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iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$660M +$11.6M +93,481 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$609M -$2.26M -18,169 -0.4%
FCBT
3
First Citizens Bank & Trust
North Carolina
$558M -$3.77M -30,331 -0.7%
AWM
4
AE Wealth Management
Kansas
$139M -$5.66M -45,515 -4%
Morgan Stanley
5
Morgan Stanley
New York
$131M +$2.35M +18,932 +2%
Ameriprise
6
Ameriprise
Minnesota
$115M +$16.5M +132,796 +16%
Truist Financial
7
Truist Financial
North Carolina
$101M +$12M +96,318 +13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$99.4M +$21M +169,062 +26%
LPL Financial
9
LPL Financial
California
$93.2M +$6.39M +51,441 +7%
Bank of America
10
Bank of America
North Carolina
$82.4M +$12.2M +98,456 +17%
BWM
11
Baystate Wealth Management
Massachusetts
$78.4M +$811K +6,525 +1%
WSFS
12
Wilmington Savings Fund Society
Delaware
$66.4M -$6.37M -51,280 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$43.4M +$1.82M +14,609 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$42M +$716K +5,761 +2%
MML Investors Services
15
MML Investors Services
Massachusetts
$41.6M -$1.97M -15,888 -4%
AUB
16
Atlantic Union Bankshares
Virginia
$40.8M +$665K +5,351 +2%
UBS Group
17
UBS Group
Switzerland
$39.2M +$2.44M +19,637 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$32.9M -$774K -6,226 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$32.8M +$7.59M +61,072 +29%
WBG
20
Wharton Business Group
Pennsylvania
$32M +$4.85M +38,985 +17%
Wells Fargo
21
Wells Fargo
California
$31.1M +$15.2M +122,437 +90%
SWA
22
SOA Wealth Advisors
New York
$31.1M +$1.25M +10,047 +4%
FCAM
23
First Citizens Asset Management
North Carolina
$29.5M +$443K +3,568 +1%
MOS
24
MGO One Seven
Ohio
$18.8M -$4.72M -37,948 -20%
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$18.8M +$19.4M +155,989 New