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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SI
251
Stephens Inc
Arkansas
$1.44M -$84.7K -360 -6%
VR
252
Valued Retirements
Texas
$1.4M +$1.01M +4,304 +259%
Corient Private Wealth
253
Corient Private Wealth
Florida
$1.4M -$326K -2,892 -19%
Deutsche Bank
254
Deutsche Bank
Germany
$1.4M -$412K -1,750 -23%
AWA
255
Arkadios Wealth Advisors
Georgia
$1.39M +$71K +302 +5%
WPC
256
Wedmont Private Capital
Pennsylvania
$1.36M +$58K +249 +4%
SWA
257
Stratos Wealth Advisors
Ohio
$1.36M -$71.1K -302 -5%
BWM
258
BCGM Wealth Management
Indiana
$1.34M -$111K -473 -8%
LRWM
259
Lord & Richards Wealth Management
Colorado
$1.33M +$1.33M +5,667 New
CAS
260
Coppell Advisory Solutions
Texas
$1.31M -$85.6K -361 -6%
PTC
261
Private Trust Company
Ohio
$1.25M -$24.2K -103 -2%
Northern Trust
262
Northern Trust
Illinois
$1.23M +$165K +700 +15%
FFO
263
Fortitude Family Office
Arizona
$1.23M +$1.23M +5,220 New
LAS
264
Lloyd Advisory Services
Georgia
$1.22M -$1.84M -7,807 -60%
WA
265
WBH Advisory
Maryland
$1.21M +$58.6K +249 +5%
PCA
266
Prosperity Capital Advisors
Ohio
$1.2M +$140K +595 +13%
MW
267
MBL Wealth
North Carolina
$1.2M – – –
JWCA
268
J.W. Cole Advisors
Florida
$1.18M -$14.8K -63 -1%
WRPWM
269
Werba Rubin Papier Wealth Management
California
$1.18M – – –
SFA
270
Sequoia Financial Advisors
Ohio
$1.15M -$148K -629 -11%
DAS
271
Dynamic Advisor Solutions
Arizona
$1.1M -$2.59K -11 -0.2%
TVAMP
272
Tennessee Valley Asset Management Partners
Tennessee
$1.09M +$27.5K +117 +3%
EFG
273
Elm3 Financial Group
Georgia
$1.08M +$1.08M +4,611 New
DRP
274
Decker Retirement Planning
Utah
$1.08M +$1.08M +4,602 New
Cerity Partners
275
Cerity Partners
New York
$1.08M -$784K -3,331 -42%
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