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iShares Russell Top 200 Growth ETF

141 hedge funds and large institutions have $1.05B invested in iShares Russell Top 200 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $896M → $1.05B (+$157M)

14% more funds holding

Funds holding: 124141 (+17)

0.25% more ownership

Funds ownership: 60.07%60.31% (+0.25%)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
32
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$129M +$11.8M +129,144 +11%
SS
2
Simplicity Solutions
Minnesota
$126M +$10.7M +116,758 +10%
UBS Group
3
UBS Group
Switzerland
$78.5M -$232K -2,545 -0.3%
BWM
4
Baystate Wealth Management
Massachusetts
$74.6M -$14.1M -154,120 -17%
Morgan Stanley
5
Morgan Stanley
New York
$70.5M +$4.79M +52,432 +8%
Bank of America
6
Bank of America
North Carolina
$48M +$5.63M +61,690 +14%
AUB
7
Atlantic Union Bankshares
Virginia
$47.7M +$1.47M +16,053 +3%
Wells Fargo
8
Wells Fargo
California
$46.6M -$590K -6,458 -1%
MCM
9
Mainstay Capital Management
Michigan
$36.9M +$34.8M +381,610 New
TF
10
TIAA FSB
Florida
$33.5M +$401K +4,391 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$31.8M +$1.81M +19,860 +6%
Ameriprise
12
Ameriprise
Minnesota
$30.6M +$700K +7,668 +2%
Truist Financial
13
Truist Financial
North Carolina
$27.5M +$6.4M +70,051 +33%
LPL Financial
14
LPL Financial
California
$25.9M +$3.62M +39,598 +17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$25.5M -$397K -4,347 -2%
GLR
16
Great Lakes Retirement
Ohio
$24.8M +$23.4M +256,191 New
WBG
17
Wharton Business Group
Pennsylvania
$24.6M -$22.4K -245 -0.1%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$23.4M +$377K +4,124 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.7M +$430K +4,708 +4%
GWMIA
20
Global Wealth Management Investment Advisory
Florida
$9.45M +$106K +1,165 +1%
MML Investors Services
21
MML Investors Services
Massachusetts
$9.15M +$1.18M +12,926 +16%
BSAM
22
Blue Sky Asset Management
Colorado
$6.93M +$6.56M +71,792 New
SCA
23
Stokes Capital Advisors
South Carolina
$5.55M +$118K +1,288 +2%
SFPG
24
Stonebridge Financial Planning Group
Florida
$5.34M +$5.05M +55,346 New
IAA
25
Independent Advisor Alliance
North Carolina
$4.8M +$4.54M +49,701 New