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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 %
NWMG
276
National Wealth Management Group
Ohio
$657K +$205K +955 +45%
LFG
277
Larson Financial Group
Missouri
$652K +$646K +3,013 +12,052%
MWM
278
Maripau Wealth Management
Indiana
$647K -$169K -787 -21%
BA
279
Ballast Advisors
Minnesota
$637K +$16.3K +76 +3%
BBHC
280
Brown Brothers Harriman & Co
New York
$634K – – –
IWM
281
Iams Wealth Management
Nebraska
$627K +$627K +2,925 New
RIA
282
Regal Investment Advisors
Michigan
$621K -$12.9K -60 -2%
SPIA
283
Steward Partners Investment Advisory
New York
$616K -$16.1K -75 -3%
NW
284
NewEdge Wealth
Pennsylvania
$614K +$614K +2,862 New
AAS
285
Ameritas Advisory Services
Nebraska
$606K +$27K +126 +5%
NPF
286
Norris Perne & French
Michigan
$601K – – –
CIBC World Market
287
CIBC World Market
Ontario, Canada
$600K – – –
TA
288
TruWealth Advisors
Louisiana
$599K +$38.6K +180 +7%
Nomura Asset Management
289
Nomura Asset Management
Japan
$596K – – –
KeyBank National Association
290
KeyBank National Association
Ohio
$593K -$22.1K -103 -4%
TCWM
291
Total Clarity Wealth Management
Illinois
$592K -$14.2K -66 -2%
RFN
292
Redwood Financial Network
Ohio
$583K +$323K +1,505 +124%
NEWAS
293
N.E.W. Advisory Services
Wisconsin
$580K +$429 +2 +0.1%
MWA
294
Merkkuri Wealth Advisors
New York
$579K +$579K +2,699 New
IWM
295
IHT Wealth Management
Illinois
$571K -$858 -4 -0.2%
HF
296
HRT Financial
New York
$566K +$566K +2,643 New
OC
297
Oppenheimer & Co
New York
$566K – – –
Bank of New York Mellon
298
Bank of New York Mellon
New York
$566K -$79.2K -369 -12%
KCFA
299
Key Client Fiduciary Advisors
New Jersey
$549K +$644 +3 +0.1%
FC
300
Forte Capital
New York
$540K -$40.8K -190 -7%
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