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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.76%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
LPL Financial
4
LPL Financial
California
$521M
5
SW
5
SVB Wealth
Massachusetts
$108M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$1.87M 7,904 +1,226 +18%
SAI
227
Savvy Advisors Inc
New York
$1.85M 7,860 +7,860 New
WWM
228
Western Wealth Management
Colorado
$1.84M 7,838 +225 +3%
KFS
229
Kelly Financial Services
Massachusetts
$1.84M 7,827 +7,827 New
SAW
230
Signal Advisors Wealth
Michigan
$1.84M 7,815 +641 +9%
MWM
231
Meridian Wealth Management
Kentucky
$1.83M 7,757 -352 -4%
DA
232
Dover Advisors
Virginia
$1.82M 7,757 +264 +4%
CPG
233
Cornerstone Planning Group
New Jersey
$1.82M 7,757 -2,087 -21%
AF
234
Advisornet Financial
Minnesota
$1.82M 7,733 +156 +2%
PW
235
Peninsula Wealth
California
$1.8M 7,650 -321 -4%
LWL
236
Leo Wealth LLC
Texas
$1.78M 7,585 -281 -4%
SFG
237
Sovereign Financial Group
Connecticut
$1.78M 7,572 +536 +8%
SF
238
Synovus Financial
Georgia
$1.73M 7,368 +333 +5%
WF
239
Whelan Financial
California
$1.72M 7,314 – –
NEPWA
240
New England Private Wealth Advisors
Massachusetts
$1.69M 7,184 +8 +0.1%
FCI
241
Financial Counselors Inc
Kansas
$1.68M 7,127 +316 +5%
VFPW
242
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.67M 7,095 +147 +2%
SAG
243
SageView Advisory Group
California
$1.65M 7,016 -49 -0.7%
FFN
244
Focus Financial Network
Minnesota
$1.62M 6,885 +204 +3%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$1.58M 6,709 +1,429 +27%
WCP
246
Wick Capital Partners
Pennsylvania
$1.57M 6,692 +1,966 +42%
IWC
247
Integrated Wealth Concepts
Massachusetts
$1.55M 6,581 +3,577 +119%
AC
248
Avestar Capital
New York
$1.54M 6,536 – –
NCFG
249
New Century Financial Group
New Jersey
$1.51M 6,327 +5,171 +447%
AWM
250
Able Wealth Management
New Jersey
$1.5M 6,397 +5,075 +384%
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