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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
151
GSA Capital Partners
United Kingdom
$2.21M +$2.07M +12,600 New
GT
152
Glenmede Trust
Pennsylvania
$2.16M -$7.06K -43 -0.3%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$2.13M +$141K +859 +8%
Prudential Financial
154
Prudential Financial
New Jersey
$2.12M +$1.98M +12,076 New
CRI
155
Colonial River Investments
Virginia
$2.11M +$1.98M +12,070 New
AWMNH
156
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.03M -$33.8K -206 -2%
AT
157
American Trust
Kentucky
$1.99M +$818K +4,985 +78%
DIA
158
Dana Investment Advisors
Wisconsin
$1.97M -$228K -1,387 -11%
Comerica Bank
159
Comerica Bank
Texas
$1.94M +$246K +1,499 +16%
HNB
160
Huntington National Bank
Ohio
$1.92M
CPG
161
Cornerstone Planning Group
New Jersey
$1.87M +$76.3K +465 +5%
WLPWM
162
Walled Lake Planning & Wealth Management
Illinois
$1.86M -$59.1K -360 -3%
SF
163
Synovus Financial
Georgia
$1.86M +$9.52K +58 +0.5%
FFN
164
Focus Financial Network
Minnesota
$1.79M +$289K +1,760 +21%
AFG
165
Atomi Financial Group
New York
$1.73M +$381K +2,324 +31%
MA
166
MONECO Advisors
Connecticut
$1.68M +$414K +2,525 +36%
Deutsche Bank
167
Deutsche Bank
Germany
$1.63M
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$1.63M -$145K -886 -9%
Creative Planning
169
Creative Planning
Kansas
$1.6M +$23.1K +141 +2%
MWM
170
Meridian Wealth Management
Kentucky
$1.59M -$1.52M -9,274 -51%
PAS
171
Park Avenue Securities
New York
$1.59M +$1.21M +7,400 +441%
FFL
172
Financial Freedom LLC
Ohio
$1.58M +$1.16M +7,061 +362%
OC
173
OxenFree Capital
Florida
$1.5M +$1.41M +8,588 New
AC
174
Avestar Capital
New York
$1.47M +$1.38M +8,383 New
VVP
175
Venture Visionary Partners
Ohio
$1.44M +$78K +475 +6%