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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
+$552M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$192M
3
Lido Advisors
Lido Advisors
California
+$118M
4
LPL Financial
LPL Financial
California
+$77.6M
5
SW
SVB Wealth
Massachusetts
+$76.6M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$72.4M
2
KAS
Kestra Advisory Services
Texas
-$26.4M
3
IDA
Intelligence Driven Advisers
California
-$23.5M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$19.5M
5
SW
Simplicity Wealth
New Jersey
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
326
TCP Asset Management
Ohio
$677K – – –
AA
327
Armis Advisers
Georgia
$676K +$676K +2,873 New
MA
328
Montag & Associates
Georgia
$672K -$60K -255 -8%
SAM
329
Secure Asset Management
Michigan
$671K +$177K +753 +36%
BC
330
Belmont Capital
California
$670K – – –
NPF
331
Norris Perne & French
Michigan
$659K – – –
Nomura Asset Management
332
Nomura Asset Management
Japan
$654K – – –
LFAS
333
Level Four Advisory Services
Texas
$653K -$29.2K -124 -4%
CFP
334
Catalyst Financial Partners
Massachusetts
$651K +$350K +1,486 +116%
JIR
335
James Investment Research
Ohio
$651K -$30.6K -130 -4%
KeyBank National Association
336
KeyBank National Association
Ohio
$643K -$58.8K -250 -8%
NEWAS
337
N.E.W. Advisory Services
Wisconsin
$638K +$706 +3 +0.1%
MWA
338
Merkkuri Wealth Advisors
New York
$636K +$706 +3 +0.1%
EFS
339
Essex Financial Services
Connecticut
$636K +$412K +1,750 +183%
Financial Engines Advisors
340
Financial Engines Advisors
California
$634K +$6.82K +29 +1%
FWM
341
Fingerlakes Wealth Management
New York
$627K +$627K +2,663 New
Bank of New York Mellon
342
Bank of New York Mellon
New York
$620K – – –
KFP
343
KMG Fiduciary Partners
Ohio
$613K -$20.2K -86 -3%
KCFA
344
Key Client Fiduciary Advisors
New Jersey
$603K +$706 +3 +0.1%
RFC
345
Regions Financial Corp
Alabama
$591K +$26.8K +114 +5%
AI
346
Atria Investments
North Carolina
$591K +$591K +2,510 New
HAS
347
HBW Advisory Services
California
$590K +$26.8K +114 +5%
CFS
348
Compass Financial Services
Iowa
$588K +$588K +2,498 New
AI
349
ArchPoint Investors
Florida
$576K – – –
YWM
350
Yoder Wealth Management
California
$567K – – –
12 13
14
15 16