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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
VCM
201
Vigilant Capital Management
Maine
$17K +$17.4K +130 New
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$14K +$2.41K +18 +20%
AF
203
Advisornet Financial
Minnesota
$13K
CCMW
204
Cypress Capital Management (Wyoming)
Wyoming
$13K
EP
205
Eudaimonia Partners
Tennessee
$13K +$13.1K +98 New
RWB
206
RMR Wealth Builders
New Jersey
$11K +$10.9K +81 New
AIC
207
Ameritas Investment Company
Nebraska
$10.9K +$10.9K +81 New
AWM
208
Avior Wealth Management
Nebraska
$8K
SWA
209
Sutton Wealth Advisors
Florida
$7.67K
FHA
210
First Horizon Advisors
Tennessee
$4K +$4.96K +37 New
BlackRock
211
BlackRock
New York
$1K
FEM
212
Fulcrum Equity Management
Texas
-$5.55M -41,756 Closed
SWM
213
Sanctuary Wealth Management
Idaho
-$3.15M -23,667 Closed
ATPW
214
Ashton Thomas Private Wealth
Arizona
-$2.33M -17,495 Closed
AIP
215
Almanack Investment Partners
Pennsylvania
-$631K -4,740 Closed
CAN
216
Claraphi Advisory Network
United States
-$474K -3,559 Closed
LB
217
Leo Brokerage
Texas
-$394K -2,958 Closed
HPCM
218
Hunter Perkins Capital Management
Illinois
-$378K -2,844 Closed
CW
219
CreativeOne Wealth
Kansas
-$226K -1,696 Closed
RIA
220
Regal Investment Advisors
Michigan
-$222K -1,670 Closed
IA
221
IFS Advisors
Kansas
-$141K -1,065 Closed
D
222
Diversified
Delaware
-$44K -362 Closed
PWM
223
Perigon Wealth Management
California
-$26K -197 Closed
AWG
224
Altus Wealth Group
Colorado
-$25K -190 Closed
FCH
225
Freestone Capital Holdings
Washington
-$20.1K -151 Closed