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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
$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 %
PFG
351
Pacific Financial Group
Washington
$566K -$17.4K -74 -3%
BlackRock
352
BlackRock
New York
$557K +$557K +2,369 New
TCWM
353
Total Clarity Wealth Management
Illinois
$556K -$9.18K -39 -2%
AG
354
AmeriFlex Group
Nevada
$552K +$552K +2,317 New
MCWS
355
McKinley Carter Wealth Services
West Virginia
$547K – – –
IAN
356
Integrated Advisors Network
Texas
$536K +$89.2K +379 +20%
CAL
357
Capital Analysts LLC
Pennsylvania
$529K -$12.2K -52 -2%
HSA
358
HBK Sorce Advisory
Pennsylvania
$527K +$527K +2,241 New
TSWM
359
Tyler-Stone Wealth Management
Ohio
$524K -$28.9K -123 -5%
SSA
360
Schonfeld Strategic Advisors
New York
$524K +$524K +2,227 New
ET
361
Equitable Trust
Tennessee
$522K – – –
MWM
362
Maripau Wealth Management
Indiana
$520K +$520K +2,209 New
FHA
363
Flagship Harbor Advisors
Massachusetts
$514K – – –
EE
364
EWG Elevate
California
$513K +$513K +2,181 New
RL
365
Retireful LLC
Michigan
$510K – – –
SW
366
Simplicity Wealth
New Jersey
$507K -$13.5M -57,457 -96%
GA
367
Guerra Advisors
Florida
$507K +$507K +2,154 New
PWP
368
Prasad Wealth Partners
Ohio
$502K +$502K +2,134 New
FPWM
369
FSB Premier Wealth Management
Iowa
$501K +$470 +2 +0.1%
RWP
370
Revolve Wealth Partners
New Jersey
$500K – – –
MCM
371
MidAtlantic Capital Management
Virginia
$499K – – –
FA
372
FSA Advisors
Michigan
$499K -$71.3K -303 -12%
Russell Investments Group
373
Russell Investments Group
United Kingdom
$495K +$449K +1,907 +978%
CF
374
Cyr Financial
Illinois
$490K -$478K -2,030 -49%
BWMG
375
Barnes Wealth Management Group
California
$483K +$483K +2,055 New
13 14
15
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