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iShares Russell Top 200 Growth ETF

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305329 (+24)

5.83% more ownership

Funds ownership: 83.53%89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Maripau Wealth Management
Indiana
$862K -$57.8K -445 -7%
SWA
152
Stratos Wealth Advisors
Ohio
$857K +$91.7K +706 +13%
T
153
TNF
Montana
$855K
CWM
154
Cahaba Wealth Management
Georgia
$847K +$1.43K +11 +0.2%
WA
155
Win Advisors
Florida
$832K +$768K +5,913 New
RL
156
Retireful LLC
Michigan
$827K +$772K +5,950 New
SWM
157
Spire Wealth Management
Virginia
$806K +$695K +5,352 +1,200%
FAIM
158
Financial Advocates Investment Management
Washington
$781K -$38.4K -296 -5%
MA
159
MONECO Advisors
Connecticut
$780K +$337K +2,592 +86%
AF
160
Allworth Financial
California
$769K -$251K -1,935 -26%
AWM
161
Ameliora Wealth Management
Switzerland
$762K +$693K +5,336 +3,581%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$730K +$42.8K +330 +7%
KFS
163
Kelly Financial Services
Massachusetts
$714K +$667K +5,138 New
JWCA
164
J.W. Cole Advisors
Florida
$711K +$909 +7 +0.1%
PWM
165
Perigon Wealth Management
California
$708K
FF
166
Fluent Financial
Texas
$705K -$28.7K -221 -4%
WRPWM
167
Werba Rubin Papier Wealth Management
California
$698K
BAM
168
Belpointe Asset Management
Nevada
$693K +$507K +3,905 +362%
LNC
169
Lincoln National Corp
Pennsylvania
$689K -$416K -3,206 -39%
FTUS
170
Flow Traders U.S.
New York
$683K +$639K +4,919 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$660K +$4.54K +35 +0.7%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$646K -$2.24M -17,228 -79%
PCA
173
Pallas Capital Advisors
Massachusetts
$644K
YIH
174
Y-Intercept (HK)
Hong Kong
$644K +$602K +4,636 New
MCM
175
MAI Capital Management
Ohio
$630K -$198K -1,523 -25%