IWY icon

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 %
CFG
301
CMC Financial Group
Georgia
$860K -$60K -255 -7%
DT
302
Diversified Trust
Tennessee
$852K -$8K -34 -0.9%
KBFS
303
Kohmann Bosshard Financial Services
Ohio
$849K +$42.3K +180 +5%
TCM
304
Triumph Capital Management
Colorado
$837K +$233K +992 +39%
GWCM
305
Godshalk Welsh Capital Management
Pennsylvania
$832K +$11.8K +50 +1%
SC
306
Savant Capital
Illinois
$830K -$32.9K -140 -4%
PVI
307
Pine Valley Investments
New Jersey
$823K +$823K +3,498 New
CWM
308
Cahaba Wealth Management
Georgia
$822K – – –
CL
309
Choreo LLC
Illinois
$801K +$1.66K +7 +0.2%
CFG
310
Citizens Financial Group
Rhode Island
$787K +$235 +1 +0%
GG
311
GenWealth Group
New Jersey
$786K -$15.8K -67 -2%
BEI
312
Benjamin Edwards Inc
Missouri
$776K +$23.4K +99 +3%
SIAG
313
Safeguard Investment Advisory Group
California
$775K +$25.4K +108 +3%
LFG
314
Larson Financial Group
Missouri
$762K – – –
RFN
315
Redwood Financial Network
Ohio
$752K +$13.2K +56 +2%
TC
316
TownSquare Capital
Utah
$749K +$217K +921 +41%
CAG
317
Csenge Advisory Group
Florida
$747K +$747K +3,177 New
PA
318
Pineridge Advisors
Missouri
$747K -$77.4K -329 -9%
CIA
319
Concurrent Investment Advisors
Florida
$743K +$743K +3,158 New
FWM
320
FLP Wealth Management
Arkansas
$735K +$735K +3,123 New
FFA
321
Founders Financial Alliance
North Carolina
$733K +$329K +1,397 +81%
SPIA
322
Steward Partners Investment Advisory
New York
$727K +$66.3K +282 +10%
BA
323
Ballast Advisors
Minnesota
$699K – – –
BBHC
324
Brown Brothers Harriman & Co
New York
$696K – – –
AFG
325
Atomi Financial Group
New York
$679K -$1.84M -7,834 -73%
11 12
13
14 15