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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

145 hedge funds and large institutions have $1.03B invested in iShares Russell Top 200 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 20 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.2%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
28
Increased
49
Reduced
38
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$59.5M
2
HGWM
2
Horst & Graben Wealth Management
Oregon
$25.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$24.7M
4
TC
4
Trilogy Capital
California
$17.5M
5
M&T Bank
5
M&T Bank
New York
$17M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$60.9M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
AWM
3
AE Wealth Management
Kansas
$108M
4
SS
4
Simplicity Solutions
Minnesota
$105M
5
GLR
5
Great Lakes Retirement
Ohio
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$5.79M 68,726 +48,973 +248%
SFPG
27
Stonebridge Financial Planning Group
Florida
$5.54M 62,206 +6,860 +12%
SCA
28
Stokes Capital Advisors
South Carolina
$4.54M 53,876 -3,635 -6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.35M 51,696 +7,325 +17%
RJA
30
Raymond James & Associates
Florida
$4.01M 47,626 +7,723 +19%
BSAM
31
Blue Sky Asset Management
Colorado
$3.66M 43,480 -28,312 -39%
PCP
32
Proficio Capital Partners
Massachusetts
$3.33M 35,470 +35,470 New
CWM
33
Cornerstone Wealth Management
Missouri
$3.33M 39,507 -2,194 -5%
BRWM
34
B. Riley Wealth Management
Tennessee
$3.23M 38,302 -8,543 -18%
HIA
35
Harbor Investment Advisory
Maryland
$2.98M 35,329 +7,882 +29%
Goldman Sachs
36
Goldman Sachs
New York
$2.93M 34,736 +5,800 +20%
FAAS
37
First Allied Advisory Services
California
$2.63M 31,241 +5,945 +24%
CFGS
38
Concourse Financial Group Securities
Alabama
$2.49M 29,583 +23,684 +401%
LWP
39
Legacy Wealth Planning
Nevada
$2.4M 28,519 -2,508 -8%
IA
40
IFP Advisors
Florida
$2.34M 27,437 -1,612 -6%
HNB
41
Huntington National Bank
Ohio
– – – –
Citadel Advisors
42
Citadel Advisors
Florida
$1.87M 22,245 +22,245 New
SC
43
Scotia Capital
Ontario, Canada
$1.86M 22,027 -975 -4%
MA
44
Mutual Advisors
Nebraska
$1.8M 21,412 +18,120 +550%
COF
45
Capital One Financial
Virginia
$1.76M 20,844 +20,844 New
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.71M 20,298 -660 -3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.67M 19,775 -24,146 -55%
SPC
48
Sigma Planning Corp
Michigan
$1.66M 19,682 -910 -4%
WSFS
49
Wilmington Savings Fund Society
Delaware
$1.63M 19,340 +1,384 +8%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.63M 19,365 +244 +1%
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