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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 Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
451
Kayne Anderson Rudnick Investment Management
California
$282K 1,200 – –
MW
452
Members Wealth
Pennsylvania
$278K 1,164 +1,164 New
CA
453
Calton & Associates
Florida
$277K 1,178 +1,178 New
MAC
454
Mason & Associates (California)
California
$271K 1,153 – –
1832 Asset Management
455
1832 Asset Management
Ontario, Canada
$271K 1,150 – –
TI
456
Trexquant Investment
Connecticut
$261K 1,111 +1,111 New
CWMS
457
Cannon Wealth Management Services
North Carolina
$261K 1,108 – –
LTAS
458
Linden Thomas Advisory Services
North Carolina
$256K 1,090 +1,090 New
DADC
459
D.A. Davidson & Co
Montana
$254K 1,080 +1,080 New
UAG
460
United Advisor Group
Ohio
$254K 1,079 +161 +18%
BFA
461
Beaumont Financial Advisors
Massachusetts
$253K 1,076 -1,350 -56%
SIS
462
Sound Income Strategies
Florida
$248K 1,052 -125 -11%
CA
463
CoreCap Advisors
Michigan
$246K 1,044 +91 +10%
MWM
464
MY Wealth Management
Maryland
$244K 1,036 -19 -2%
NQWM
465
Northwest Quadrant Wealth Management
Oregon
$241K 1,025 +1 +0.1%
FIM
466
Freedom Investment Management
Connecticut
$238K 1,013 +1,013 New
OA
467
Operose Advisors
Wisconsin
$236K 1,001 -217 -18%
FPCP
468
Fort Point Capital Partners
California
$235K 999 – –
BPA
469
Beacon Pointe Advisors
California
$235K 997 +1 +0.1%
SF
470
Slagle Financial
Illinois
$234K 996 -37 -4%
PFS
471
Prospera Financial Services
Texas
$234K 993 -30 -3%
PIP
472
Peachtree Investment Partners
Florida
$233K 990 -250 -20%
VFA
473
Voya Financial Advisors
Connecticut
$232K 980 +980 New
Fiera Capital (Canada)
474
Fiera Capital (Canada)
Quebec, Canada
$230K 979 +979 New
HWM
475
HB Wealth Management
Georgia
$229K 975 +975 New
17 18
19
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