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iShares Russell Top 200 Growth ETF

204 hedge funds and large institutions have $2.54B invested in iShares Russell Top 200 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $2.06B → $2.54B (+$481M)

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

8% more funds holding

Funds holding: 189204 (+15)

6.76% more ownership

Funds ownership: 67.21%73.97% (+6.8%)

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
3.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
43
Increased
63
Reduced
53
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSR
151
Main Street Research
Connecticut
$266K
GWSG
152
GPS Wealth Strategies Group
Colorado
$265K +$251K +1,989 New
CCT
153
Chemung Canal Trust
New York
$245K
WA
154
WBH Advisory
Maryland
$245K
JWCA
155
J.W. Cole Advisors
Florida
$239K -$16.9K -134 -7%
MCM
156
Murphy Capital Management
New Jersey
$238K -$69K -547 -23%
LWAC
157
Laurel Wealth Advisors (California)
California
$236K +$378 +3 +0.2%
AWA
158
Arkadios Wealth Advisors
Georgia
$235K +$190K +1,506 +579%
TRCT
159
Tower Research Capital (TRC)
New York
$226K -$329K -2,612 -61%
CW
160
CreativeOne Wealth
Kansas
$226K -$95.2K -755 -31%
RIA
161
Regal Investment Advisors
Michigan
$222K +$211K +1,670 New
KeyBank National Association
162
KeyBank National Association
Ohio
$219K +$207K +1,644 New
IAN
163
Integrated Advisors Network
Texas
$219K +$207K +1,645 New
FHA
164
Flagship Harbor Advisors
Massachusetts
$214K -$15.1K -120 -7%
FCI
165
Financial Counselors Inc
Kansas
$211K +$201K +1,590 New
TP
166
Tranquility Partners
Tennessee
$204K +$193K +1,533 New
APA
167
American Portfolios Advisors
New York
$179K +$504 +4 +0.3%
IA
168
IFS Advisors
Kansas
$141K +$134K +1,065 New
RFA
169
Reilly Financial Advisors
California
$133K
SFS
170
Sowell Financial Services
Arkansas
$126K -$57.4K -455 -32%
GI
171
Gradient Investments
Minnesota
$109K
PFBT
172
Parkside Financial Bank & Trust
Missouri
$108K
CF
173
Centaurus Financial
California
$107K +$101K +803 New
CFFP
174
Center for Financial Planning
Michigan
$89K
TAIM
175
TD Ameritrade Investment Management
Nebraska
$86K -$1.51K -12 -2%