
$7.41M -$69.8K -270 -1%
ME
128
McIlrath & Eck
Washington
$7.35M +$81.5K +315 +1%
CAM
129
Cozad Asset Management
Illinois
$7.29M +$38K +147 +0.6%
GWM
130
Geneos Wealth Management
Colorado
$7.08M +$1.05M +4,054 +19%
PFA
131
Providence Financial Advisors
Kansas
$7M +$6.62M +25,587 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$6.93M -$41.4K -160 -0.6%
CAM
133
Concorde Asset Management
Michigan
$6.51M +$6.12M +23,646 New
PWM
134
Perigon Wealth Management
California
$6.43M +$423K +1,635 +7%
FPGK
135
Financial Partners Group (Kansas)
Kansas
$6.41M -$9.31K -36 -0.2%
FG
136
Fiduciary Group
Georgia
$6.32M +$641K +2,478 +12%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$6.31M +$436K +1,684 +8%
SA
138
Sanctuary Advisors
Indiana
$6.26M +$254K +983 +4%
BIP
139
Bouvel Investment Partners
Pennsylvania
$6.24M -$169K -654 -3%
SFS
140
Symphony Financial Services
Ohio
$6.2M +$567K +2,190 +11%
Betterment LLC
141
Betterment LLC
New York
$6.18M -$277K -1,070 -5%
MIA
142
Milestone Investment Advisors
Wisconsin
$6.18M -$107K -415 -2%
CPRC
143
Consolidated Portfolio Review Corp
New York
$6.09M +$1.12M +4,327 +24%
HI
144
Harbour Investments
Wisconsin
$6.04M +$182K +704 +3%
ELI
145
Empire Life Investments
Ontario, Canada
$5.94M +$109K +420 +2%
BFG
146
Berger Financial Group
Minnesota
$5.94M -$53.3K -206 -0.9%
WPW
147
Waldron Private Wealth
Pennsylvania
$5.88M -$49.9K -193 -0.9%
AWM
148
Axxcess Wealth Management
California
$5.86M +$22.2K +86 +0.4%
CAAS
149
Capital Asset Advisory Services
Michigan
$5.85M +$29.5K +114 +0.5%
WWM
150
WJ Wealth Management
Arizona
$5.78M -$2.46M -9,500 -32%