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iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
151
Level Four Advisory Services
Texas
$653K +$673K +5,417 New
Northern Trust
152
Northern Trust
Illinois
$639K +$128K +1,033 +24%
FF
153
Fluent Financial
Texas
$638K -$3.52M -28,323 -84%
STA
154
Summit Trail Advisors
New York
$632K -$87.1K -701 -12%
JWCA
155
J.W. Cole Advisors
Florida
$616K +$15.9K +128 +3%
PWM
156
Perigon Wealth Management
California
$614K +$633K +5,097 New
WRPWM
157
Werba Rubin Papier Wealth Management
California
$606K +$624K +5,024 New
HF
158
HRT Financial
New York
$596K -$1.86M -15,003 -75%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$593K +$208K +1,676 +52%
CAG
160
Csenge Advisory Group
Florida
$591K +$373 +3 +0.1%
PCA
161
Pallas Capital Advisors
Massachusetts
$586K
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$568K +$53.8K +433 +10%
JIR
163
James Investment Research
Ohio
$543K -$173K -1,389 -24%
SI
164
Stephens Inc
Arkansas
$522K -$30.7K -247 -5%
ANTB
165
AMG National Trust Bank
Colorado
$521K
ATC
166
Argent Trust Co
Tennessee
$504K
RRA
167
Round Rock Advisors
Connecticut
$496K +$13.4K +108 +3%
CFGS
168
Concourse Financial Group Securities
Alabama
$486K -$403K -3,243 -45%
GG
169
GenWealth Group
New Jersey
$483K -$64K -515 -11%
WPC
170
Wedmont Private Capital
Pennsylvania
$480K
SPIA
171
Steward Partners Investment Advisory
New York
$472K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$467K +$994 +8 +0.2%
PTC
173
Private Trust Company
Ohio
$448K +$300K +2,413 +185%
SOS
174
Silver Oak Securities
Tennessee
$447K -$471K -3,790 -51%
RF
175
Resolute Financial
Massachusetts
$439K -$32.2K -259 -7%