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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

280 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.29%
New
57
Increased
97
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$683M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$619M
3
WBG
3
Wharton Business Group
Pennsylvania
$41.7M
4
MAC
4
Mason & Associates (California)
California
$23.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$37.3M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.97M
3
GM
3
GeoWealth Management
Illinois
$2.9M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
AWA
5
Arkadios Wealth Advisors
Georgia
$984K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
226
MY Wealth Management
Maryland
$203K 1,169 +1,169 New
IF
227
Intrua Financial
Texas
$202K 1,166 +1,166 New
CWS
228
Confluence Wealth Services
Pennsylvania
$193K 1,114 +1,114 New
BAM
229
Belpointe Asset Management
Nevada
$192K 1,106 -3,464 -76%
GI
230
Gradient Investments
Minnesota
$173K 998 -28 -3%
RFA
231
Reilly Financial Advisors
California
$173K 1,000 – –
ONST
232
Old North State Trust
North Carolina
$154K 890 – –
PFBT
233
Parkside Financial Bank & Trust
Missouri
$141K 812 – –
SIAP
234
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$140K 810 – –
CF
235
Centaurus Financial
California
$130K 750 -19 -2%
Bessemer Group
236
Bessemer Group
New Jersey
$126K 724 +634 +704%
CFD
237
Creative Financial Designs
Indiana
$125K 722 +475 +192%
TAIM
238
TD Ameritrade Investment Management
Nebraska
$120K 696 +31 +5%
CFFP
239
Center for Financial Planning
Michigan
$116K 672 – –
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$109K 628 +539 +606%
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K 606 – –
SIC
242
Salem Investment Counselors
North Carolina
$104K 599 +599 New
DHGWA
243
Dixon Hughes Goodman Wealth Advisors
North Carolina
$104K 601 +601 New
SWM
244
Spire Wealth Management
Virginia
$97K 562 +116 +26%
ADL
245
Asset Dedication LLC
California
$95K 550 – –
NFG
246
Next Financial Group
Texas
$92K 529 – –
SSB
247
Sandy Spring Bank
Maryland
$88K 509 – –
RIM
248
Rockbridge Investment Management
New York
$88K 510 – –
HPC
249
HM Payson & Co
Maine
$63K 363 – –
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$54K 310 -3,215 -91%
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