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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 %
KFP
301
KMG Fiduciary Partners
Ohio
$592K +$592K +2,690 New
Financial Engines Advisors
302
Financial Engines Advisors
California
$587K +$587K +2,666 New
Bank of New York Mellon
303
Bank of New York Mellon
New York
$580K – – –
WEG
304
World Equity Group
Illinois
$569K +$569K +2,588 New
TCM
305
Triumph Capital Management
Colorado
$564K +$564K +2,564 New
KCFA
306
Key Client Fiduciary Advisors
New Jersey
$564K +$660 +3 +0.1%
PFG
307
Pacific Financial Group
Washington
$546K +$660 +3 +0.1%
NWMG
308
National Wealth Management Group
Ohio
$545K -$129K -586 -19%
MWM
309
Mission Wealth Management
California
$543K – – –
AI
310
ArchPoint Investors
Florida
$539K – – –
BFA
311
Beaumont Financial Advisors
Massachusetts
$534K – – –
YWM
312
Yoder Wealth Management
California
$531K – – –
TCWM
313
Total Clarity Wealth Management
Illinois
$529K -$78.3K -356 -13%
RFC
314
Regions Financial Corp
Alabama
$528K – – –
HAS
315
HBW Advisory Services
California
$526K +$526K +2,392 New
FA
316
FSA Advisors
Michigan
$520K +$64.6K +301 +14%
TSWM
317
Tyler-Stone Wealth Management
Ohio
$518K +$259K +1,176 +100%
MCWS
318
McKinley Carter Wealth Services
West Virginia
$512K -$25.3K -115 -5%
CAL
319
Capital Analysts LLC
Pennsylvania
$506K +$296K +1,344 +140%
TC
320
TownSquare Capital
Utah
$498K -$4.84K -22 -1%
BFA
321
Beacon Financial Advisory
Ohio
$494K -$35.4K -161 -7%
ET
322
Equitable Trust
Tennessee
$489K – – –
FHA
323
Flagship Harbor Advisors
Massachusetts
$480K +$480K +2,184 New
RL
324
Retireful LLC
Michigan
$477K +$13.9K +63 +3%
FPWM
325
FSB Premier Wealth Management
Iowa
$469K -$28K -127 -6%
11 12
13
14 15