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iShares Russell Top 200 Growth ETF

647 hedge funds and large institutions have $11.9B invested in iShares Russell Top 200 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 226 increasing their positions, 223 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

13% more funds holding in top 10

Funds holding in top 10: 6371 (+8)

5% more funds holding

Funds holding: 617647 (+30)

1% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 223

0% more capital invested

Capital invested by funds: $11.8B → $11.9B (+$55.9M)

1.03% less ownership

Funds ownership: 80.41%79.38% (-1%)

28% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.47M

Holders
647
Holders Change
+30
Holders Change %
+4.86%
% of All Funds
7.87%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
0.86%
New
78
Increased
226
Reduced
223
Closed
37
Calls
$1.05M
Puts
$1.47M
Net Calls
-$416K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
151
Waldron Private Wealth
Pennsylvania
$6.14M +$183K +660 +3%
GWM
152
Geneos Wealth Management
Colorado
$6.06M -$1.11M -4,003 -15%
Betterment LLC
153
Betterment LLC
New York
$6.05M -$202K -729 -3%
AIA
154
AssuredPartners Investment Advisors
Florida
$5.9M +$4.75M +17,160 +414%
SI
155
Stephens Inc
Arkansas
$5.88M +$344K +1,243 +6%
BFG
156
Berger Financial Group
Minnesota
$5.88M -$139K -500 -2%
MIA
157
Milestone Investment Advisors
Wisconsin
$5.87M -$383K -1,382 -6%
HI
158
Harbour Investments
Wisconsin
$5.83M -$285K -1,027 -5%
SOS
159
Silver Oak Securities
Tennessee
$5.8M +$5.08M +18,344 +751%
FFWM
160
Future Financial Wealth Management
Ohio
$5.78M +$620K +2,239 +12%
VA
161
VestGen Advisors
Illinois
$5.69M -$10.1M -36,451 -64%
US Bancorp
162
US Bancorp
Minnesota
$5.63M +$40.5K +146 +0.7%
WWM
163
WJ Wealth Management
Arizona
$5.62M -$5.82K -21 -0.1%
PE
164
PCM Encore
Colorado
$5.55M +$5.55M +20,050 New
STA
165
Summit Trail Advisors
New York
$5.54M +$183K +660 +3%
MA
166
Mezzasalma Advisors
New Jersey
$5.52M +$2.61M +9,421 +47%
OBWG
167
Onyx Bridge Wealth Group
New York
$5.49M -$5.51M -19,872 -50%
PAMG
168
Patton Albertson Miller Group
Tennessee
$5.39M
KA
169
Kovack Advisors
Florida
$5.31M +$5.31M +19,180 New
GC
170
Granville Capital
North Carolina
$5.17M +$5.17M +18,651 New
WIA
171
World Investment Advisors
California
$5.13M -$4.69M -16,913 -48%
NWM
172
Nova Wealth Management
Florida
$5.11M -$85.9K -310 -2%
FCP
173
Fidelis Capital Partners
Florida
$5.06M -$227K -820 -4%
PSB
174
Passumpsic Savings Bank
Vermont
$5.06M +$5.06M +18,263 New
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$5.01M -$16.3K -59 -0.3%