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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

423 hedge funds and large institutions have $7.48B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
423
Holders Change
+43
Holders Change %
+11.32%
% of All Funds
6.2%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.62%
New
69
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$129M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$195M
5
Bank of America
5
Bank of America
North Carolina
$203M

Top Sellers

1
CFG
1
Cosner Financial Group
Colorado
$9.84M
2
IDA
2
Intelligence Driven Advisers
California
$43.8M
3
SPW
3
Surience Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RRA
226
Round Rock Advisors
Connecticut
$681K 3,885 -72 -2%
PWM
227
Perigon Wealth Management
California
$668K 3,811 -521 -12%
KFS
228
Kelly Financial Services
Massachusetts
$663K 3,782 +3,782 New
SFG
229
Sovereign Financial Group
Connecticut
$662K 3,777 +873 +30%
IWC
230
Integrated Wealth Concepts
Massachusetts
$655K 3,736 +699 +23%
FF
231
Fluent Financial
Texas
$647K 3,692 -351 -9%
OLVIG
232
Oliver Lagore Vanvalin Investment Group
Michigan
$640K 3,650 -3,839 -51%
GFG
233
Goldstone Financial Group
Illinois
$634K 3,619 +3,619 New
FHC
234
First Heartland Consultants
Missouri
$631K 3,602 +65 +2%
SS
235
Simplicity Solutions
Minnesota
$629K 3,591 +1,552 +76%
GG
236
GenWealth Group
New Jersey
$610K 3,483 – –
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$607K 3,465 -56 -2%
HF
238
HRT Financial
New York
$606K 3,460 +3,460 New
JIR
239
James Investment Research
Ohio
$606K 3,456 -330 -9%
KBFS
240
Kohmann Bosshard Financial Services
Ohio
$601K 3,430 – –
GWCM
241
Godshalk Welsh Capital Management
Pennsylvania
$598K 3,410 +175 +5%
SIAG
242
Safeguard Investment Advisory Group
California
$579K 3,305 +176 +6%
MA
243
Montag & Associates
Georgia
$554K 3,161 – –
TC
244
TownSquare Capital
Utah
$552K 3,148 +1,791 +132%
IWM
245
Iams Wealth Management
Nebraska
$546K 3,114 +3,114 New
BBHC
246
Brown Brothers Harriman & Co
New York
$538K 3,069 – –
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$531K 3,030 +3,030 New
SPIA
248
Steward Partners Investment Advisory
New York
$529K 3,020 -50 -2%
SOS
249
Silver Oak Securities
Tennessee
$523K 2,987 -4,509 -60%
KP
250
Keel Point
Alabama
$520K 2,967 +12 +0.4%
8 9
10
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