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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.

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
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
LPL Financial
4
LPL Financial
California
$521M
5
SW
5
SVB Wealth
Massachusetts
$108M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
426
Americana Partners
Texas
$334K +$334K +1,419 New
TPWA
427
TRUE Private Wealth Advisors
Oregon
$333K +$471 +2 +0.1%
GA
428
Goldstein Advisors
Wisconsin
$333K – – –
AFC
429
AFT Forsyth & Company
Florida
$332K +$235 +1 +0.1%
DP
430
DDD Partners
Washington
$332K – – –
IW
431
Instrumental Wealth
Florida
$331K -$153K -647 -32%
SXL
432
Summit X LLC
Missouri
$330K +$4.94K +21 +2%
CCT
433
Chemung Canal Trust
New York
$326K -$45.9K -195 -12%
PWM
434
Prosperity Wealth Management
California
$322K +$5.41K +23 +2%
WP
435
WMS Partners
Maryland
$320K – – –
LSA
436
Lion Street Advisors
Texas
$312K +$312K +1,328 New
GIA
437
Gladstone Institutional Advisory
Florida
$310K -$1.65K -7 -0.5%
CWS
438
Confluence Wealth Services
Pennsylvania
$309K -$9.98K -41 -3%
BCA
439
Bay Colony Advisors
Massachusetts
$303K – – –
Bessemer Group
440
Bessemer Group
New Jersey
$302K – – –
WIC
441
Whitegate Investment Counselors
New Hampshire
$299K +$706 +3 +0.2%
VCM
442
Virtue Capital Management
Tennessee
$298K +$298K +1,265 New
SAM
443
Smartleaf Asset Management
Massachusetts
$298K – – –
SMC
444
Smith, Moore & Co
Missouri
$297K +$43.8K +186 +17%
ISFAN
445
Investor's Fiduciary Advisor Network
Washington
$296K +$296K +1,259 New
AWA
446
Arete Wealth Advisors
Illinois
$293K +$293K +1,244 New
ACA
447
Aptus Capital Advisors
Alabama
$292K +$197K +839 +208%
PFP
448
Pinnacle Financial Partners
Tennessee
$291K – – –
WI
449
WBI Investments
New Jersey
$287K +$287K +1,221 New
AC
450
Apella Capital
Connecticut
$283K +$283K +1,203 New
16 17
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