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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 %
AFP
376
Alpha Financial Partners
Kentucky
$475K +$475K +2,019 New
CIBC World Market
377
CIBC World Market
Ontario, Canada
$472K -$192K -815 -29%
HFA
378
Hershey Financial Advisers
Pennsylvania
$467K +$467K +1,985 New
HWM
379
HRC Wealth Management
Idaho
$465K +$37.4K +159 +9%
KWA
380
Kingswood Wealth Advisors
California
$461K +$461K +1,959 New
WEG
381
World Equity Group
Illinois
$460K -$149K -633 -24%
HT
382
Heritage Trust
Oklahoma
$457K +$457K +1,942 New
NWMG
383
National Wealth Management Group
Ohio
$443K -$140K -597 -24%
CWP
384
Cyndeo Wealth Partners
Florida
$441K – – –
ICM
385
Intrepid Capital Management
Florida
$440K -$4.94K -21 -1%
Mercer Global Advisors
386
Mercer Global Advisors
Colorado
$434K +$434K +1,846 New
JIC
387
Joel Isaacson & Co
New York
$432K +$432K +1,837 New
JIP
388
Jaffetilchin Investment Partners
Florida
$431K +$471 +2 +0.1%
WIC
389
Woodmont Investment Counsel
Tennessee
$420K – – –
ACM
390
Absolute Capital Management
Pennsylvania
$419K +$419K +1,766 New
OLVIG
391
Oliver Lagore Vanvalin Investment Group
Michigan
$415K -$65K -276 -14%
PWP
392
Principle Wealth Partners
Connecticut
$408K – – –
WANY
393
Wealthspire Advisors (New York)
New York
$408K -$31.8K -135 -7%
LIA
394
LifePlan Investment Advisors
North Carolina
$404K -$6.82K -29 -2%
FFA
395
Farther Finance Advisors
California
$403K +$85.9K +365 +27%
FA
396
Fermata Advisors
California
$396K +$235 +1 +0.1%
LPP
397
Life Planning Partners
Florida
$395K -$235 -1 -0.1%
MC
398
Moors & Cabot
Massachusetts
$392K -$21.6K -92 -5%
CFP
399
Comprehensive Financial Planning
Pennsylvania
$390K +$390K +1,658 New
GC
400
Grimes & Company
Massachusetts
$389K +$470 +2 +0.1%
14 15
16
17 18