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iShares Russell Top 200 Growth ETF

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

3% more funds holding

Funds holding: 204210 (+6)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $2.54B → $2.55B (+$13.5M)

1.7% less ownership

Funds ownership: 73.97%72.26% (-1.7%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
151
BOK Financial Private Wealth
Colorado
$313K
FCI
152
Financial Counselors Inc
Kansas
$302K +$87.5K +653 +41%
HCM
153
HMS Capital Management
Tennessee
$301K -$167K -1,244 -36%
MCM
154
MAI Capital Management
Ohio
$293K +$292K +2,181 New
JWCA
155
J.W. Cole Advisors
Florida
$273K +$31.1K +232 +13%
MSR
156
Main Street Research
Connecticut
$269K
Citigroup
157
Citigroup
New York
$268K -$191K -1,423 -42%
GWSG
158
GPS Wealth Strategies Group
Colorado
$267K
CCT
159
Chemung Canal Trust
New York
$247K
LWAC
160
Laurel Wealth Advisors (California)
California
$246K +$6.7K +50 +3%
WA
161
WBH Advisory
Maryland
$244K
NB
162
NBT Bank
New York
$241K -$40.2K -300 -14%
MCM
163
Murphy Capital Management
New Jersey
$241K
FFA
164
First Foundation Advisors
California
$232K +$231K +1,727 New
IAN
165
Integrated Advisors Network
Texas
$223K +$1.34K +10 +0.6%
KeyBank National Association
166
KeyBank National Association
Ohio
$221K
FHA
167
Flagship Harbor Advisors
Massachusetts
$216K
BCM
168
Brookstone Capital Management
Illinois
$215K +$215K +1,601 New
TP
169
Tranquility Partners
Tennessee
$206K
CWM
170
Curi Wealth Management
North Carolina
$203K +$203K +1,512 New
APA
171
American Portfolios Advisors
New York
$159K -$22K -164 -12%
BAM
172
Belpointe Asset Management
Nevada
$139K +$138K +1,031 New
RFA
173
Reilly Financial Advisors
California
$135K
CF
174
Centaurus Financial
California
$126K +$17.8K +133 +17%
GI
175
Gradient Investments
Minnesota
$121K