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iShares Russell Top 200 Growth ETF

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305329 (+24)

5.83% more ownership

Funds ownership: 83.53%89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B +$347M +2,670,510 +53%
TF
2
TIAA FSB
Florida
$848M +$81.2M +625,187 +11%
FCBT
3
First Citizens Bank & Trust
North Carolina
$636M -$6.55M -50,434 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$243M +$181M +1,397,226 +401%
AWM
5
AE Wealth Management
Kansas
$171M +$9.87M +76,015 +7%
Ameriprise
6
Ameriprise
Minnesota
$167M +$32.5M +250,474 +26%
CCMG
7
Clark Capital Management Group
Pennsylvania
$150M +$140M +1,081,310 New
LPL Financial
8
LPL Financial
California
$137M +$27.5M +211,913 +27%
Morgan Stanley
9
Morgan Stanley
New York
$131M -$18.7M -143,761 -13%
Truist Financial
10
Truist Financial
North Carolina
$116M -$124K -958 -0.1%
Bank of America
11
Bank of America
North Carolina
$94.9M -$40.9K -315 -0%
BWM
12
Baystate Wealth Management
Massachusetts
$93.1M +$2.48M +19,072 +3%
WSFS
13
Wilmington Savings Fund Society
Delaware
$82.8M +$5.94M +45,774 +8%
BCI
14
Brinker Capital Investments
Pennsylvania
$63M +$55.3M +425,901 +1,530%
OPS
15
Orion Portfolio Solutions
Nebraska
$63M +$56M +431,471 +1,937%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$63M +$12.2M +93,586 +26%
MML Investors Services
17
MML Investors Services
Massachusetts
$57.8M +$9.18M +70,718 +20%
AUB
18
Atlantic Union Bankshares
Virginia
$47.1M +$48K +370 +0.1%
UBS Group
19
UBS Group
Switzerland
$40.1M -$4.75M -36,625 -11%
Wells Fargo
20
Wells Fargo
California
$37.4M +$1.43M +10,999 +4%
SWA
21
SOA Wealth Advisors
New York
$36.5M +$594K +4,577 +2%
FCAM
22
First Citizens Asset Management
North Carolina
$33.9M -$5.84K -45 -0%
WBG
23
Wharton Business Group
Pennsylvania
$31.3M -$5.24M -40,345 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$30.3M -$7.07M -54,456 -20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$29.8M -$7.58M -58,371 -21%