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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MCWS
251
McKinley Carter Wealth Services
West Virginia
$504K – – –
TCWM
252
Total Clarity Wealth Management
Illinois
$495K +$10.3K +59 +2%
BA
253
Ballast Advisors
Minnesota
$494K +$19.4K +111 +4%
PCA
254
Prosperity Capital Advisors
Ohio
$492K +$114K +650 +30%
NPF
255
Norris Perne & French
Michigan
$491K – – –
OC
256
Oppenheimer & Co
New York
$487K +$82.4K +470 +20%
Nomura Asset Management
257
Nomura Asset Management
Japan
$487K – – –
CT
258
Colonial Trust
South Carolina
$480K +$343K +1,960 +251%
NL
259
NWAM LLC
Washington
$479K +$165K +943 +53%
FC
260
Forte Capital
New York
$474K -$876 -5 -0.2%
NEWAS
261
N.E.W. Advisory Services
Wisconsin
$473K +$1.93K +11 +0.4%
Bank of New York Mellon
262
Bank of New York Mellon
New York
$462K -$84.6K -483 -15%
RA
263
Rodgers & Associates
Pennsylvania
$450K +$52.6K +300 +13%
CAM
264
Creekmur Asset Management
Illinois
$440K +$440K +2,512 New
MIS
265
Morningstar Investment Services
Illinois
$438K +$438K +2,491 New
RIA
266
Regal Investment Advisors
Michigan
$437K -$12.3K -70 -3%
PFG
267
Pacific Financial Group
Washington
$437K +$1.58K +9 +0.4%
LA
268
LexAurum Advisors
Kansas
$434K -$6.83K -39 -2%
AWM
269
Apollon Wealth Management
South Carolina
$428K +$111K +632 +35%
KCFA
270
Key Client Fiduciary Advisors
New Jersey
$423K -$71.9K -410 -15%
KeyBank National Association
271
KeyBank National Association
Ohio
$423K +$114K +650 +37%
YWM
272
Yoder Wealth Management
California
$422K +$422K +2,411 New
MWM
273
Mission Wealth Management
California
$422K +$422K +2,409 New
HT
274
Heritage Trust
Oklahoma
$422K +$422K +2,408 New
RFC
275
Regions Financial Corp
Alabama
$420K – – –
9 10
11
12 13