We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

3% more funds holding

Funds holding: 204210 (+6)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $2.54B → $2.55B (+$13.5M)

1.7% less ownership

Funds ownership: 73.97%72.26% (-1.7%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
176
Sowell Financial Services
Arkansas
$117K -$16.8K -125 -13%
PFBT
177
Parkside Financial Bank & Trust
Missouri
$109K
SIAP
178
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$109K +$109K +810 New
FP
179
Financial Perspectives
Minnesota
$103K +$1.84M +13,755 +13,354%
CFFP
180
Center for Financial Planning
Michigan
$90K
TAIM
181
TD Ameritrade Investment Management
Nebraska
$86K
APWA
182
Atlas Private Wealth Advisors
New Jersey
$79K
SWM
183
Spire Wealth Management
Virginia
$75K +$75.3K +562 New
ADL
184
Asset Dedication LLC
California
$74K
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.3K
SSB
186
Sandy Spring Bank
Maryland
$68K
RIM
187
Rockbridge Investment Management
New York
$67K
CAC
188
Certified Advisory Corp
Florida
$55K +$55.2K +412 New
ONST
189
Old North State Trust
North Carolina
$41K +$41.1K +307 New
WPA
190
West Paces Advisors
Georgia
$40.4K
WP
191
WealthShield Partners
North Carolina
$36K +$36.2K +270 New
PA
192
Parallel Advisors
California
$33K
MAWCM
193
Mine & Arao Wealth Creation & Management
California
$27K +$12.3K +92 +85%
EW
194
Evoke Wealth
California
$25K
PCG
195
Private Capital Group
Connecticut
$24K
NFG
196
Next Financial Group
Texas
$24K +$18.9K +141 +415%
JCM
197
Jacobi Capital Management
Pennsylvania
$23K -$6.7K -50 -23%
CHC
198
City Holding Co
West Virginia
$19K
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$18K
PO
200
Private Ocean
California
$18K