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iShares Russell Top 200 Growth ETF

555 hedge funds and large institutions have $8.29B invested in iShares Russell Top 200 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 209 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 209

4.31% less ownership

Funds ownership: 83.2%78.89% (-4.3%)

5% less funds holding

Funds holding: 587555 (-32)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less capital invested

Capital invested by funds: $10.7B → $8.29B (-$2.39B)

28% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.37M

30% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 76

Holders
555
Holders Change
-32
Holders Change %
-5.45%
% of All Funds
7.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.72%
New
53
Increased
195
Reduced
209
Closed
76
Calls
$991K
Puts
$1.37M
Net Calls
-$380K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Able Wealth Management
New Jersey
$1.98M +$692K +3,007 +47%
VR
202
Valued Retirements
Texas
$1.92M +$724K +3,146 +53%
BNMT
203
Bawa N Mallick Trust
New York
$1.9M
SCM
204
SCS Capital Management
Massachusetts
$1.89M +$2.06M +8,950 New
DIA
205
Dana Investment Advisors
Wisconsin
$1.89M -$116K -505 -5%
IAA
206
Independent Advisor Alliance
North Carolina
$1.88M -$4.71M -20,491 -70%
P
207
&Partners
Tennessee
$1.87M +$105K +458 +5%
VVP
208
Venture Visionary Partners
Ohio
$1.87M +$124K +537 +6%
LIM
209
Leavell Investment Management
Alabama
$1.85M +$29.4K +128 +1%
AF
210
Advisornet Financial
Minnesota
$1.84M +$233K +1,011 +13%
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$1.83M -$11.3K -49 -0.6%
MA
212
Mutual Advisors
Nebraska
$1.82M -$231K -1,006 -11%
OAS
213
Optivise Advisory Services
Tennessee
$1.77M -$15.2K -66 -0.8%
PRTG
214
Post Resch Tallon Group
New York
$1.76M +$72.2K +314 +4%
BAM
215
Belpointe Asset Management
Nevada
$1.73M +$1.89M +8,217 New
FCA
216
Fortis Capital Advisors
Kansas
$1.73M +$1.89M +8,217 New
LSWP
217
Liberty Square Wealth Partners
Pennsylvania
$1.73M
SWA
218
Stratos Wealth Advisors
Ohio
$1.73M +$560K +2,435 +42%
SWM
219
Spire Wealth Management
Virginia
$1.73M -$346K -1,503 -16%
SAW
220
Signal Advisors Wealth
Michigan
$1.72M +$74.1K +322 +4%
SFG
221
Sovereign Financial Group
Connecticut
$1.69M +$101K +440 +6%
HH
222
Hilltop Holdings
Texas
$1.69M -$363K -1,580 -17%
WWM
223
Western Wealth Management
Colorado
$1.67M +$17K +74 +0.9%
MWM
224
Meridian Wealth Management
Kentucky
$1.62M -$13.1K -57 -0.7%
SAI
225
Savvy Advisors Inc
New York
$1.61M -$49.2K -214 -3%