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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
Envestnet Asset Management
Illinois
$657M
2
CCMG
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
Lido Advisors
California
$118M
4
LPL Financial
LPL Financial
California
$521M
5
SW
SVB Wealth
Massachusetts
$108M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
Kestra Advisory Services
Texas
$21.5M
3
IDA
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
Simplicity Wealth
New Jersey
$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
$1.07M +$1.07M +4,564 New
CSP
277
Cary Street Partners
Virginia
$1.06M +$1.06M +4,526 New
AF
278
Allworth Financial
California
$1.06M -$1.94K -8 -0.2%
Janney Montgomery Scott
279
Janney Montgomery Scott
Pennsylvania
$1.05M +$75.5K +321 +8%
T
280
Transce3nd
Texas
$1.04M +$1.04M +4,419 New
PCA
281
Pallas Capital Advisors
Massachusetts
$1M – – –
RFG
282
REAP Financial Group
Texas
$990K -$156K -661 -14%
ANTB
283
AMG National Trust Bank
Colorado
$947K -$52.9K -225 -5%
NW
284
NewEdge Wealth
Pennsylvania
$935K – – –
RRA
285
Round Rock Advisors
Connecticut
$931K – – –
AM
286
Atwater Malick
Pennsylvania
$930K +$175K +744 +23%
MCM
287
MAI Capital Management
Ohio
$921K -$11.8K -50 -1%
SA
288
Stewardship Advisors
Pennsylvania
$919K -$72.9K -310 -7%
SPC
289
Sigma Planning Corp
Michigan
$916K +$245K +1,040 +36%
SW
290
SMART Wealth
Nebraska
$912K +$205K +870 +29%
LPFG
291
Landing Point Financial Group
Ohio
$908K +$908K +3,802 New
FFS
292
Founders Financial Securities
Maryland
$905K +$905K +3,848 New
FC
293
Forte Capital
New York
$897K +$28.2K +120 +3%
AA
294
Advisory Alpha
Michigan
$894K -$71.5K -304 -7%
AQR Capital Management
295
AQR Capital Management
Connecticut
$891K – – –
Citadel Advisors
296
Citadel Advisors
Florida
$881K -$2.8M -11,921 -76%
TA
297
TruWealth Advisors
Louisiana
$881K +$151K +640 +21%
SEM
298
Strategic Equity Management
Arizona
$878K -$93.6K -398 -10%
CFGS
299
Concourse Financial Group Securities
Alabama
$863K -$1.94K -8 -0.2%
FHC
300
First Heartland Consultants
Missouri
$861K +$32.9K +140 +4%
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