IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

498 hedge funds and large institutions have $9.07B invested in iShares Russell Top 200 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 178 increasing their positions, 151 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+45
Holders Change %
+9.93%
% of All Funds
7.24%
Holding in Top 10
51
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.43%
% of All Funds
0.74%
New
84
Increased
178
Reduced
151
Closed
34
Calls
$1.16M
Puts
$129K
Net Calls
+$1.03M
Net Calls Change
+$873K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$400M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.35B
3
Mariner
3
Mariner
Kansas
$231M
4
Ameriprise
4
Ameriprise
Minnesota
$421M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$46.4M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.2B
2
MOS
2
MGO One Seven
Ohio
$6.36M
3
FCAM
3
First Citizens Asset Management
North Carolina
$65.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$91.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
326
Intrepid Capital Management
Florida
$447K -$6.01K -28 -1%
MCM
327
MidAtlantic Capital Management
Virginia
$438K – – –
IAN
328
Integrated Advisors Network
Texas
$426K -$161K -750 -27%
IW
329
Instrumental Wealth
Florida
$417K +$142K +690 +51%
FA
330
FSA Advisors
Michigan
$414K – – –
CWP
331
Cyndeo Wealth Partners
Florida
$402K – – –
HWM
332
HRC Wealth Management
Idaho
$389K +$429 +2 +0.1%
WIC
333
Woodmont Investment Counsel
Tennessee
$383K +$383K +1,786 New
CT
334
Colonial Trust
South Carolina
$378K -$210K -980 -36%
LIA
335
LifePlan Investment Advisors
North Carolina
$375K +$858 +4 +0.2%
CAM
336
Concorde Asset Management
Michigan
$374K +$65.4K +305 +21%
PWP
337
Principle Wealth Partners
Connecticut
$372K – – –
JIP
338
Jaffetilchin Investment Partners
Florida
$369K -$7.08K -33 -2%
FFA
339
Founders Financial Alliance
North Carolina
$369K -$1.29K -6 -0.3%
VAG
340
VisionPoint Advisory Group
Texas
$366K -$14.2K -66 -4%
CCT
341
Chemung Canal Trust
New York
$364K – – –
NRC
342
New Republic Capital
North Carolina
$363K +$363K +1,691 New
FA
343
Fermata Advisors
California
$361K -$2.15K -10 -0.6%
LPP
344
Life Planning Partners
Florida
$360K – – –
TPWA
345
TRUE Private Wealth Advisors
Oregon
$358K +$215 +1 +0.1%
MW
346
Members Wealth
Pennsylvania
$358K +$358K +1,452 New
SW
347
SMART Wealth
Nebraska
$354K +$9.65K +45 +3%
GC
348
Grimes & Company
Massachusetts
$354K +$215 +1 +0.1%
PFS
349
Prospera Financial Services
Texas
$351K -$1.61M -7,497 -82%
RWA
350
Rooted Wealth Advisors
Illinois
$351K -$44.5K -208 -11%
12 13
14
15 16