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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

498 hedge funds and large institutions have $9.07B invested in iShares Russell Top 200 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 178 increasing their positions, 151 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+45
Holders Change %
+9.93%
% of All Funds
7.24%
Holding in Top 10
51
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.43%
% of All Funds
0.74%
New
84
Increased
178
Reduced
151
Closed
34
Calls
$1.16M
Puts
$129K
Net Calls
+$1.03M
Net Calls Change
+$873K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$400M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.35B
3
Mariner
3
Mariner
Kansas
$231M
4
Ameriprise
4
Ameriprise
Minnesota
$421M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$46.4M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.2B
2
MOS
2
MGO One Seven
Ohio
$6.36M
3
FCAM
3
First Citizens Asset Management
North Carolina
$65.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$91.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
226
Perennial Investment Advisors
California
$1.24M +$1.24M +5,764 New
PG
227
Prostatis Group
Maryland
$1.24M +$1.24M +5,758 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$1.21M -$2.26M -10,525 -65%
KFS
229
Kelly Financial Services
Massachusetts
$1.2M +$266K +1,239 +29%
PTC
230
Private Trust Company
Ohio
$1.16M +$246K +1,145 +27%
SWA
231
Stratos Wealth Advisors
Ohio
$1.13M +$56.4K +263 +5%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$1.13M -$60.7K -283 -5%
JWCA
233
J.W. Cole Advisors
Florida
$1.08M -$13.9K -65 -1%
MW
234
MBL Wealth
North Carolina
$1.07M – – –
AWA
235
Arkadios Wealth Advisors
Georgia
$1.06M +$22.3K +104 +2%
SFG
236
Sovereign Financial Group
Connecticut
$1.05M +$171K +799 +20%
WCP
237
Wick Capital Partners
Pennsylvania
$1.01M – – –
CW
238
CreativeOne Wealth
Kansas
$1.01M -$666K -3,105 -40%
WA
239
WBH Advisory
Maryland
$989K +$60.3K +281 +6%
SEM
240
Strategic Equity Management
Arizona
$989K -$69.9K -326 -7%
SA
241
Stewardship Advisors
Pennsylvania
$989K -$854K -3,981 -46%
AF
242
Allworth Financial
California
$976K -$11.7K -55 -1%
MCM
243
MAI Capital Management
Ohio
$972K -$1.93K -9 -0.2%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$943K -$201K -939 -18%
PCA
245
Pallas Capital Advisors
Massachusetts
$913K – – –
ANTB
246
AMG National Trust Bank
Colorado
$912K – – –
AA
247
Advisory Alpha
Michigan
$900K -$2.49M -11,605 -73%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$898K +$863K +4,023 +2,468%
PCA
249
Prosperity Capital Advisors
Ohio
$896K -$148K -688 -14%
Northern Trust
250
Northern Trust
Illinois
$893K -$11.2K -52 -1%
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