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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

365 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

Holders
365
Holders Change
+36
Holders Change %
+10.94%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
51
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$801M
3
IDA
3
Intelligence Driven Advisers
California
$45.1M
4
OCM
4
One Capital Management
California
$37.2M
5
PCP
5
Proficio Capital Partners
Massachusetts
$22.8M

Top Sellers

1
TF
1
TIAA FSB
Florida
$943M
2
Truist Financial
2
Truist Financial
North Carolina
$114M
3
AWMNH
3
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.86M
4
AWM
4
AE Wealth Management
Kansas
$183M
5
MOS
5
MGO One Seven
Ohio
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
276
Prospera Financial Services
Texas
$264K 1,663 – –
TPWA
277
TRUE Private Wealth Advisors
Oregon
$263K 1,660 +3 +0.2%
GC
278
Grimes & Company
Massachusetts
$261K 1,649 +1,649 New
TRCT
279
Tower Research Capital (TRC)
New York
$259K 1,632 -1,747 -52%
PCA
280
Prosperity Capital Advisors
Ohio
$259K 1,631 +92 +6%
TI
281
Tidal Investments
Wisconsin
$253K 1,597 -9 -0.6%
SW
282
SMART Wealth
Nebraska
$248K 1,565 -520 -25%
BEI
283
Benjamin Edwards Inc
Missouri
$245K 1,546 +74 +5%
LFP
284
Leeward Financial Partners
Washington
$238K 1,504 – –
MAC
285
Mason & Associates (California)
California
$235K 1,483 -256 -15%
ECA
286
Elevated Capital Advisors
Utah
$235K 1,480 -942 -39%
SCA
287
Sandy Cove Advisors
Massachusetts
$230K 1,449 – –
CWS
288
Confluence Wealth Services
Pennsylvania
$228K 1,436 +1,436 New
FHA
289
Flagship Harbor Advisors
Massachusetts
$228K 1,436 -374 -21%
AFC
290
AFT Forsyth & Company
Florida
$223K 1,408 +1,408 New
USCWA
291
U.S. Capital Wealth Advisors
Texas
$223K 1,404 +1,404 New
OHIS
292
Oak Harvest Investment Services
Texas
$223K 1,403 +1,403 New
TC
293
TownSquare Capital
Utah
$220K 1,387 +1,387 New
BFPW
294
BOK Financial Private Wealth
Colorado
$218K 1,373 -200 -13%
CFP
295
Catalyst Financial Partners
Massachusetts
$217K 1,367 +1,367 New
WP
296
WMS Partners
Maryland
$216K 1,361 +1,361 New
KJHP
297
K.J. Harrison & Partners
Ontario, Canada
$209K 1,322 +1,322 New
RIA
298
Realta Investment Advisors
Delaware
$198K 1,248 +1,248 New
Kayne Anderson Rudnick Investment Management
299
Kayne Anderson Rudnick Investment Management
California
$190K 1,200 – –
TC
300
Truvestments Capital
Florida
$182K 1,149 -132 -10%
10 11
12
13 14