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iShares Russell Top 200 Growth ETF

424 hedge funds and large institutions have $7.45B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

81% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 101

39% more capital invested

Capital invested by funds: $5.37B → $7.45B (+$2.08B)

27% more funds holding in top 10

Funds holding in top 10: 3342 (+9)

12% more funds holding

Funds holding: 380424 (+44)

4.66% more ownership

Funds ownership: 83.4%88.07% (+4.7%)

38% less call options, than puts

Call options by funds: $228K | Put options by funds: $368K

Holders
424
Holders Change
+44
Holders Change %
+11.58%
% of All Funds
6.18%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
70
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.07B +$8.93M +54,384 +0.9%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$881M +$58.5M +356,410 +8%
FCBT
3
First Citizens Bank & Trust
North Carolina
$831M +$46.6M +283,740 +6%
Morgan Stanley
4
Morgan Stanley
New York
$404M +$207M +1,259,619 +121%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$376M +$289M +1,759,232 +455%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$295M +$24.9M +151,414 +10%
Ameriprise
7
Ameriprise
Minnesota
$276M +$36.9M +224,848 +17%
AWM
8
AE Wealth Management
Kansas
$230M +$22M +134,176 +12%
LPL Financial
9
LPL Financial
California
$221M +$26.8M +163,458 +15%
Bank of America
10
Bank of America
North Carolina
$203M +$79.7M +485,786 +72%
Osaic Holdings
11
Osaic Holdings
Arizona
$195M +$96M +584,868 +111%
CCMG
12
Clark Capital Management Group
Pennsylvania
$129M +$116M +705,325 +2,294%
BWM
13
Baystate Wealth Management
Massachusetts
$118M -$1.04M -6,364 -0.9%
Truist Financial
14
Truist Financial
North Carolina
$115M +$9.03M +55,019 +9%
MML Investors Services
15
MML Investors Services
Massachusetts
$89.4M +$2.2M +13,375 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$64.7M -$6.26M -38,134 -9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$62.9M +$21.6M +131,393 +58%
AUB
18
Atlantic Union Bankshares
Virginia
$59.5M +$185K +1,125 +0.3%
SWA
19
SOA Wealth Advisors
New York
$55.9M +$1.34M +8,194 +3%
UBS Group
20
UBS Group
Switzerland
$55.7M +$3.06M +18,627 +6%
FCAM
21
First Citizens Asset Management
North Carolina
$48.1M +$2.69M +16,413 +6%
PP
22
Pegasus Partners
Wisconsin
$47.1M +$23.9M +145,877 +119%
Wells Fargo
23
Wells Fargo
California
$45M +$4.95M +30,174 +13%
IDA
24
Intelligence Driven Advisers
California
$43.8M -$11.2M -68,005 -22%
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$41.7M +$593K +3,615 +2%