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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

380 hedge funds and large institutions have $5.37B invested in iShares Russell Top 200 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 116 reducing their positions, and 28 closing their positions.

Holders
380
Holders Change
+15
Holders Change %
+4.11%
% of All Funds
6.06%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.53%
New
46
Increased
132
Reduced
116
Closed
28
Calls
$277K
Puts
$185K
Net Calls
+$92K
Net Calls Change
-$510K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$236M
2
Ameriprise
2
Ameriprise
Minnesota
$207M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$38.6M
4
PP
4
Pegasus Partners
Wisconsin
$18.9M
5
PS
5
Portfolio Strategies
New York
$14.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$59.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$81M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$4.73M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$686M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.45M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
226
Dynamic Advisor Solutions
Arizona
$436K 2,835 +791 +39%
KCFA
227
Key Client Fiduciary Advisors
New Jersey
$434K 2,823 +32 +1%
NPF
228
Norris Perne & French
Michigan
$431K 2,800 – –
Nomura Asset Management
229
Nomura Asset Management
Japan
$427K 2,778 – –
TCWM
230
Total Clarity Wealth Management
Illinois
$426K 2,767 -70 -2%
RWPA
231
Richard W. Paul & Associates
Michigan
$423K 2,749 -284 -9%
BA
232
Ballast Advisors
Minnesota
$417K 2,710 – –
FC
233
Forte Capital
New York
$417K 2,710 +140 +5%
NEWAS
234
N.E.W. Advisory Services
Wisconsin
$414K 2,690 – –
RIA
235
Regal Investment Advisors
Michigan
$395K 2,566 -1,345 -34%
SS
236
Sunbelt Securities
Texas
$394K 2,563 +2,563 New
LA
237
LexAurum Advisors
Kansas
$387K 2,513 +320 +15%
PFG
238
Pacific Financial Group
Washington
$383K 2,487 -15 -0.6%
RFC
239
Regions Financial Corp
Alabama
$369K 2,398 – –
GC
240
Gratus Capital
Georgia
$367K 2,384 – –
MM
241
Meridian Management
Arkansas
$363K 2,360 – –
FA
242
Fermata Advisors
California
$357K 2,321 +2,321 New
OC
243
Oppenheimer & Co
New York
$355K 2,309 – –
CSPIA
244
Cary Street Partners Investment Advisory
Virginia
$350K 2,272 +125 +6%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$349K 2,271 -1,444 -39%
ICM
246
Intrepid Capital Management
Florida
$349K 2,271 – –
RA
247
Rodgers & Associates
Pennsylvania
$349K 2,267 -292 -11%
ET
248
Equitable Trust
Tennessee
$342K 2,220 +2,220 New
WA
249
WBH Advisory
Maryland
$341K 2,219 +119 +6%
TA
250
TruWealth Advisors
Louisiana
$338K 2,195 +246 +13%
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10
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