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iShares Russell Top 200 Growth ETF

204 hedge funds and large institutions have $2.54B invested in iShares Russell Top 200 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $2.06B → $2.54B (+$481M)

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

8% more funds holding

Funds holding: 189204 (+15)

6.76% more ownership

Funds ownership: 67.21%73.97% (+6.8%)

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
3.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
43
Increased
63
Reduced
53
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
176
Atlas Private Wealth Advisors
New Jersey
$78K
WEC
177
Winslow Evans & Crocker
Massachusetts
$77K
ADL
178
Asset Dedication LLC
California
$73K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.5K
SSB
180
Sandy Spring Bank
Maryland
$68K +$64.2K +509 New
RIM
181
Rockbridge Investment Management
New York
$67K
D
182
Diversified
Delaware
$44K +$45.7K +362 New
WPA
183
West Paces Advisors
Georgia
$39.9K
PA
184
Parallel Advisors
California
$33K +$26.2K +208 +507%
JCM
185
Jacobi Capital Management
Pennsylvania
$29K
PWM
186
Perigon Wealth Management
California
$26K +$24.8K +197 New
EW
187
Evoke Wealth
California
$25K
AWG
188
Altus Wealth Group
Colorado
$25K +$24K +190 New
PCG
189
Private Capital Group
Connecticut
$24K +$22.7K +180 New
FCH
190
Freestone Capital Holdings
Washington
$20.1K
CHC
191
City Holding Co
West Virginia
$19K
PO
192
Private Ocean
California
$18K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$17K
MAWCM
194
Mine & Arao Wealth Creation & Management
California
$14K
FP
195
Financial Perspectives
Minnesota
$13.7K
AF
196
Advisornet Financial
Minnesota
$13K
CCMW
197
Cypress Capital Management (Wyoming)
Wyoming
$13K
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$12K -$63.8K -506 -85%
VCG
199
Vantage Consulting Group
Virginia
$12K +$11.6K +92 New
AWM
200
Avior Wealth Management
Nebraska
$8K