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iShares Russell Top 200 Growth ETF

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

3% more funds holding

Funds holding: 204210 (+6)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $2.54B → $2.55B (+$13.5M)

1.7% less ownership

Funds ownership: 73.97%72.26% (-1.7%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$461M +$36.3M +270,865 +9%
FCBT
2
First Citizens Bank & Trust
North Carolina
$417M +$32.7M +243,851 +9%
TF
3
TIAA FSB
Florida
$248M +$88.6M +661,089 +56%
AWM
4
AE Wealth Management
Kansas
$204M +$23.4M +174,732 +13%
Morgan Stanley
5
Morgan Stanley
New York
$115M -$11.5M -85,801 -9%
Bank of America
6
Bank of America
North Carolina
$89.4M +$20.2M +151,065 +29%
AUB
7
Atlantic Union Bankshares
Virginia
$80.7M +$7.51M +56,073 +10%
BWM
8
Baystate Wealth Management
Massachusetts
$79.7M -$2.51M -18,706 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$55.4M +$1.4M +10,443 +3%
LPL Financial
10
LPL Financial
California
$55.2M -$10.6M -78,973 -16%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$52.6M -$14.6M -108,869 -22%
Ameriprise
12
Ameriprise
Minnesota
$49.3M +$585K +4,369 +1%
Wells Fargo
13
Wells Fargo
California
$46M +$6.3M +47,010 +16%
UBS Group
14
UBS Group
Switzerland
$44.3M -$6.81M -50,790 -13%
Truist Financial
15
Truist Financial
North Carolina
$36.5M -$3.35M -25,006 -8%
SEM
16
Strategic Equity Management
Arizona
$34.5M -$605K -4,516 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$33.1M +$13M +96,820 +65%
WBG
18
Wharton Business Group
Pennsylvania
$30.4M -$6.03K -45 -0%
Osaic Holdings
19
Osaic Holdings
Arizona
$29.8M -$1.14M -8,522 -4%
HGWM
20
Horst & Graben Wealth Management
Oregon
$27.2M -$4.81M -35,874 -15%
MML Investors Services
21
MML Investors Services
Massachusetts
$24.8M +$808K +6,031 +3%
M&T Bank
22
M&T Bank
New York
$21.3M -$1.87M -13,941 -8%
MCC
23
Money Concepts Capital
Florida
$19M +$2.59M +19,332 +16%
CCMD
24
Cypress Capital Management (Delaware)
Delaware
$18M -$559K -4,175 -3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$14.6M -$1.69M -12,608 -10%