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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
OPS
4
Orion Portfolio Solutions
Nebraska
$4.58M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$4.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
VR
351
Valued Retirements
Texas
$366K +$366K +1,664 New
GC
352
Grimes & Company
Massachusetts
$364K +$660 +3 +0.2%
VP
353
Verum Partners
North Carolina
$359K +$660 +3 +0.2%
FA
354
FC Advisory
Pennsylvania
$350K +$350K +1,592 New
CCT
355
Chemung Canal Trust
New York
$348K -$26.2K -119 -7%
CFD
356
Creative Financial Designs
Indiana
$344K +$220 +1 +0.1%
FAIM
357
Financial Advocates Investment Management
Washington
$342K -$143K -739 -30%
NB
358
NBT Bank
New York
$337K – – –
BCM
359
Bourgeon Capital Management
Connecticut
$336K +$336K +1,525 New
RWA
360
Rooted Wealth Advisors
Illinois
$332K -$23.7K -109 -7%
EFG
361
Ethos Financial Group
Pennsylvania
$330K -$7.72M -35,100 -96%
BWA
362
BCU Wealth Advisors
Illinois
$316K +$440 +2 +0.1%
PA
363
PFG Advisors
Arizona
$316K +$440 +2 +0.1%
EWA
364
EP Wealth Advisors
California
$315K -$22.2K -101 -7%
MM
365
Meridian Management
Arkansas
$313K – – –
SCA
366
Sandy Cove Advisors
Massachusetts
$312K – – –
GA
367
Goldstein Advisors
Wisconsin
$312K – – –
TPWA
368
TRUE Private Wealth Advisors
Oregon
$311K -$56.4K -256 -15%
AFC
369
AFT Forsyth & Company
Florida
$311K +$220 +1 +0.1%
DP
370
DDD Partners
Washington
$310K +$310K +1,410 New
NPFS
371
Novak & Powell Financial Services
Florida
$308K – – –
AAS
372
Ameritas Advisory Services
Nebraska
$307K -$315K -1,429 -51%
CB
373
Commerce Bank
Missouri
$304K -$23.1K -105 -7%
FA
374
Fiduciary Alliance
South Carolina
$303K +$90.4K +411 +43%
BFPW
375
BOK Financial Private Wealth
Colorado
$302K – – –
13 14
15
16 17