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iShares Russell Top 200 Growth ETF

366 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,763% more call options, than puts

Call options by funds: $618K | Put options by funds: $16K

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 108

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more capital invested

Capital invested by funds: $5.18B → $6.46B (+$1.28B)

11% more funds holding

Funds holding: 329366 (+37)

1.45% more ownership

Funds ownership: 89.36%90.81% (+1.4%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.53%
New
52
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B +$84.6M +580,010 +8%
TF
2
TIAA FSB
Florida
$943M -$22.9M -157,011 -3%
FCBT
3
First Citizens Bank & Trust
North Carolina
$801M +$69.4M +475,622 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$286M +$8.25M +56,564 +3%
Ameriprise
5
Ameriprise
Minnesota
$187M -$3.71M -25,449 -2%
AWM
6
AE Wealth Management
Kansas
$183M -$11.1M -75,962 -6%
CCMG
7
Clark Capital Management Group
Pennsylvania
$174M +$2.7M +18,490 +2%
LPL Financial
8
LPL Financial
California
$174M +$16.3M +111,855 +11%
Morgan Stanley
9
Morgan Stanley
New York
$159M +$9.18M +62,932 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$146M +$2.42M +16,602 +2%
Truist Financial
11
Truist Financial
North Carolina
$114M -$17.5M -120,072 -14%
BWM
12
Baystate Wealth Management
Massachusetts
$107M +$745K +5,108 +0.8%
Bank of America
13
Bank of America
North Carolina
$106M -$2.13M -14,601 -2%
WSFS
14
Wilmington Savings Fund Society
Delaware
$94M -$470K -3,223 -0.5%
MML Investors Services
15
MML Investors Services
Massachusetts
$74.9M +$8.27M +56,709 +14%
BCI
16
Brinker Capital Investments
Pennsylvania
$71.5M -$446K -3,058 -0.7%
OPS
17
Orion Portfolio Solutions
Nebraska
$71.5M -$446K -3,058 -0.7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$62.8M -$8.42M -57,726 -13%
AUB
19
Atlantic Union Bankshares
Virginia
$54M +$293K +2,011 +0.6%
UBS Group
20
UBS Group
Switzerland
$48M +$2.1M +14,367 +5%
SWA
21
SOA Wealth Advisors
New York
$47.4M +$5.26M +36,087 +14%
IDA
22
Intelligence Driven Advisers
California
$45.1M +$41.7M +285,950 New
FCAM
23
First Citizens Asset Management
North Carolina
$44.3M +$5.1M +34,998 +14%
OCM
24
One Capital Management
California
$37.2M +$29.3M +200,806 +596%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$36.4M +$1.68M +11,509 +5%