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iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
201
Pacific Financial Group
Washington
$325K +$1.24K +10 +0.4%
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$323K +$1.62K +13 +0.5%
IWM
203
IHT Wealth Management
Illinois
$321K +$746 +6 +0.2%
BA
204
Ballast Advisors
Minnesota
$317K
TCM
205
True Capital Management
California
$316K +$326K +2,624 New
SW
206
SMART Wealth
Nebraska
$316K +$326K +2,623 New
US Bancorp
207
US Bancorp
Minnesota
$314K +$96.1K +773 +42%
KCFA
208
Key Client Fiduciary Advisors
New Jersey
$311K -$106K -854 -25%
AWA
209
Arkadios Wealth Advisors
Georgia
$308K -$8.45K -68 -3%
FC
210
Forte Capital
New York
$298K
FA
211
Fermata Advisors
California
$293K -$53.9K -434 -15%
RFC
212
Regions Financial Corp
Alabama
$289K -$200K -1,608 -40%
ECA
213
Elevated Capital Advisors
Utah
$288K +$297K +2,389 New
GC
214
Gratus Capital
Georgia
$287K
PFS
215
Prospera Financial Services
Texas
$285K +$37.9K +305 +15%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$282K -$5.22K -42 -2%
OC
217
Oppenheimer & Co
New York
$281K -$293K -2,361 -50%
LA
218
LexAurum Advisors
Kansas
$277K -$14.8K -119 -5%
RWA
219
Rooted Wealth Advisors
Illinois
$276K +$284K +2,286 New
ACS
220
Archford Capital Strategies
Illinois
$274K -$404K -3,251 -59%
TP
221
Tranquility Partners
Tennessee
$263K +$124 +1 +0%
Bank of New York Mellon
222
Bank of New York Mellon
New York
$261K
IAN
223
Integrated Advisors Network
Texas
$259K -$14.3K -115 -5%
RWP
224
Revolve Wealth Partners
New Jersey
$257K
CFP
225
Catalyst Financial Partners
Massachusetts
$252K +$260K +2,088 New