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iShares Russell Top 200 Growth ETF

204 hedge funds and large institutions have $2.54B invested in iShares Russell Top 200 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $2.06B → $2.54B (+$481M)

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

8% more funds holding

Funds holding: 189204 (+15)

6.76% more ownership

Funds ownership: 67.21%73.97% (+6.8%)

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
3.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
43
Increased
63
Reduced
53
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$420M +$181M +1,433,149 +83%
FCBT
2
First Citizens Bank & Trust
North Carolina
$380M +$166M +1,313,215 +85%
AWM
3
AE Wealth Management
Kansas
$179M -$4.1M -32,537 -2%
SS
4
Simplicity Solutions
Minnesota
$175M -$6.94M -55,067 -4%
TF
5
TIAA FSB
Florida
$157M -$24.4M -193,263 -14%
Morgan Stanley
6
Morgan Stanley
New York
$125M +$6.64M +52,651 +6%
BWM
7
Baystate Wealth Management
Massachusetts
$81.3M -$9.67M -76,683 -11%
AUB
8
Atlantic Union Bankshares
Virginia
$72.3M +$374K +2,966 +0.5%
Bank of America
9
Bank of America
North Carolina
$68.3M -$26.7M -211,384 -29%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$66.5M +$13.8M +109,637 +28%
LPL Financial
11
LPL Financial
California
$65.1M +$6.59M +52,284 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$53.4M -$710K -5,630 -1%
UBS Group
13
UBS Group
Switzerland
$50.6M -$26M -205,936 -35%
Ameriprise
14
Ameriprise
Minnesota
$49M +$517K +4,098 +1%
Truist Financial
15
Truist Financial
North Carolina
$39.5M -$9.38M -74,381 -20%
Wells Fargo
16
Wells Fargo
California
$39.3M +$16M +126,946 +75%
SEM
17
Strategic Equity Management
Arizona
$34.8M +$32.9M +261,227 New
HGWM
18
Horst & Graben Wealth Management
Oregon
$31.7M -$2.13M -16,900 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$30.6M -$5.1M -40,440 -15%
WBG
20
Wharton Business Group
Pennsylvania
$30M -$3.48M -27,625 -11%
MML Investors Services
21
MML Investors Services
Massachusetts
$23.7M +$980K +7,769 +5%
FIG
22
FundX Investment Group
California
$23.3M -$5.91M -46,850 -21%
M&T Bank
23
M&T Bank
New York
$22.9M -$868K -6,882 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$19.9M +$788K +6,249 +4%
CCMD
25
Cypress Capital Management (Delaware)
Delaware
$18.4M +$8.83K +70 +0.1%