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iShares Russell Top 200 Growth ETF

647 hedge funds and large institutions have $11.9B invested in iShares Russell Top 200 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 226 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 37

13% more funds holding in top 10

Funds holding in top 10: 6371 (+8)

5% more funds holding

Funds holding: 618647 (+29)

1% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 223

0% more capital invested

Capital invested by funds: $11.8B → $11.9B (+$55.9M)

1.03% less ownership

Funds ownership: 80.41%79.38% (-1%)

28% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.47M

Holders
647
Holders Change
+29
Holders Change %
+4.69%
% of All Funds
7.87%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
0.86%
New
77
Increased
226
Reduced
223
Closed
37
Calls
$1.05M
Puts
$1.47M
Net Calls
-$416K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$8.21M +$140K +505 +2%
RWM
127
Redstone Wealth Management
Oklahoma
$8.18M +$8.19M +29,546 New
MW
128
Mueller Wealth
Wisconsin
$8.16M +$8.17M +29,478 New
HIA
129
Harbor Investment Advisory
Maryland
$8.1M -$449K -1,620 -5%
SFS
130
Sunrise Financial Services
Washington
$7.94M +$7.95M +28,685 New
CAAS
131
Capital Asset Advisory Services
Michigan
$7.85M +$1.92M +6,929 +32%
SIM
132
Stratos Investment Management
Ohio
$7.82M +$5.46M +19,694 +231%
SA
133
Sanctuary Advisors
Indiana
$7.57M +$1.24M +4,459 +20%
KCM
134
Key Capital Management
Tennessee
$7.5M +$7.5M +27,079 New
FF
135
Foronjy Financial
California
$7.44M -$614K -2,216 -8%
Stifel Financial
136
Stifel Financial
Missouri
$7.43M -$61.8K -223 -0.8%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$7.4M +$3.71M +13,378 +100%
EFG
138
Everest Financial Group
Minnesota
$7.33M +$7.33M +26,453 New
PFA
139
Providence Financial Advisors
Kansas
$6.83M -$255K -919 -4%
FG
140
Fiduciary Group
Georgia
$6.77M +$372K +1,343 +6%
CAM
141
Concorde Asset Management
Michigan
$6.76M +$213K +768 +3%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$6.73M +$341K +1,232 +5%
ELI
143
Empire Life Investments
Ontario, Canada
$6.62M +$610K +2,200 +10%
PWM
144
Perigon Wealth Management
California
$6.4M -$110K -397 -2%
FPGK
145
Financial Partners Group (Kansas)
Kansas
$6.36M -$15.8K -57 -0.2%
SFS
146
Symphony Financial Services
Ohio
$6.34M +$67.3K +243 +1%
ME
147
McIlrath & Eck
Washington
$6.32M -$1.12M -4,043 -15%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$6.3M +$1.14M +4,118 +22%
BIP
149
Bouvel Investment Partners
Pennsylvania
$6.24M -$69.8K -252 -1%
RA
150
RFG Advisory
Alabama
$6.17M +$6.17M +22,283 New