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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

365 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 51 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

Holders
365
Holders Change
+36
Holders Change %
+10.94%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
51
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$801M
3
IDA
3
Intelligence Driven Advisers
California
$45.1M
4
OCM
4
One Capital Management
California
$37.2M
5
PCP
5
Proficio Capital Partners
Massachusetts
$22.8M

Top Sellers

1
TF
1
TIAA FSB
Florida
$943M
2
Truist Financial
2
Truist Financial
North Carolina
$114M
3
AWMNH
3
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.86M
4
AWM
4
AE Wealth Management
Kansas
$183M
5
MOS
5
MGO One Seven
Ohio
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
226
Great Valley Advisor Group
Delaware
$484K 3,050 +3,050 New
RWPA
227
Richard W. Paul & Associates
Michigan
$481K 3,033 -188 -6%
SIAG
228
Safeguard Investment Advisory Group
California
$471K 2,969 -22 -0.7%
KP
229
Keel Point
Alabama
$469K 2,955 +4 +0.1%
MCWS
230
McKinley Carter Wealth Services
West Virginia
$454K 2,866 – –
TCWM
231
Total Clarity Wealth Management
Illinois
$450K 2,837 -27 -0.9%
NPF
232
Norris Perne & French
Michigan
$444K 2,800 – –
Bank of New York Mellon
233
Bank of New York Mellon
New York
$443K 2,791 +65 +2%
KCFA
234
Key Client Fiduciary Advisors
New Jersey
$443K 2,791 +129 +5%
Nomura Asset Management
235
Nomura Asset Management
Japan
$440K 2,778 – –
BA
236
Ballast Advisors
Minnesota
$430K 2,710 +83 +3%
NEWAS
237
N.E.W. Advisory Services
Wisconsin
$427K 2,690 +3 +0.1%
CAM
238
Concorde Asset Management
Michigan
$426K 2,686 +222 +9%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$423K 2,667 +390 +17%
FC
240
Forte Capital
New York
$407K 2,570 +95 +4%
RA
241
Rodgers & Associates
Pennsylvania
$406K 2,559 -180 -7%
PFG
242
Pacific Financial Group
Washington
$397K 2,502 -139 -5%
Marshall Wace
243
Marshall Wace
United Kingdom
$396K 2,500 +2,500 New
RFC
244
Regions Financial Corp
Alabama
$380K 2,398 -8 -0.3%
GC
245
Gratus Capital
Georgia
$378K 2,384 – –
SFG
246
Sovereign Financial Group
Connecticut
$378K 2,381 +2,381 New
MM
247
Meridian Management
Arkansas
$374K 2,360 +156 +7%
AWA
248
Arkadios Wealth Advisors
Georgia
$370K 2,332 +2,332 New
ACS
249
Archford Capital Strategies
Illinois
$367K 2,276 – –
OC
250
Oppenheimer & Co
New York
$366K 2,309 – –
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