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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

502 hedge funds and large institutions have $8.45B invested in iShares Russell Top 200 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 175 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
7.26%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
60
Increased
182
Reduced
175
Closed
47
Calls
$2.71M
Puts
$1.12M
Net Calls
+$1.59M
Net Calls Change
+$556K

Top Buyers

1
Mariner
1
Mariner
Kansas
$298M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.44B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$52.3M
4
AUB
4
Atlantic Union Bankshares
Virginia
$109M
5
Ameriprise
5
Ameriprise
Minnesota
$453M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$1.15B
4
BCI
4
Brinker Capital Investments
Pennsylvania
$4.58M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$4.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
276
Merit Financial Group
Georgia
$731K -$112K -507 -13%
LFG
277
Larson Financial Group
Missouri
$713K +$44K +200 +7%
AM
278
Atwater Malick
Pennsylvania
$707K +$178K +808 +34%
BEI
279
Benjamin Edwards Inc
Missouri
$705K +$377K +1,708 +115%
SIAG
280
Safeguard Investment Advisory Group
California
$701K +$660 +3 +0.1%
RFN
281
Redwood Financial Network
Ohio
$691K +$93.1K +423 +16%
MA
282
Montag & Associates
Georgia
$684K -$11.2K -51 -2%
TA
283
TruWealth Advisors
Louisiana
$683K +$68K +309 +11%
AWM
284
Apollon Wealth Management
South Carolina
$672K +$130K +590 +24%
SW
285
SMART Wealth
Nebraska
$662K +$299K +1,357 +82%
IWC
286
Integrated Wealth Concepts
Massachusetts
$661K -$223K -1,015 -25%
KeyBank National Association
287
KeyBank National Association
Ohio
$657K +$48.9K +222 +8%
BA
288
Ballast Advisors
Minnesota
$653K – – –
BBHC
289
Brown Brothers Harriman & Co
New York
$651K – – –
JIR
290
James Investment Research
Ohio
$637K -$41.6K -189 -6%
LFAS
291
Level Four Advisory Services
Texas
$634K -$67.1K -307 -10%
TAM
292
TCP Asset Management
Ohio
$633K +$633K +2,877 New
SPC
293
Sigma Planning Corp
Michigan
$628K -$641K -2,912 -50%
BC
294
Belmont Capital
California
$626K +$626K +2,847 New
CIBC World Market
295
CIBC World Market
Ontario, Canada
$621K +$5.06K +23 +0.8%
SPIA
296
Steward Partners Investment Advisory
New York
$618K -$13.2K -60 -2%
NPF
297
Norris Perne & French
Michigan
$616K – – –
Nomura Asset Management
298
Nomura Asset Management
Japan
$611K – – –
NEWAS
299
N.E.W. Advisory Services
Wisconsin
$596K +$660 +3 +0.1%
MWA
300
Merkkuri Wealth Advisors
New York
$595K +$660 +3 +0.1%
10 11
12
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