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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
201
Strategic Financial Concepts
Texas
$942K -$214K -1,302 -19%
MW
202
MBL Wealth
North Carolina
$929K -$10.2K -62 -1%
WPC
203
Wedmont Private Capital
Pennsylvania
$920K +$216K +1,313 +33%
SI
204
Stephens Inc
Arkansas
$912K +$142K +868 +20%
DAS
205
Dynamic Advisor Solutions
Arizona
$907K +$408K +2,484 +88%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$901K +$4.1K +25 +0.5%
YIH
207
Y-Intercept (HK)
Hong Kong
$901K +$844K +5,144 New
WRPWM
208
Werba Rubin Papier Wealth Management
California
$880K
JWCA
209
J.W. Cole Advisors
Florida
$878K +$2.13K +13 +0.3%
SFA
210
Sequoia Financial Advisors
Ohio
$868K +$595K +3,625 +273%
AWA
211
Arkadios Wealth Advisors
Georgia
$850K +$508K +3,096 +176%
LIM
212
Leavell Investment Management
Alabama
$832K +$107K +650 +16%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$820K +$95.9K +584 +14%
AF
214
Allworth Financial
California
$815K -$38.2K -233 -5%
Northern Trust
215
Northern Trust
Illinois
$804K +$34.3K +209 +5%
WS
216
Wedbush Securities
California
$801K +$3.94K +24 +0.5%
MFG
217
Merit Financial Group
Georgia
$799K +$157K +955 +27%
PCA
218
Pallas Capital Advisors
Massachusetts
$796K
MCM
219
MAI Capital Management
Ohio
$790K +$37.9K +231 +5%
ANTB
220
AMG National Trust Bank
Colorado
$758K
NCFG
221
New Century Financial Group
New Jersey
$754K +$707K +4,306 New
MWM
222
Maripau Wealth Management
Indiana
$748K -$76.7K -467 -10%
PTC
223
Private Trust Company
Ohio
$737K +$187K +1,137 +37%
WA
224
WBH Advisory
Maryland
$718K +$309K +1,880 +85%
SAW
225
Signal Advisors Wealth
Michigan
$683K +$640K +3,899 New