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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

453 hedge funds and large institutions have $7.82B invested in iShares Russell Top 200 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 127 reducing their positions, and 24 closing their positions.

Holders
453
Holders Change
+30
Holders Change %
+7.09%
% of All Funds
6.57%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
59
Increased
193
Reduced
127
Closed
24
Calls
$390K
Puts
$234K
Net Calls
+$156K
Net Calls Change
+$296K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.12B
2
Mariner
2
Mariner
Kansas
$166M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$515M
4
LPL Financial
4
LPL Financial
California
$306M
5
Bank of America
5
Bank of America
North Carolina
$280M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$239M
2
AWM
2
AE Wealth Management
Kansas
$116M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$99.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
301
Equitable Trust
Tennessee
$433K – – –
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$433K -$14.6K -75 -3%
RWP
303
Revolve Wealth Partners
New Jersey
$415K – – –
FA
304
FSA Advisors
Michigan
$414K -$7.8K -40 -2%
ICM
305
Intrepid Capital Management
Florida
$412K -$16.8K -86 -4%
NWMG
306
National Wealth Management Group
Ohio
$412K +$83.1K +426 +25%
SAG
307
SageView Advisory Group
California
$402K -$722K -4,549 -64%
MCM
308
MidAtlantic Capital Management
Virginia
$399K – – –
QCM
309
QRG Capital Management
Illinois
$388K -$30K -154 -7%
CWP
310
Cyndeo Wealth Partners
Florida
$366K – – –
SRL
311
Scientech Research LLC
New Jersey
$365K +$365K +1,869 New
RWA
312
Rooted Wealth Advisors
Illinois
$358K +$9.69K +50 +3%
HWM
313
HRC Wealth Management
Idaho
$354K +$354K +1,812 New
PA
314
PFG Advisors
Arizona
$347K +$11.7K +60 +3%
VAG
315
VisionPoint Advisory Group
Texas
$346K +$13.3K +68 +4%
JIP
316
Jaffetilchin Investment Partners
Florida
$342K +$342K +1,754 New
BFA
317
Beacon Financial Advisory
Ohio
$341K +$94.6K +485 +38%
LIA
318
LifePlan Investment Advisors
North Carolina
$340K +$52.9K +271 +18%
PWP
319
Principle Wealth Partners
Connecticut
$339K – – –
NB
320
NBT Bank
New York
$338K – – –
CFD
321
Creative Financial Designs
Indiana
$336K +$32K +164 +11%
FFA
322
Founders Financial Alliance
North Carolina
$336K -$28.1K -144 -8%
CCT
323
Chemung Canal Trust
New York
$331K -$27.3K -140 -8%
FA
324
Fermata Advisors
California
$330K -$24.4K -125 -7%
LPP
325
Life Planning Partners
Florida
$328K +$324K +1,663 +9,782%
11 12
13
14 15