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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 %
TVAMP
251
Tennessee Valley Asset Management Partners
Tennessee
$879K +$879K +4,096 New
DAS
252
Dynamic Advisor Solutions
Arizona
$876K -$11.6K -54 -1%
CF
253
Cyr Financial
Illinois
$874K +$874K +4,073 New
IWC
254
Integrated Wealth Concepts
Massachusetts
$862K +$27.7K +129 +3%
RRA
255
Round Rock Advisors
Connecticut
$836K +$429 +2 +0.1%
Millennium Management
256
Millennium Management
New York
$833K +$833K +3,883 New
MFG
257
Merit Financial Group
Georgia
$821K -$215 -1 -0%
AQR Capital Management
258
AQR Capital Management
Connecticut
$813K +$813K +3,788 New
PA
259
Pineridge Advisors
Missouri
$804K +$14.8K +69 +2%
MIS
260
Morningstar Investment Services
Illinois
$802K +$227K +1,049 +39%
CFGS
261
Concourse Financial Group Securities
Alabama
$769K +$113K +525 +17%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$768K +$105K +490 +16%
DT
263
Diversified Trust
Tennessee
$757K +$757K +3,531 New
KBFS
264
Kohmann Bosshard Financial Services
Ohio
$736K – – –
GG
265
GenWealth Group
New Jersey
$734K -$13.3K -62 -2%
CFG
266
Citizens Financial Group
Rhode Island
$720K +$414K +1,930 +135%
CAG
267
Csenge Advisory Group
Florida
$718K -$622K -2,901 -46%
GWCM
268
Godshalk Welsh Capital Management
Pennsylvania
$715K -$16.1K -75 -2%
CSPIA
269
Cary Street Partners Investment Advisory
Virginia
$715K +$240K +1,118 +50%
CL
270
Choreo LLC
Illinois
$712K +$712K +3,285 New
LFAS
271
Level Four Advisory Services
Texas
$688K -$575K -2,679 -46%
SIAG
272
Safeguard Investment Advisory Group
California
$683K -$41.8K -195 -6%
MA
273
Montag & Associates
Georgia
$678K – – –
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$673K +$604K +2,817 +886%
JIR
275
James Investment Research
Ohio
$662K -$55.6K -259 -8%
9 10
11
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